Follow The Filings

Davidson Kempner Capital Management LP activity

Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.

2026 Q2 vs 2026 Q1, filed 14 Aug. Sitewide activity

New 66
Add 38
Reduce 16
Exit 58

178 shown

Ticker Action Δ weight Detail Period
EA New 0% to 8.9% $750M Q1→Q2
SPCX New 0% to 2.4% $201M Q1→Q2
CBRS New 0% to 0.89% $75M Q1→Q2
VECO New 0% to 0.68% $57M Q1→Q2
WAB New 0% to 0.64% $54M Q1→Q2
VSH New 0% to 0.57% $48M Q1→Q2
CRWV New 0% to 0.47% $40M Q1→Q2
GOOGL New 0% to 0.35% $30M Q1→Q2
SPOT New 0% to 0.35% $30M Q1→Q2
VSAT New 0% to 0.32% $27M Q1→Q2
Enviri New 0% to 0.29% $24M Q1→Q2
QNT New 0% to 0.29% $24M Q1→Q2
MGM New 0% to 0.28% $24M Q1→Q2
NVT New 0% to 0.28% $24M Q1→Q2
MSI New 0% to 0.25% $21M Q1→Q2
HUM New 0% to 0.24% $20M Q1→Q2
VISN New 0% to 0.23% $19M Q1→Q2
DKNG New 0% to 0.23% $20M Q1→Q2
United States Antimony New 0% to 0.22% $18M Q1→Q2
COR New 0% to 0.21% $18M Q1→Q2
FDX New 0% to 0.20% $16M Q1→Q2
Critical Metals New 0% to 0.18% $15M Q1→Q2
FDX New 0% to 0.15% $13M Q1→Q2
XYZ New 0% to 0.14% $11M Q1→Q2
APP New 0% to 0.12% $10M Q1→Q2
KEX New 0% to 0.12% $10M Q1→Q2
TWLO New 0% to 0.12% $10M Q1→Q2
FRVO New 0% to 0.11% $9.5M Q1→Q2
W New 0% to 0.11% $9.2M Q1→Q2
MDT New 0% to 0.11% $9M Q1→Q2
INIO New 0% to 0.11% $9.3M Q1→Q2
PKG New 0% to 0.10% $8.3M Q1→Q2
WRK New 0% to 0.10% $8.1M Q1→Q2
AIB New 0% to 0.09% $7.4M Q1→Q2
MAIR New 0% to 0.09% $7.8M Q1→Q2
DPC New 0% to 0.09% $7.4M Q1→Q2
Karbon Cap Partners New 0% to 0.09% $7.6M Q1→Q2
Momentus New 0% to 0.07% $5.7M Q1→Q2
RRX New 0% to 0.07% $6M Q1→Q2
SEI New 0% to 0.07% $5.6M Q1→Q2
AADX New 0% to 0.06% $4.7M Q1→Q2
Daedalus SPL Acquisit… New 0% to 0.06% $5M Q1→Q2
Arxis New 0% to 0.05% $4.6M Q1→Q2
THE New 0% to 0.05% $4.4M Q1→Q2
Humacyte New 0% to 0.05% $3.9M Q1→Q2
Navitas Semiconductor New 0% to 0.05% $4.5M Q1→Q2
SHAZ New 0% to 0.05% $4.2M Q1→Q2
Berto Acquisition Cor… New 0% to 0.05% $4M Q1→Q2
DGXX New 0% to 0.04% $3.2M Q1→Q2
Enhanced Group New 0% to 0.04% $3.7M Q1→Q2
XE New 0% to 0.04% $3.3M Q1→Q2
Patriot Acquisition New 0% to 0.04% $3M Q1→Q2
Safeguard Acquisition New 0% to 0.04% $3.5M Q1→Q2
AIRJ New 0% to 0.03% $2.7M Q1→Q2
New Era Energy & Digi… New 0% to 0.03% $2.4M Q1→Q2
SUNN New 0% to 0.03% $2.4M Q1→Q2
Avalyn Pharmaceuticals New 0% to 0.01% $757K Q1→Q2
