LTS One Management LP

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    new york, NY
  • CIK
    0001894188
  • Alternate names
    Saraza Management, LP
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

18

$414.00M
INTU, BN, AON, COF
13F-HR
Aug 14, 2025
000189418825000010

22

$334.85M
BN, WST, DHR, COF
13F-HR
May 14, 2025
000189418825000005

17

$358.65M
IFF, COF, AON, GE
13F-HR
Feb 13, 2025
000189418825000003

17

$345.44M
IFF, AMZN, V, ICE
13F-HR
Nov 14, 2024
000189418824000008

13

$351.00K
IFF, APPLE INC, FMX, AMZN
13F-HR
Aug 13, 2024
000189418824000006

17

$435.43M
IFF, FMX, AMZN, CSGP
13F-HR
May 15, 2024
000189418824000003

15

$427.95M
IFF, FMX, IRTC, ICE
13F-HR
Feb 14, 2024
000189418824000002

0

$0
13F-HR
Nov 14, 2023
000189418823000007

11

$593.00K
IFF, IRTC, AIY, FMX
13F-HR
Aug 14, 2023
000189418823000006

9

$604.27M
IFF, IRTC, FMX, INTU
13F-HR
May 12, 2023
000189418823000004

8

$756.26M
IFF, IRTC, INTERNATIONAL FLAVORS&FRAGRA, FMX
13F-HR
Feb 14, 2023
000189418823000003

5

$661.83M
IFF, IRTC, BBWI, SPY
13F-HR
Nov 14, 2022
000183828922000006

3

$788.41M
IFF, IRTC, BBWI
13F-HR
Jul 25, 2022
000180064122000008

4

$891.21M
IFF, IRTC, BBWI, COLFAX CORP
13F-HR
May 16, 2022
000149315222013751

5

$1.13B
IFF, BBWI, IRTC, COLFAX CORP
13F-HR
Feb 14, 2022
000090571822000333