LTS One Management LP 13F Holdings
CIK 02822111 · New York, NY
As of Jun 30, 2024, LTS One Management LP reported 13 positions worth $351.0K in its SEC Form 13F filing.
Top 13 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INTERNATIONAL FLAVORS & FRAGRANCES INC | IFF | Basic Materials | 735,000 | $70.0K | 19.94% |
| APPLE INC | — | — | 240,000 | $50.5K | 14.40% |
| MEXICAN ECONOMIC DEVELOPMENT INC | FMX | Consumer Defensive | 302,000 | $32.5K | 9.26% |
| AMAZON.COM INC | AMZN | Equity | 160,000 | $30.9K | 8.81% |
| INTERCONTINENTAL EXCHANGE INC | ICE | Financial Services | 188,600 | $25.8K | 7.36% |
| VISA INC-CLASS A SHARES | V | Financial Services | 89,000 | $23.4K | 6.66% |
| AON PLC | AON | Financial Services | 72,500 | $21.3K | 6.06% |
| CSX CORP | CSX | Industrials | 600,000 | $20.1K | 5.72% |
| TRANSUNION | TRU | Industrials | 260,000 |