DOSSIER · 13F-HR · Q1 2026

Opti Capital Management, LP

Opti's pension fund based in Stamford, CT $1.4B in tracked AUM across 36 positions as of Q1 2026.

O
Opti·Stamford, CT·Pension Fund
CIK 0001738654 · last filed Mar 31, 2026
Total AUM
$1.4B
8.1%
vs prior
Holdings
36
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Opti Capital Management, LP SEC 13F Filing
1. Portfolio Overview

Opti Capital Management, LP manages a concentrated portfolio totaling approximately $1.60 billion across 44 holdings as of the report date September 30, 2025. The firm experienced a portfolio value contraction of 9.1% (down from $1.76B in the previous quarter), a decline driven by a combination of market performance and significant capital reallocation.

The portfolio exhibits a **high-co...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LYV 3.125 01/15/29
LIVE NATION ENTERTAINMENT IN
$91M59.4M6.5%
02
BL 1 06/01/29
BLACKLINE INC
$85M90.5M6.1%
03$82M87.5M5.9%
04$80M91.4M5.8%
05
DKNG 0 03/15/28
DRAFTKINGS INC NEW
$75M82.3M5.4%
06$67M76.7M4.8%
07$64M69.5M4.6%
08$64M68.9M4.6%
09$52M54.5M3.7%
10
TDOC 1.25 06/01/27
TELADOC HEALTH INC
$48M50.0M3.5%

Filing history

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