Solel Partners LP
- SEC CIK
- 0001790604
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 22
- −5 vs. Q4 2022
- Portfolio value
- $489.1M
- +$42.6M (+9.5%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BIOXBioceres Crop Solutions Corp. | SHS | 4,579,364 | $53.2M | 10.9% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 1,482,500 | $47.0M | 9.6% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 414,370 | $42.8M | 8.8% | +25,000+6.4% | Added | History |
| ALITAlight, Inc. / Delaware | COM CL A | 4,615,817 | $42.5M | 8.7% | 00.0% | Unchanged | History |
| PRGPROG Holdings, Inc. | Stock | 1,554,636 | $37.0M | 7.6% | +205,378+15.2% | Added | History |
| CICigna Group | Stock | 128,600 | $32.9M | 6.7% | 00.0% | Unchanged | History |
| BASECouchbase, Inc. | COM | 2,214,096 | $31.1M | 6.4% | +467,638+26.8% | Added | History |
| Wayfair Inc.94419LAM3 | NOTE 0.625%10/0 | – | $29.5M | 6.0% | – | – | – |
| ZUOZuora Inc | COM CL A | 2,395,339 | $23.7M | 4.8% | +1,055,100+78.7% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 300,000 | $20.0M | 4.1% | 00.0% | Unchanged | History |
| AIVApartment Investment & Management Co | CL A | 2,487,494 | $19.1M | 3.9% | 00.0% | Unchanged | History |
| HLFHerbalife Ltd. | COM SHS | 1,169,405 | $18.8M | 3.8% | 00.0% | Unchanged | History |
| TNLTravel & Leisure Co. | COM | 451,958 | $17.7M | 3.6% | +100,000+28.4% | Added | History |
| PCGPG&E Corp | Stock | 1,056,250 | $17.1M | 3.5% | 00.0% | Unchanged | History |
| LAWCS Disco, Inc. | COM | 2,484,000 | $16.5M | 3.4% | +2,484,000 | New | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 1,220,000 | $15.5M | 3.2% | −200,000−14.1% | Reduced | History |
| PUKPrudential PLC | ADR | 339,824 | $9.29M | 1.9% | 00.0% | Unchanged | History |
| Upstart Hldgs Inc91680MAB3 | NOTE 0.250% 8/1 | – | $9.05M | 1.9% | – | – | – |
| TASTCarrols Restaurant Group, Inc. | COM | 1,540,062 | $3.43M | 0.7% | +40,062+2.7% | Added | History |
| ROSTRoss Stores, Inc. | COM | 14,000 | $1.49M | 0.3% | 00.0% | Unchanged | History |
| OPENOpendoor Technologies Inc. | COM | 750,000 | $1.32M | 0.3% | −750,000−50.0% | Reduced | History |
| Post Holdings Partnering Cor737465112 | *W EXP 04/12/202 | 366,666 | $55.0K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2022 (6)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| HUMHumana Inc | Stock | 45,300 | $23.2M | 5.2% | History |
| NTNXNutanix, Inc. | Stock | 451,938 | $11.8M | 2.6% | History |
| MCWMister Car Wash, Inc. | COM | 345,893 | $3.19M | 0.7% | History |
| VVVValvoline Inc | COM | 50,000 | $1.63M | 0.4% | History |
| APOApollo Global Management, Inc. | COM | 19,500 | $1.24M | 0.3% | History |
| APPNAppian Corp | CL A | 21,000 | $683.8K | 0.2% | History |