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  Name: LTS One Management LP
  City: New York
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $385,396,000
  Total Value Change : $-42,550,000
  Securities Held Change : -1
   
All Securities Held : 14
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 4
  Unchanged Positions : 1
  Decreased Positions : 6

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Holdings Found : 4     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 3 - $183.13 $31,567,000 175,000 8.19% 8,776,000 25,000 0.002    Internet Software & S...
   (TRU)1 Year Chart         TRU Transunion 7 - $77.13 $21,147,000 265,000 5.49% 3,282,000 5,000 0.13    N/A
   (MCO)1 Year Chart         MCO Moodys Corp 11 - $415.09 $17,686,000 45,000 4.59% 3,235,000 8,000 0.024    Business Services
   (EPAM)1 Year Chart         EPAM Epam Systems, Inc. 12 - $189.37 $14,498,000 52,500 3.76% 14,498,000 52,500 0.094    Information Technolog...

      4 Records Found
  1    
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