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DAVIDSON KEMPNER CAPITAL MANAGEMENT LP

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

New 66
Add 38
Reduce 16
Exit 58

178 shown

ticker action Δ port detail period
EA New +8.91 pp opened 8.9% Q1→Q2
SPCX New +2.38 pp opened 2.4% Q1→Q2
CBRS New +0.89 pp opened 0.89% Q1→Q2
VECO New +0.68 pp opened 0.68% Q1→Q2
WAB New +0.64 pp opened 0.64% Q1→Q2
VSH New +0.57 pp opened 0.57% Q1→Q2
CRWV New +0.47 pp opened 0.47% Q1→Q2
GOOGL New +0.35 pp opened 0.35% Q1→Q2
SPOT New +0.35 pp opened 0.35% Q1→Q2
VSAT New +0.32 pp opened 0.32% Q1→Q2
Enviri New +0.29 pp opened 0.29% Q1→Q2
QNT New +0.29 pp opened 0.29% Q1→Q2
MGM New +0.28 pp opened 0.28% Q1→Q2
NVT New +0.28 pp opened 0.28% Q1→Q2
MSI New +0.25 pp opened 0.25% Q1→Q2
HUM New +0.24 pp opened 0.24% Q1→Q2
VISN New +0.23 pp opened 0.23% Q1→Q2
DKNG New +0.23 pp opened 0.23% Q1→Q2
United States New +0.22 pp opened 0.22% Q1→Q2
COR New +0.21 pp opened 0.21% Q1→Q2
FDX New +0.20 pp opened 0.20% Q1→Q2
Critical Metals New +0.18 pp opened 0.18% Q1→Q2
FDX New +0.15 pp opened 0.15% Q1→Q2
XYZ New +0.14 pp opened 0.14% Q1→Q2
APP New +0.12 pp opened 0.12% Q1→Q2
KEX New +0.12 pp opened 0.12% Q1→Q2
TWLO New +0.12 pp opened 0.12% Q1→Q2
FRVO New +0.11 pp opened 0.11% Q1→Q2
W New +0.11 pp opened 0.11% Q1→Q2
MDT New +0.11 pp opened 0.11% Q1→Q2
INIO New +0.11 pp opened 0.11% Q1→Q2
PKG New +0.10 pp opened 0.10% Q1→Q2
WRK New +0.10 pp opened 0.10% Q1→Q2
AIB New +0.09 pp opened 0.09% Q1→Q2
Madison Air New +0.09 pp opened 0.09% Q1→Q2
DPC New +0.09 pp opened 0.09% Q1→Q2
Karbon Cap New +0.09 pp opened 0.09% Q1→Q2
Momentus New +0.07 pp opened 0.07% Q1→Q2
RRX New +0.07 pp opened 0.07% Q1→Q2
SEI New +0.07 pp opened 0.07% Q1→Q2
AADX New +0.06 pp opened 0.06% Q1→Q2
Daedalus Spl New +0.06 pp opened 0.06% Q1→Q2
Arxis New +0.05 pp opened 0.05% Q1→Q2
THE New +0.05 pp opened 0.05% Q1→Q2
Humacyte New +0.05 pp opened 0.05% Q1→Q2
Navitas Semiconductor New +0.05 pp opened 0.05% Q1→Q2
SHAZ New +0.05 pp opened 0.05% Q1→Q2
Berto Acquisition New +0.05 pp opened 0.05% Q1→Q2
DGXX New +0.04 pp opened 0.04% Q1→Q2
Enhanced New +0.04 pp opened 0.04% Q1→Q2
XE New +0.04 pp opened 0.04% Q1→Q2
Patriot Acquisition New +0.04 pp opened 0.04% Q1→Q2
