Solel Partners LP

BOSTON, MA · CIK 1790604 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited partnership

Assets managed$1.2bn
Staff10 · 5 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $1.2bn gross assets
Form ADV · 2026-03-24SEC adviser record

Legal entitySOLEL PARTNERS LP (US)

Kindhedge funds
Others nearbyBoston, MA

As an employer

Offices in1 country
Private fundshedge 1

$588.5m reported value +25.8% vs Q1 2026

24positions

72.6%in top 10

6 new 5 added 9 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	HUMANA INC COM HUM	HUM	162,990	$64.7m11.00%	11.00%	Reduced -6.6k	-6,560 -3.9%
2	UNITEDHEALTH GROUP INC COM UNH	UNH	151,527	$63.0m10.70%	10.70%	Reduced -55.0k	-55,000 -26.6%
3	CAMDEN PPTY TR SH BEN INT CPT	CPT	366,150	$41.9m7.12%	7.12%	Added +40.0k	+40,000 12.3%
4	SYNCHRONY FINANCIAL COM SYF	SYF	524,900	$39.9m6.78%	6.78%	Reduced -214.1k	-214,100 -29.0%
5	TRAVEL PLUS LEISURE CO COM TNL	TNL	513,418	$39.2m6.67%	6.67%	Reduced -39.2k	-39,199 -7.1%
6	LPL FINL HLDGS INC COM LPLA	LPLA	137,000	$38.6m6.56%	6.56%	New
7	HERBALIFE LTD COM SHS HLF	HLF	2,848,115	$37.5m6.36%	6.36%	Added +987.5k	+987,500 53.1%
8	BRAZE INC COM CL A BRZE	BRZE	1,672,000	$36.3m6.16%	6.16%	Unchanged
9	AMAZON COM INC COM AMZN	AMZN	146,800	$35.0m5.95%	5.95%	Reduced -1.5k	-1,500 -1.0%
10	WEX INC COM WEX	WEX	222,387	$31.4m5.33%	5.33%	Added +55.4k	+55,387 33.2%
11	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	409,700	$26.2m4.46%	4.46%	New
12	CHURCHILL DOWNS INC COM CHDN	CHDN	281,700	$25.3m4.29%	4.29%	New
13	ESSEX PPTY TR INC COM ESS	ESS	76,700	$22.4m3.80%	3.80%	Unchanged
14	SPRINKLR INC CL A CXM	CXM	3,649,369	$18.8m3.20%	3.20%	Unchanged
15	INTERNATIONAL GAME TECHNOLOG SHS USD BRSL	BRSL	1,720,124	$18.4m3.13%	3.13%	Added +300.0k	+300,000 21.1%
16	ALEXANDRIA REAL ESTATE EQ IN COM ARE	ARE	268,008	$14.2m2.41%	2.41%	New
17	DRAFTKINGS INC NEW COM CL A DKNG	DKNG	447,170	$11.3m1.92%	1.92%	Reduced -450.0k	-450,000 -50.2%
18	CS DISCO INC COM LAW	LAW	1,187,945	$4.5m0.76%	0.76%	Added +143.5k	+143,501 13.7%
19	GROCERY OUTLET HLDG CORP COM GO	GO	428,736	$4.3m0.73%	0.73%	New
20	CVS HEALTH CORP COM CVS	CVS	39,400	$4.1m0.69%	0.69%	Reduced -454.3k	-454,300 -92.0%
21	STEWART INFORMATION SVCS COR COM STC	STC	56,166	$3.7m0.63%	0.63%	New
22	XPONENTIAL FITNESS INC COM CL A XPOF	XPOF	485,300	$3.4m0.57%	0.57%	Reduced -759.7k	-759,700 -61.0%
23	TPG RE FIN TR INC COM TRTX	TRTX	349,838	$2.9m0.50%	0.50%	Reduced -190.7k	-190,736 -35.3%
24	BIOCERES CROP SOLUTIONS CORP SHS BIOX	BIOX	4,579,364	$1.6m0.27%	0.27%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PRUDENTIAL PLC PUK	PUK	266,592	$7.6m266.6k shares