Hawkeye 360 New 0% to 0.01% $607K Q1→Q2
Liftoff Mobile New 0% to 0.01% $1.2M Q1→Q2
Lincoln International New 0% to 0.01% $477K Q1→Q2
Qiagen New 0% to 0.01% $430K Q1→Q2
AVEX New 0% to <0.01% $209K Q1→Q2
EROK New 0% to <0.01% $372K Q1→Q2
KEEL New 0% to <0.01% $304K Q1→Q2
Greenland Mines New 0% to <0.01% $260K Q1→Q2
Duke Robotics New 0% to <0.01% $210K Q1→Q2
HOLX Exit 1.7% to 0% $122M Q1→Q2
ALC Exit 1.3% to 0% $98M Q1→Q2
NVRI Exit 1.3% to 0% $92M Q1→Q2
ACLX Exit 0.88% to 0% $64M Q1→Q2
B Exit 0.78% to 0% $57M Q1→Q2
FPS Exit 0.56% to 0% $41M Q1→Q2
RTX Exit 0.53% to 0% $39M Q1→Q2
MSFT Exit 0.42% to 0% $31M Q1→Q2
INTU Exit 0.34% to 0% $25M Q1→Q2
GWW Exit 0.31% to 0% $23M Q1→Q2
TTWO Exit 0.31% to 0% $23M Q1→Q2
SNPS Exit 0.27% to 0% $20M Q1→Q2
DIS Exit 0.26% to 0% $19M Q1→Q2
DE Exit 0.23% to 0% $17M Q1→Q2
TERN Exit 0.22% to 0% $16M Q1→Q2
AVGO Exit 0.21% to 0% $15M Q1→Q2
ABNB Exit 0.17% to 0% $13M Q1→Q2
ANET Exit 0.17% to 0% $12M Q1→Q2
CNM Exit 0.17% to 0% $12M Q1→Q2
ADSK Exit 0.16% to 0% $12M Q1→Q2
ROKU Exit 0.16% to 0% $12M Q1→Q2
ALM Exit 0.15% to 0% $11M Q1→Q2
JAN Exit 0.15% to 0% $11M Q1→Q2
XPO Exit 0.13% to 0% $9.7M Q1→Q2
ALKT Exit 0.12% to 0% $8.8M Q1→Q2
HGV Exit 0.12% to 0% $9M Q1→Q2
Karbon Cap Partners Exit 0.10% to 0% $7.7M Q1→Q2
HUBG Exit 0.09% to 0% $6.3M Q1→Q2
GFS Exit 0.09% to 0% $6.7M Q1→Q2
SRAD Exit 0.09% to 0% $6.9M Q1→Q2
ELV Exit 0.08% to 0% $6.2M Q1→Q2
ORCL Exit 0.08% to 0% $5.7M Q1→Q2
Horizon Quantum Exit 0.08% to 0% $5.6M Q1→Q2
VCTR Exit 0.07% to 0% $4.8M Q1→Q2
Daedalus SPL Acquisit… Exit 0.07% to 0% $5M Q1→Q2
PAYP Exit 0.06% to 0% $4.3M Q1→Q2
BOBS Exit 0.05% to 0% $3.5M Q1→Q2
BSX Exit 0.05% to 0% $4M Q1→Q2
HPE Exit 0.05% to 0% $3.5M Q1→Q2
ISRG Exit 0.05% to 0% $3.6M Q1→Q2
Safeguard Acquisition Exit 0.05% to 0% $3.5M Q1→Q2
BDX Exit 0.04% to 0% $2.7M Q1→Q2
CNI Exit 0.04% to 0% $2.6M Q1→Q2
CBUS Exit 0.04% to 0% $3M Q1→Q2
DOCN Exit 0.04% to 0% $2.8M Q1→Q2
RVMD Exit 0.04% to 0% $2.6M Q1→Q2
RBLX Exit 0.04% to 0% $2.7M Q1→Q2
Cantor Equity Partner… Exit 0.04% to 0% $3.1M Q1→Q2
ARI Exit 0.03% to 0% $2.3M Q1→Q2
CDE Exit 0.02% to 0% $1.5M Q1→Q2
GCMG Exit 0.02% to 0% $1.4M Q1→Q2
NEOV Exit 0.02% to 0% $1.2M Q1→Q2
MWH Exit 0.02% to 0% $1.2M Q1→Q2
DPRO Exit 0.01% to 0% $737K Q1→Q2
YSS Exit 0.01% to 0% $474K Q1→Q2
