LTS ONE MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 940K | $13.51M |
 | CPNG | 619K | $11.68M |
 | BN | 452K | $18.27M |
 | APH | 105K | $13.29M |
 | NOK | 103K | $827.32K |
 | JCI | 99K | $13.02M |
 | WCN | 98K | $15.87M |
 | COF | 86K | $15.74M |
 | AMZN | 73K | $15.20M |
 | V | 67K | $20.20M |
 | ARES | 60K | $6.54M |
 | AON | 57K | $18.50M |
 | NVDA | 47K | $8.12M |
 | TSM | 45K | $15.17M |
 | LPLA | 35K | $10.41M |
 | MSFT | 34K | $12.60M |
 | ADI | 30K | $9.41M |
 | SITM | 19K | $6.65M |
 | INTU | 17K | $7.23M |
 | MLM | 11K | $6.38M |
Nu Holdings Ltd.
NU
Shares Held
940K
Value
$13.51M
Coupang, Inc.
CPNG
Shares Held
619K
Value
$11.68M
Brookfield Corporation
BN
Shares Held
452K
Value
$18.27M
Amphenol Corporation
APH
Shares Held
105K
Value
$13.29M
Nokia Oyj
NOK
Shares Held
103K
Value
$827.32K
Johnson Controls International plc
JCI
Shares Held
99K
Value
$13.02M
Waste Connections, Inc.
WCN
Shares Held
98K
Value
$15.87M
Capital One Financial Corporation
COF
Shares Held
86K
Value
$15.74M
Amazon.com, Inc.
AMZN
Shares Held
73K
Value
$15.20M
Visa Inc.
V
Shares Held
67K
Value
$20.20M
Ares Management Corporation
ARES
Shares Held
60K
Value
$6.54M
Aon plc
AON
Shares Held
57K
Value
$18.50M
NVIDIA Corporation
NVDA
Shares Held
47K
Value
$8.12M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
45K
Value
$15.17M
LPL Financial Holdings Inc.
LPLA
Shares Held
35K
Value
$10.41M
Microsoft Corporation
MSFT
Shares Held
34K
Value
$12.60M
Analog Devices, Inc.
ADI
Shares Held
30K
Value
$9.41M
SiTime Corporation
SITM
Shares Held
19K
Value
$6.65M
Intuit Inc.
INTU
Shares Held
17K
Value
$7.23M
Martin Marietta Materials, Inc.
MLM
Shares Held
11K
Value
$6.38M