LTS One Management as of March 31, 2023
Portfolio Holdings for LTS One Management
LTS One Management holds 9 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| International Flavors & Fragrances (IFF) | 62.5 | $378M | 4.1M | 91.96 | |
| Irhythm Technologies (IRTC) | 20.2 | $122M | 985k | 124.03 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 5.4 | $33M | 342k | 95.19 | |
| Intuit (INTU) | 3.6 | $22M | 49k | 445.83 | |
| Activision Blizzard | 3.3 | $20M | 230k | 85.59 | |
| Intercontinental Exchange (ICE) | 1.9 | $12M | 110k | 104.29 | |
| Vail Resorts (MTN) | 1.5 | $9.3M | 40k | 233.68 | |
| Fidelity National Information Services (FIS) | 1.1 | $6.8M | 125k | 54.33 | |
| Irhythm Technologies Inc call Call Option | 0.4 | $2.5M | 200.00 | 12500.00 |
