Universe · entity
Opti Capital Management, LP
Institutional manager (13F) · CIK 1738654
13F holdings · as of 2026-03-31 · top 36 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | LIVE NATION ENTERTAINMENT IN | $91M | 59,377,000 |
| 2 | BLACKLINE INC | $85M | 90,500,000 |
| 3 | BLOCK INC | $82M | 87,500,000 |
| 4 | FIVE9 INC | $80M | 91,441,000 |
| 5 | DRAFTKINGS INC NEW | $75M | 82,250,000 |
| 6 | VERTEX INC | $67M | 76,744,000 |
| 7 | SNAP INC | $64M | 69,454,000 |
| 8 | DEXCOM INC | $64M | 68,917,000 |
| 9 | RAPID7 INC | $52M | 54,459,000 |
| 10 | TELADOC HEALTH INC | $48M | 50,000,000 |
| 11 | BOX INC | $46M | 49,500,000 |
| 12 | TRANSMEDICS GROUP INC | $45M | 35,000,000 |
| 13 | ETSY INC | $45M | 48,000,000 |
| 14 | ETSY INC | $45M | 49,809,000 |
| 15 | BENTLEY SYS INC | $44M | 46,000,000 |
| 16 | BILL HOLDINGS INC | $39M | 44,000,000 |
| 17 | IRHYTHM HOLDINGS INC | $38M | 35,000,000 |
| 18 | WORKIVA INC | $36M | 37,945,000 |
| 19 | WORLD KINECT CORPORATION | $34M | 32,463,000 |
| 20 | GLOBAL PMTS INC | $32M | 36,500,000 |
| 21 | VARONIS SYS INC | $31M | 35,668,000 |
| 22 | CONMED CORP | $28M | 29,073,000 |
| 23 | BIOMARIN PHARMACEUTICAL INC | $27M | 28,058,000 |
| 24 | FRESHPET INC | $26M | 22,500,000 |
| 25 | SHAKE SHACK INC | $25M | 25,768,000 |
| 26 | LCI INDS | $24M | 19,650,000 |
| 27 | ETSY INC | $22M | 22,251,000 |
| 28 | PROGRESS SOFTWARE CORP | $21M | 20,827,000 |
| 29 | ENPHASE ENERGY INC | $20M | 22,135,000 |
| 30 | MICROCHIP TECHNOLOGY INC. | $14M | 14,168,000 |
| 31 | HAEMONETICS CORP MASS | $12M | 12,500,000 |
| 32 | BANDWIDTH INC | $7M | 8,000,000 |
| 33 | REPLIGEN CORP | $6M | 6,581,000 |
| 34 | SNAP INC | $5M | 5,500,000 |
| 35 | LCI INDS | $5M | 5,000,000 |
| 36 | SEA LTD | $2M | 2,500,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.