Thomas Kennedy
@Opti Capital Management, Lp
Latest period2024 - Q3ReportedManaged Assets$1.707TTotal holdings55
Assets growth rate27.01%Assets growth rate (2-Q avg)51447.94%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Opti Capital Management, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 55 positions.
Assets under management
The assets under management (AUM) of Opti Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.707T in assets, with a quarterly growth rate of 27.01% and a 2-quarter average growth rate of 51447.94%. The portfolio is managed by Thomas Kennedy, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
0826⤦Bentley Sys Inc
| 1.77% | $30.108B 30M shares@ $1003.61 avg price | Decreased -24.79% |
6821⤦Omnicell Com
| 1.56% | $26.461B 27.666M shares@ $956.47 avg price | Decreased -37.12% |
9294⤦Wix Com Ltd
| 0.99% | $16.859B 17.635M shares@ $956.0 avg price | Decreased -5.36% |
0082⤦Affirm Hldgs Inc
| 0.53% | $8.9B 10M shares@ $890.0 avg price | Decreased -61.71% |
0900⤦Bill Holdings Inc
| 0.44% | $7.427B 8.392M shares@ $884.96 avg price | Decreased -22.95% |