Pics Exit 0.01% to 0% $1M Q1→Q2
OFRM Exit <0.01% to 0% $327K Q1→Q2
VOYG Exit <0.01% to 0% $269K Q1→Q2
MU Add 0.20% to 0.75% +29.4% sh Q1→Q2
BWXT Add 0.07% to 0.55% +860.2% sh Q1→Q2
UNH Add 0.07% to 0.50% +442.1% sh Q1→Q2
CAH Add 0.11% to 0.51% +384.2% sh Q1→Q2
CRH Add 0.22% to 0.63% +230.0% sh Q1→Q2
EW Add 0.04% to 0.34% +873.9% sh Q1→Q2
CEG Add 0.45% to 0.74% +112.0% sh Q1→Q2
DASH Add 0.28% to 0.58% +90.7% sh Q1→Q2
ALOY Add 0.04% to 0.30% +479.1% sh Q1→Q2
DVA Add 0.07% to 0.30% +238.6% sh Q1→Q2
ASML Add 0.36% to 0.59% +25.0% sh Q1→Q2
CVS Add 0.08% to 0.28% +182.5% sh Q1→Q2
CMCSA Add 0.45% to 0.64% +90.0% sh Q1→Q2
AMZN Add 0.28% to 0.45% +60.0% sh Q1→Q2
CVNA Add 0.35% to 0.51% +707.5% sh Q1→Q2
EHC Add 0.02% to 0.18% +731.1% sh Q1→Q2
THC Add 0.04% to 0.19% +490.6% sh Q1→Q2
BLCO Add 0.48% to 0.62% +43.6% sh Q1→Q2
DHC Add 0.57% to 0.71% +2.6% sh Q1→Q2
IEX Add 0.14% to 0.27% +81.8% sh Q1→Q2
SNOW Add 0.19% to 0.30% +11.1% sh Q1→Q2
MDLN Add 0.05% to 0.15% +337.6% sh Q1→Q2
BKNG Add 0.42% to 0.33% +2058.5% sh Q1→Q2
INVH Add 0.19% to 0.29% +40.2% sh Q1→Q2
NOK Add 0.08% to 0.16% +46.4% sh Q1→Q2
TDS Add 0.81% to 0.88% +42.0% sh Q1→Q2
TMDX Add 0.20% to 0.13% +14.0% sh Q1→Q2
UBER Add 0.20% to 0.26% +50.0% sh Q1→Q2
AME Add 0.53% to 0.57% +11.1% sh Q1→Q2
JCI Add 0.55% to 0.59% +9.7% sh Q1→Q2
SYK Add 0.08% to 0.11% +60.7% sh Q1→Q2
SATS Add 2.4% to 2.4% +31.3% sh Q1→Q2
BA Add 0.71% to 0.72% +7.7% sh Q1→Q2
KBR Add 0.18% to 0.19% +29.1% sh Q1→Q2
MIR Add 0.33% to 0.35% +23.2% sh Q1→Q2
CCI Add 0.35% to 0.34% +21.8% sh Q1→Q2
META Add 0.83% to 0.82% +16.0% sh Q1→Q2
LIN Add 0.37% to 0.37% +9.1% sh Q1→Q2
NVDA Reduce 1.0% to 0.36% −64.9% sh Q1→Q2
TMUS Reduce 1.4% to 0.76% −21.3% sh Q1→Q2
MA Reduce 0.44% to 0.15% −61.5% sh Q1→Q2
CPRI Reduce 0.34% to 0.09% −70.0% sh Q1→Q2
AOMR Reduce 0.41% to 0.20% −49.1% sh Q1→Q2
UMAC Reduce 0.28% to 0.07% −83.4% sh Q1→Q2
Q Reduce 0.31% to 0.16% −58.8% sh Q1→Q2
STX Reduce 0.54% to 0.68% −41.4% sh Q1→Q2
KOS Reduce 0.32% to 0.20% −5.0% sh Q1→Q2
RR Reduce 0.24% to 0.13% −41.2% sh Q1→Q2
CHRW Reduce 0.26% to 0.19% −26.1% sh Q1→Q2
JHX Reduce 0.27% to 0.21% −35.7% sh Q1→Q2
APG Reduce 0.14% to 0.10% −20.0% sh Q1→Q2
PH Reduce 0.27% to 0.23% −11.1% sh Q1→Q2
FUN Reduce 0.09% to 0.07% −21.6% sh Q1→Q2
SPY Reduce 0.05% to 0.04% −24.2% sh Q1→Q2