Follow-The-Filings

Featured 13F manager

Davidson Kempner Capital Management LP

New York, NY 135 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $8.4B 13F
  • $4.1B Equity
  • 146 Positions
  • 2026 Q2
  • +14.9% QoQ

Options-heavy 13F

2026 Q2 · filed 8/14/2026 · 146 long · top 12 shown

long equity 48.3% of 13F · equity $4.1B

13F reported value includes option notionals

13F value over time

2026 Q2 $8.4B +14.9% QoQ
2021 Q3 · $5.6B 2021 Q3 · $5.6B
Q3 2021
2021 Q4 · $5.7B · +0.8% QoQ 2021 Q4 · $5.7B · +0.8% QoQ
Q4
2022 Q1 · $6.5B · +14.6% QoQ 2022 Q1 · $6.5B · +14.6% QoQ
Q1 2022
2022 Q2 · $5.3B · −18.6% QoQ 2022 Q2 · $5.3B · −18.6% QoQ
Q2
2022 Q3 · $5B · −4.7% QoQ 2022 Q3 · $5B · −4.7% QoQ
Q3
2022 Q4 · $4.3B · −14.0% QoQ 2022 Q4 · $4.3B · −14.0% QoQ
Q4
2023 Q1 · $5.2B · +19.5% QoQ 2023 Q1 · $5.2B · +19.5% QoQ
Q1 2023
2023 Q2 · $3.9B · −24.9% QoQ 2023 Q2 · $3.9B · −24.9% QoQ
Q2
2023 Q3 · $6.3B · +62.8% QoQ 2023 Q3 · $6.3B · +62.8% QoQ
Q3
2023 Q4 · $4.4B · −30.8% QoQ 2023 Q4 · $4.4B · −30.8% QoQ
Q4
2024 Q1 · $5.8B · +33.5% QoQ 2024 Q1 · $5.8B · +33.5% QoQ
Q1 2024
2024 Q2 · $4.9B · −16.3% QoQ 2024 Q2 · $4.9B · −16.3% QoQ
Q2
2024 Q3 · $3.7B · −24.3% QoQ 2024 Q3 · $3.7B · −24.3% QoQ
Q3
2024 Q4 · $4.4B · +17.9% QoQ 2024 Q4 · $4.4B · +17.9% QoQ
Q4
2025 Q1 · $4.9B · +11.6% QoQ 2025 Q1 · $4.9B · +11.6% QoQ
Q1 2025
2025 Q2 · $6.1B · +24.6% QoQ 2025 Q2 · $6.1B · +24.6% QoQ
Q2
2025 Q3 · $5.9B · −1.8% QoQ 2025 Q3 · $5.9B · −1.8% QoQ
Q3
2025 Q4 · $6.3B · +5.8% QoQ 2025 Q4 · $6.3B · +5.8% QoQ
Q4
2026 Q1 · $7.3B · +16.4% QoQ 2026 Q1 · $7.3B · +16.4% QoQ
Q1 2026
2026 Q2 · $8.4B · +14.9% QoQ 2026 Q2 · $8.4B · +14.9% QoQ
Q2

