Opti Capital Management, LP - Q12026 Holdings

Opti Capital Management, LP holds 33 stocks with a total portfolio value of $ 1.39B as of Q12026. In Q12026, Opti Capital Management, LP added 6 new positions, increased stakes in 17 stocks, reduced 6 holdings, and fully exited 15 positions. The largest holding is Live Nation Entertainment In (LYV), representing 6.53% of the total portfolio.