Opti Capital Management, LP Purchases and Sells in Q4 2024

Opti Capital Management, LP

$2.23 Trillion
Q4 2024

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLOCK INC	111M + 276.25%	N/A	151M $131B
AXON ENTERPRISE INC	23.5M + 69.67%	N/A	57.2M $149B
SNAP INC	86.2M + 130.87%	N/A	152M $132B
INTERDIGITAL INC	21.5M + 286.67%	N/A	29M $73.1B
GUARDANT HEALTH INC	28M + 215.38%	N/A	41M $34.6B
UNITY SOFTWARE INC	23.3M + 22.7%	N/A	126M $115B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INSMED INC	36.2M New	N/A	36.2M $78.8B
IMPINJ INC	27.3M New	N/A	27.3M $38.9B
TYLER TEX INDPT SCH DIST	29.3M New	N/A	29.3M $35.6B
XOMETRY INC	32M New	N/A	32M $34.1B
CONMED CORP	36M New	N/A	36M $33.5B
SEMTECH CORP	18M New	N/A	18M $31.9B

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FASTLY INC	-48.7M - 55.47%	N/A	39.1M $36.7B
OMNICELL COM	-13.1M - 47.35%	N/A	14.6M $14B
BILL HOLDINGS INC	-8.2M - 97.71%	N/A	192K $171M
LUMENTUM HLDGS INC	-14M - 18.92%	N/A	60M $66.6B
DAYFORCE INC	-7.5M - 16.93%	N/A	36.8M $35.6B
UPWORK INC	-6.75M - 23.08%	N/A	22.5M $20.9B

Activity Summary All Purchases 37 New Holdings 19 Increased Positions 18 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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