Opti Capital Management, LP — 13F holdings

Opti Capital Management, LP reported 46 holdings worth $1.64B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. LIVE NATION ENTERTAINMENT IN — $106M (6.5%)
2. BLACKLINE INC — $83.6M (5.1%)
3. RAPID7 INC — $78.1M (4.8%)
4. DRAFTKINGS INC NEW — $76.8M (4.7%)
5. UGI CORP NEW — $74.0M (4.5%)
6. DEXCOM INC — $64.5M (3.9%)
7. SNAP INC — $64.2M (3.9%)
8. FIVE9 INC — $58.0M (3.5%)
9. VERTEX INC — $53.5M (3.3%)
10. TELADOC HEALTH INC — $48.8M (3.0%)