0001894188-24-000002.txt : 20240214 0001894188-24-000002.hdr.sgml : 20240214 20240214102540 ACCESSION NUMBER: 0001894188-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LTS One Management LP CENTRAL INDEX KEY: 0001894188 ORGANIZATION NAME: IRS NUMBER: 871396377 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22111 FILM NUMBER: 24633698 BUSINESS ADDRESS: STREET 1: 650 MADISON AVENUE, 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 646-860-0181 MAIL ADDRESS: STREET 1: 650 MADISON AVENUE, 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001894188 XXXXXXXX 12-31-2023 12-31-2023 LTS One Management LP

650 MADISON AVENUE, 15TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-22111 000317572 801-123373 N James P Gallagher 646-860-0181 James P Gallagher New York NY 02-14-2024 0 15 427946000 false INFORMATION TABLE 2 xml.xml AMAZON COM INC COM 023135106 22791000 150000 SH SOLE 150000 0 0 COSTAR GROUP INC COM 22160N109 13545000 155000 SH SOLE 155000 0 0 CSX CORP COM 126408103 23402000 675000 SH SOLE 675000 0 0 FEDEX CORP COM 31428X106 8854000 35000 SH SOLE 35000 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 45623000 350000 SH SOLE 350000 0 0 HUMANA INC COM 444859102 18312000 40000 SH SOLE 40000 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 28255000 220000 SH SOLE 220000 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 125099000 1545000 SH SOLE 1545000 0 0 IRHYTHM TECHNOLOGIES INC COM 450056106 37464000 350000 SH SOLE 350000 0 0 MICROSOFT CORP COM 594918104 18802000 50000 SH SOLE 50000 0 0 MOODYS CORP COM 615369105 14451000 37000 SH SOLE 37000 0 0 SHERWIN WILLIAMS CO COM 824348106 18714000 60000 SH SOLE 60000 0 0 TRANSUNION COM 89400J107 17865000 260000 SH SOLE 260000 0 0 VAIL RESORTS INC COM 91879Q109 16544000 77500 SH SOLE 77500 0 0 VISA INC COM 92826C839 18225000 70000 SH SOLE 70000 0 0