MayKao Y. Manisone

One Fin Capital Management Lp

Assets Managed

$280.268M

Holdings

Last Quarter

2026 - Q1

Filed Date

18d ago

Growth Rate

-9.24%(2Q avg: -3.83%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in One Fin Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of One Fin Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 280.268M in assets, with a quarterly growth rate of -9.24% and a 2-quarter average growth rate of -3.83%. The portfolio is managed by MayKao Y. Manisone, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NXT Nextracker Inc-cl A Recent Activity	12.91%	$36.165M 300,000 shares@ $120.55 avg price
ur-3⤦ Lithium Argentina Ag Recent Activity	8.8%	$24.648M 25.525M shares@ $0.97 avg price
NSC Norfolk Southern Corp Recent Activity	8.2%	$22.96M 80,000 shares@ $287.0 avg price
NVDA Nvidia Corp Recent Activity	7.47%	$20.928M↓ Put 120,000 shares@ $174.4 avg price
WBD Warner Bros Discovery Inc Recent Activity Increased 21.6%	7.45%	$20.87M 760,000 shares@ $27.46 avg price	Increased 21.6%
AMRZ Amrize Ltd Recent Activity	6.76%	$18.935M 338,000 shares@ $56.02 avg price
RKT Rocket Cos Inc-class A Recent Activity Decreased -9.77%	6.11%	$17.1M 1.2M shares@ $14.25 avg price	Decreased -9.77%
APTV Aptiv Plc Recent Activity New Position	5.58%	$15.624M 225,000 shares@ $69.44 avg price	New Position
SOLS Solstice Adv Materials Inc Recent Activity Decreased -41.53%	5.17%	$14.47M 190,000 shares@ $76.16 avg price	Decreased -41.53%
GNRC Generac Holdings Inc Recent Activity New Position	4.67%	$13.087M 67,000 shares@ $195.33 avg price	New Position

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