Solel Partners LP
- SEC CIK
- 0001790604
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 20
- −1 vs. Q4 2023
- Portfolio value
- $603.6M
- −$100.7M (−14.3%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CICigna Group | Stock | 233,900 | $85.0M | 14.1% | 00.0% | Unchanged | History |
| BIOXBioceres Crop Solutions Corp. | SHS | 4,579,364 | $58.0M | 9.6% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 134,800 | $46.7M | 7.7% | +68,600+103.6% | Added | History |
| SYFSynchrony Financial | COM | 1,054,300 | $45.5M | 7.5% | 00.0% | Unchanged | History |
| FNFFidelity National Financial, Inc. | COM SHS | 789,000 | $41.9M | 6.9% | 00.0% | Unchanged | History |
| TNLTravel & Leisure Co. | COM | 787,317 | $38.5M | 6.4% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 202,470 | $36.5M | 6.1% | −129,000−38.9% | Reduced | History |
| BASECouchbase, Inc. | COM | 1,292,513 | $34.0M | 5.6% | −1,214,692−48.4% | Reduced | History |
| ZUOZuora Inc | COM CL A | 3,574,863 | $32.6M | 5.4% | 00.0% | Unchanged | History |
| ALITAlight, Inc. / Delaware | COM CL A | 3,167,317 | $31.2M | 5.2% | −3,500,000−52.5% | Reduced | History |
| CXMSprinklr, Inc. | CL A | 2,516,237 | $30.9M | 5.1% | +655,000+35.2% | Added | History |
| LAWCS Disco, Inc. | COM | 3,342,308 | $27.2M | 4.5% | 00.0% | Unchanged | History |
| Upstart Hldgs Inc91680MAB3 | NOTE 0.250% 8/1 | – | $25.4M | 4.2% | – | – | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 416,400 | $23.3M | 3.9% | −86,600−17.2% | Reduced | History |
| Liveperson Inc538146AD3 | NOTE 12/1 | – | $16.3M | 2.7% | – | – | – |
| HLFHerbalife Ltd. | COM SHS | 1,169,405 | $11.8M | 1.9% | 00.0% | Unchanged | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 989,300 | $7.13M | 1.2% | 00.0% | Unchanged | History |
| PUKPrudential PLC | ADR | 339,824 | $6.55M | 1.1% | 00.0% | Unchanged | History |
| LPSNLiveperson Inc | COM | 4,094,659 | $4.08M | 0.7% | −637,541−13.5% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 65,600 | $1.17M | 0.2% | +65,600 | New | History |
Sold out since Q4 2023 (2)
Positions held at the end of Q4 2023 that are gone from this filing.