VeriStar Capital Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), VeriStar Capital Management LP reported 10 stock positions worth $71.7 million. Its top holding was Sensata Technologies Holdplc (ST) at 20.2% of the portfolio, followed by Fiserv (FISV, 10.6%) and Align Technology (ALGN, 10.1%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 1 and reduced 8. The biggest buy was Sensata Technologies Holdplc (ST, shares +3%) and the biggest sale an exit from Lamb Weston (LW).
- Most Recent 13F
- Q3 2025
- Location
- NEW YORK, NY
- CIK
- 0001905111
- Portfolio Value
- $71.7M (Q3 2024)
- SEC Filing
- 0001892688-24-000142 ↗ filed Nov 14, 2024
Holdings Value
Holdings 10 stocks · $71.7M
| ST Sensata Technologies Holdplc | 20.16% | 403,064 | $14.5M | Add +2.5% |
| FISV Fiserv Inc. | 10.56% | 42,154 | $7.6M | Reduce -62.3% |
| ALGN Align Technology Inc. | 10.10% | 28,474 | $7.2M | New |
| BKNG Booking Holdings Inc. | 9.60% | 1,635 | $6.9M | Reduce -69.7% |
| HUM Humana Inc. | 9.59% | 21,700 | $6.9M | Reduce -49.1% |
| MOH Molina Healthcare Inc. | 9.35% | 19,453 | $6.7M | Reduce -64.1% |
| EIX Edison International | 9.12% | 75,064 | $6.5M | Reduce -70.5% |
| SYY Sysco Corp. | 8.60% | 78,958 | $6.2M | Reduce -57.3% |
| FIS Fidelity National Info Serv | 6.82% | 58,384 | $4.9M | Reduce -71.2% |
| GDDY GoDaddy Inc. Class A | 6.11% | 27,945 | $4.4M | Reduce -13.6% |
Portfolio Sells Q2 2024 → Q3 2024
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −12.70 |
| USFD US Foods Holding Corp. | Sold out | 0.00% | −5.80 |
| BKNG Booking Holdings Inc. | Reduce -69.7% | 9.60% | −3.20 |
| FIS Fidelity National Info Serv | Reduce -71.2% | 6.82% | −2.34 |
| EIX Edison International | Reduce -70.5% | 9.12% | −1.83 |
| MOH Molina Healthcare Inc. | Reduce -64.1% | 9.35% | −0.30 |
| HUM Humana Inc. | Reduce -49.1% | 9.59% | +0.04 |
| FISV Fiserv Inc. | Reduce -62.3% | 10.56% | +0.58 |
| SYY Sysco Corp. | Reduce -57.3% | 8.60% | +0.68 |
| GDDY GoDaddy Inc. Class A | Reduce -13.6% | 6.11% | +3.40 |