account_balance
Investment manager · 13F filer · SEC CIK 1738654
Opti Capital Management, LP
Reported value$1.64Bas of Jun 30, 2026
Positions46 19 new, 9 sold out
Top 10 weight43.2%Live Nation Entertainment In alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
Blackline Inc
5.1%
Rapid7 Inc
4.8%Added +49%
Draftkings Inc New
UGI Corp New
4.5%New
Dexcom Inc
3.9%
Snap Inc
3.9%
Five9 Inc
3.5%Trimmed −29%
Vertex Inc
3.3%Trimmed −22%
Teladoc Health Inc
Box Inc
3.0%
Rapid7 Inc
UGI Corp New
Dexcom Inc
Snap Inc
Five9 Inc
Vertex Inc
Box Inc
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
Live Nation Entertainment In 6.5% Held
Blackline Inc 5.1% Held
Rapid7 Inc 4.8% Added +49%
Draftkings Inc New 4.7% Held
UGI Corp New 4.5% New
Dexcom Inc 3.9% Held
Snap Inc 3.9% Held
Five9 Inc 3.5% Trimmed −29%
Vertex Inc 3.3% Trimmed −22%
Teladoc Health Inc 3.0% Held
Box Inc 3.0% Held
Enphase Energy Inc 2.9% Added +131%
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- UGI Corp New $74M
- Makemytrip Limited Mauritius $46.2M
- Trip Com Group Ltd $39M
- Alibaba Group HLDG Ltd $35.4M
arrow_upwardAdded
- Enphase Energy Inc +131%
- Rapid7 Inc +49%
- Freshpet Inc +33%
- Irhythm Holdings Inc +17%
arrow_downwardTrimmed
- Block Inc −71%
- Etsy Inc −60%
- Transmedics Group Inc −57%
- Varonis Sys Inc −40%
remove_circleSold out
- Conmed Corp $28.4M
- Lci Inds $23.8M
- Etsy Inc $21.9M
- Progress Software Corp $20.8M
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