Safeguard Acquisition New +0.04 pp opened 0.04% Q1→Q2
AIRJ New +0.03 pp opened 0.03% Q1→Q2
New Era New +0.03 pp opened 0.03% Q1→Q2
SUNN New +0.03 pp opened 0.03% Q1→Q2
Avalyn Pharmaceuticals New +0.01 pp opened 0.01% Q1→Q2
Hawkeye 360 New +0.01 pp opened 0.01% Q1→Q2
Liftoff Mobile New +0.01 pp opened 0.01% Q1→Q2
Lincoln New +0.01 pp opened 0.01% Q1→Q2
Qiagen NV New +0.01 pp opened 0.01% Q1→Q2
AVEX New 0.00 pp opened <0.01% Q1→Q2
EROK New 0.00 pp opened <0.01% Q1→Q2
KEEL New 0.00 pp opened <0.01% Q1→Q2
Greenland Mines New 0.00 pp opened <0.01% Q1→Q2
Duke Robotics New 0.00 pp opened <0.01% Q1→Q2
HOLX Exit −1.67 pp was 1.7% Q1→Q2
ALC Exit −1.34 pp was 1.3% Q1→Q2
HA7 Exit −1.25 pp was 1.3% Q1→Q2
ACLXGBX Exit −0.88 pp was 0.88% Q1→Q2
B Exit −0.78 pp was 0.78% Q1→Q2
FPS Exit −0.56 pp was 0.56% Q1→Q2
RTX Exit −0.53 pp was 0.53% Q1→Q2
MSFT Exit −0.42 pp was 0.42% Q1→Q2
INTU Exit −0.34 pp was 0.34% Q1→Q2
GWW Exit −0.31 pp was 0.31% Q1→Q2
TTWO Exit −0.31 pp was 0.31% Q1→Q2
SNPS Exit −0.27 pp was 0.27% Q1→Q2
DIS Exit −0.26 pp was 0.26% Q1→Q2
DE Exit −0.23 pp was 0.23% Q1→Q2
TERN Exit −0.22 pp was 0.22% Q1→Q2
AVGO Exit −0.21 pp was 0.21% Q1→Q2
ABNB Exit −0.17 pp was 0.17% Q1→Q2
ANET Exit −0.17 pp was 0.17% Q1→Q2
CNM Exit −0.17 pp was 0.17% Q1→Q2
ADSK Exit −0.16 pp was 0.16% Q1→Q2
ROKU Exit −0.16 pp was 0.16% Q1→Q2
ALM Exit −0.15 pp was 0.15% Q1→Q2
JAN Exit −0.15 pp was 0.15% Q1→Q2
XPO Exit −0.13 pp was 0.13% Q1→Q2
ALKT Exit −0.12 pp was 0.12% Q1→Q2
HGV Exit −0.12 pp was 0.12% Q1→Q2
Karbon Cap Exit −0.10 pp was 0.10% Q1→Q2
HUBG Exit −0.09 pp was 0.09% Q1→Q2
GFS Exit −0.09 pp was 0.09% Q1→Q2
SRAD Exit −0.09 pp was 0.09% Q1→Q2
ELV Exit −0.08 pp was 0.08% Q1→Q2
ORCL Exit −0.08 pp was 0.08% Q1→Q2
Horizon Quantum Exit −0.08 pp was 0.08% Q1→Q2
VCTR Exit −0.07 pp was 0.07% Q1→Q2
Daedalus Spl Exit −0.07 pp was 0.07% Q1→Q2
PAYP Exit −0.06 pp was 0.06% Q1→Q2
BOBS Exit −0.05 pp was 0.05% Q1→Q2
BSX Exit −0.05 pp was 0.05% Q1→Q2
HPE Exit −0.05 pp was 0.05% Q1→Q2
ISRG Exit −0.05 pp was 0.05% Q1→Q2
Safeguard Acquisition Exit −0.05 pp was 0.05% Q1→Q2
BDX Exit −0.04 pp was 0.04% Q1→Q2
CNI Exit −0.04 pp was 0.04% Q1→Q2
CBUS Exit −0.04 pp was 0.04% Q1→Q2
DOCN Exit −0.04 pp was 0.04% Q1→Q2
RVMD Exit −0.04 pp was 0.04% Q1→Q2
RBLX Exit −0.04 pp was 0.04% Q1→Q2
