Lts One Management L.P. 13F annual report

Lts One Management L.P. is an investment fund managing more than $581 million ran by James Gallagher. There are currently 10 companies in Mr. Gallagher’s portfolio. The largest investments include International Flavorsfragra and iRhythm Technologies Inc, together worth $420 million.

$581 million Assets Under Management (AUM)

As of 7th August 2023, Lts One Management L.P.’s top holding is 4,090,000 shares of International Flavorsfragra currently worth over $326 million and making up 56.0% of the portfolio value.In addition, the fund holds 905,000 shares of iRhythm Technologies Inc worth $94.4 million, whose value grew 8.4% in the past six months. The third-largest holding is Activision Blizzard Inc worth $29.5 million and the next is Fomento Economico Mexicano S worth $28.8 million, with 260,000 shares owned.

Currently, Lts One Management L.P.'s portfolio is worth at least $581 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Lts One Management L.P.

The Lts One Management L.P. office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, James Gallagher serves as the Chief Operating Officer at Lts One Management L.P..