Solel Partners LP

Name: Solel Partners LP 13F holdings, Q1 2024
Creator: Solel Partners LP
Published: 2024-05-15

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Solel Partners LP reported 18 stock positions worth $561.9 million. Its top holding was Cigna (CI) at 15.1% of the portfolio, followed by Bioceres Crop Solutions (BIOX, 10.3%) and Humana (HUM, 8.3%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 2 and reduced 5. The biggest buy was Humana (HUM, shares +104%) and the biggest sale Alight Class A (ALIT, shares −52%).

Most Recent 13F: Q2 2026
Location: BOSTON, MA
CIK: 0001790604
Portfolio Value: $561.9M (Q1 2024)
SEC Filing: 0000905148-24-001432 ↗ filed May 15, 2024

Holdings Value

Holdings 18 stocks · $561.9M


CI The Cigna Group	15.12%	233,900	$85.0M	No change
BIOX Bioceres Crop Solutions Corp.	10.32%	4,579,364	$58.0M	No change
HUM Humana Inc.	8.32%	134,800	$46.7M	Add +103.6%
SYF Synchrony Financial	8.09%	1,054,300	$45.5M	No change
FNF Fidelity National Financial	7.46%	789,000	$41.9M	No change
TNL Travel + Leisure Co.	6.86%	787,317	$38.5M	No change
AMZN Amazon.com Inc.	6.50%	202,470	$36.5M	Reduce -38.9%
BASE Couchbase Inc.	6.05%	1,292,513	$34.0M	Reduce -48.5%
ZUO Zuora Inc. Class A	5.80%	3,574,863	$32.6M	No change
ALIT Alight Inc. Class A	5.55%	3,167,317	$31.2M	Reduce -52.5%
CXM Sprinklr Inc. Class A	5.49%	2,516,237	$30.9M	Add +35.2%
LAW CS Disco Inc.	4.84%	3,342,308	$27.2M	No change
HDB HDFC Bank Ltd.-ADR	4.15%	416,400	$23.3M	Reduce -17.2%
HLF Herbalife Ltd.	2.09%	1,169,405	$11.8M	No change
MLCO Melco Resorts & Entert-ADR	1.27%	989,300	$7.1M	No change
PUK Prudential PLC-ADR	1.17%	339,824	$6.5M	No change
LIVEPERSON INC	0.73%	4,094,659	$4.1M	Reduce -13.5%
CPNG Coupang Inc.	0.21%	65,600	$1.2M	New

Other holdings (2): bonds, preferreds, convertibles and warrants · $41.6M (not counted above)

Security	Class	Shares / Principal	Value	Change
UPSTART HOLDINGS INC (UPST 0.25 08/15/26)	NOTE 0.250% 8/1 · principal	32,516,000	$25.4M	Reduce -39.2%
LIVEPERSON INC (LPSN 0 12/15/26)	NOTE 12/1 · principal	41,700,000	$16.3M	Add +3.7%

Total filed on the 13F, all lines: $603.6M.

Portfolio Sells Q4 2023 → Q1 2024


ALIT Alight Inc. Class A	Reduce -52.5%	5.55%	−3.66
BASE Couchbase Inc.	Reduce -48.5%	6.05%	−3.10
LIVEPERSON INC	Reduce -13.5%	0.73%	−2.18
AIV Apartment Invt & Mgmt Co. Class A	Sold out	0.00%	−1.89
AMZN Amazon.com Inc.	Reduce -38.9%	6.50%	−1.66
HDB HDFC Bank Ltd.-ADR	Reduce -17.2%	4.15%	−1.32

Portfolio Buys Q4 2023 → Q1 2024


HUM Humana Inc.	Add +103.6%	8.32%	+3.41
CXM Sprinklr Inc. Class A	Add +35.2%	5.49%	+1.86
CPNG Coupang Inc.	New	0.21%	+0.21

Options Activity Q4 2023 → Q1 2024


ABNB Airbnb Inc. Class A	put	Sold out	50,000	$6.8Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q4 2023 → Q1 2024


UPSTART HOLDINGS INC (UPST 0.25 08/15/26)	NOTE 0.250% 8/1 · principal	Reduce -39.2%	32,516,000	$25.4M
WAYFAIR INC (W 0.625 10/01/25)	NOTE 0.625%10/0 · principal	Sold out	23,050,000	$21.0Mbefore exit
LIVEPERSON INC (LPSN 0 12/15/26)	NOTE 12/1 · principal	Add +3.7%	41,700,000	$16.3M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	24	$588.5M	HUM, UNH, CPT, SYF, TNL
Q1 2026	19	$467.7M	UNH, SYF, BRZE, TNL, CVS
Q4 2025	22	$618.2M	UNH, SYF, CVS, BRZE, BRSL
Q3 2025	19	$519.8M	UNH, BRSL, CVS, SYF, TNL
Q2 2025	20	$574.5M	SYF, BRSL, UNH, BASE, CVS
Q1 2025	21	$540.1M	SYF, BRSL, CVS, TNL, UNH
Q4 2024	21	$492.9M	SYF, CVS, BRSL, CI, TNL
Q3 2024	17	$490.9M	CVS, BRSL, SYF, GO, CI
Q2 2024	21	$594.0M	HUM, BIOX, SYF, BRSL, ZUO
Q1 2024	18	$561.9M	CI, BIOX, HUM, SYF, FNF