Cantor Equity Exit −0.04 pp was 0.04% Q1→Q2
ARI Exit −0.03 pp was 0.03% Q1→Q2
CDE Exit −0.02 pp was 0.02% Q1→Q2
GCMG Exit −0.02 pp was 0.02% Q1→Q2
NEOV Exit −0.02 pp was 0.02% Q1→Q2
MWH Exit −0.02 pp was 0.02% Q1→Q2
DPRO Exit −0.01 pp was 0.01% Q1→Q2
YSS Exit −0.01 pp was 0.01% Q1→Q2
Pics NV Exit −0.01 pp was 0.01% Q1→Q2
OFRM Exit 0.00 pp was <0.01% Q1→Q2
VOYG Exit 0.00 pp was <0.01% Q1→Q2
MU Add +0.56 pp +29.4% sh Q1→Q2
BWXT Add +0.48 pp +860.2% sh Q1→Q2
UNH Add +0.43 pp +442.1% sh Q1→Q2
CAH Add +0.41 pp +384.2% sh Q1→Q2
CRH Add +0.41 pp +230.0% sh Q1→Q2
EW Add +0.31 pp +873.9% sh Q1→Q2
CEG Add +0.29 pp +112.0% sh Q1→Q2
DASH Add +0.29 pp +90.7% sh Q1→Q2
ALOY Add +0.26 pp +479.1% sh Q1→Q2
DVA Add +0.23 pp +238.6% sh Q1→Q2
ASML Add +0.23 pp +25.0% sh Q1→Q2
CVS Add +0.20 pp +182.5% sh Q1→Q2
CMCSA Add +0.19 pp +90.0% sh Q1→Q2
AMZN Add +0.17 pp +60.0% sh Q1→Q2
CVNA Add +0.16 pp +707.5% sh Q1→Q2
EHC Add +0.16 pp +731.1% sh Q1→Q2
THC Add +0.16 pp +490.6% sh Q1→Q2
BLCO Add +0.14 pp +43.6% sh Q1→Q2
DHC Add +0.14 pp +2.6% sh Q1→Q2
IEX Add +0.13 pp +81.8% sh Q1→Q2
SNOW Add +0.12 pp +11.1% sh Q1→Q2
MDLN Add +0.11 pp +337.6% sh Q1→Q2
BKNG Add −0.09 pp +2058.5% sh Q1→Q2
INVH Add +0.09 pp +40.2% sh Q1→Q2
NOK Add +0.08 pp +46.4% sh Q1→Q2
TDS Add +0.07 pp +42.0% sh Q1→Q2
TMDX Add −0.07 pp +14.0% sh Q1→Q2
UBER Add +0.06 pp +50.0% sh Q1→Q2
AME Add +0.05 pp +11.1% sh Q1→Q2
JCI Add +0.04 pp +9.7% sh Q1→Q2
SYK Add +0.03 pp +60.7% sh Q1→Q2
SATS Add −0.02 pp +31.3% sh Q1→Q2
BA Add +0.01 pp +7.7% sh Q1→Q2
KBR Add +0.01 pp +29.1% sh Q1→Q2
MIR Add +0.01 pp +23.2% sh Q1→Q2
CCI Add 0.00 pp +21.8% sh Q1→Q2
META Add 0.00 pp +16.0% sh Q1→Q2
LIN Add 0.00 pp +9.1% sh Q1→Q2
NVDA Reduce −0.66 pp −64.9% sh Q1→Q2
TMUS Reduce −0.63 pp −21.3% sh Q1→Q2
MA Reduce −0.29 pp −61.5% sh Q1→Q2
Capri Reduce −0.25 pp −70.0% sh Q1→Q2
AOMR Reduce −0.21 pp −49.1% sh Q1→Q2
UMAC Reduce −0.21 pp −83.4% sh Q1→Q2
Q Reduce −0.15 pp −58.8% sh Q1→Q2
STX Reduce +0.14 pp −41.4% sh Q1→Q2
KOS Reduce −0.12 pp −5.0% sh Q1→Q2
RR Reduce −0.12 pp −41.2% sh Q1→Q2
CHRW Reduce −0.07 pp −26.1% sh Q1→Q2
JHX Reduce −0.06 pp −35.7% sh Q1→Q2
APG Reduce −0.04 pp −20.0% sh Q1→Q2
PH Reduce −0.04 pp −11.1% sh Q1→Q2
FUN Reduce −0.02 pp −21.6% sh Q1→Q2
SPY Reduce −0.01 pp −24.2% sh Q1→Q2