Book

2022 Q3 2022 Q2 · filed 14 Nov · long equity

Change Healthcare 5.41% New 9,891,560 $27.49 $272M +9,891,560 +$272M
ARKO — 4.32% Hold 23,139,671 $9.38 $217M
VST - Vistra 2.94% Hold 7,038,473 $21.00 $148M
Twitter 2.64% New 3,022,558 $43.84 $133M +3,022,558 +$133M
Avalara 2.44% New 1,335,499 $91.80 $123M +1,335,499 +$123M
TMUS - T-Mobile US 2.34% Reduce −4.5% 876,937 $134.16 $118M −40,987 −$6M
AOMR - Angel Oak Mtg 1.76% Hold 7,389,791 $11.98 $89M
Qiagen 1.76% Reduce −3.4% 2,099,666 $42.12 $88M −73,345 −$13M
Playa Hotels & Resorts 1.75% Hold 15,142,519 $5.82 $88M
Holding · CL A 1.66% Reduce −2.8% 8,873,883 $9.41 $84M −254,772 −$56M
ACI - Albertsons Cos 1.22% Add +104.5% 2,474,742 $24.86 $62M +1,264,415 +$29M
BKNG - Booking 1.04% Reduce −38.2% 31,654 $1,643 $52M −19,586 −$38M
TTWO - Take Two 0.93% Add +0.6% 430,527 $109.00 $47M +2,703 −$5M
CRC - California Res 0.88% New 1,155,730 $38.43 $44M +1,155,730 +$44M
UBER - UBER Technologies 0.87% Reduce −16.5% 1,649,214 $26.50 $44M −325,000 +$3M
CEG - Constellation Energy 0.83% Add +92.4% 498,901 $83.19 $42M +239,595 +$27M
TJX - Tjx Cos 0.82% Add +2.9% 663,087 $62.12 $41M +18,602 +$5M
DG - Dollar Gen 0.66% New 138,882 $239.86 $33M +138,882 +$33M
USFD - US Foods 0.58% Add +24.2% 1,110,702 $26.44 $29M +216,123 +$2M
HAS - Hasbro 0.54% Add +14.3% 400,000 $67.42 $27M +50,000 −$2M
CNH - Cnh Indl 0.51% Add +5.6% 2,289,971 $11.17 $26M +121,115 +$449K
WBD - Warner Bros Discovery 0.51% Reduce −2.0% 2,213,346 $11.51 $25M −44,770 −$5M
META - Meta Platforms · CL A 0.47% New 175,000 $135.68 $24M +175,000 +$24M
CNC - Centene Del 0.47% Add +269.6% 302,589 $77.81 $24M +220,713 +$17M
CLDT - Chatham Lodging Tr 0.45% Hold 2,303,259 $9.87 $23M
PLNT - Planet Fitness · CL A 0.43% Add +41.9% 378,273 $57.66 $22M +111,694 +$4M
Terminix Global 0.42% New 545,361 $38.29 $21M +545,361 +$21M
LIN - Linde 0.40% Add +13.3% 74,205 $273.65 $20M +8,729 +$1M
ROG - Rogers 0.40% New 82,051 $241.87 $20M +82,051 +$20M
Ushg Acquisition · CL A 0.38% Hold 1,946,526 $9.85 $19M
KRC - Kilroy Rlty 0.38% Hold 454,167 $42.11 $19M
SPGI - S&P Global 0.35% New 58,000 $305.34 $18M +58,000 +$18M
Knowbe4 · CL A 0.35% New 835,949 $20.81 $17M +835,949 +$17M
AMZN - Amazon 0.34% New 150,000 $113.02 $17M +150,000 +$17M
DPZ - Dominos Pizza 0.30% New 48,908 $310.19 $15M +48,908 +$15M
Pontem · CL A 0.30% Hold 1,494,380 $9.94 $15M
Austerlitz Acquisition · CL A 0.29% Hold 1,507,751 $9.81 $15M
Holding · CLASS A 0.27% Hold 1,400,000 $9.77 $14M
CONX · CL A 0.26% Hold 1,325,000 $9.99 $13M
ELAN - Elanco Animal Health 0.26% Add +936.9% 1,036,902 $12.41 $13M +936,902 +$11M
PANW - Palo Alto Networks 0.25% Reduce −62.4% 78,000 $163.76 $13M −129,345 −$90M
Ahren Acquisition · CLASS A 0.25% Hold 1,250,000 $10.04 $13M
Priveterra Acquisition · CL A 0.25% Hold 1,269,770 $9.84 $12M
Enovix 0.24% Add +30.0% 650,000 $18.33 $12M +150,000 +$7M
Elliott Opportunity Ii · CL A 0.24% Hold 1,200,000 $9.84 $12M
ROST - Ross Stores 0.23% Add +2697.6% 139,880 $84.27 $12M +134,880 +$11M
VYX - NCR 0.23% Add +225.1% 597,712 $19.01 $11M +413,842 +$6M
DKNG - Draftkings · CL A 0.23% New 750,000 $15.14 $11M +750,000 +$11M
LTH - Life Time Group 0.22% Add +31.6% 1,119,399 $9.75 $11M +268,614 −$44K
CCO - Clear Channel Outdoor 0.20% Hold 7,505,124 $1.37 $10M

Showing top 50 of 263 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
MSFT - Microsoft 1.77% Exit 0 $256.86 $93M −362,119 −$93M
Vonage 1.49% Exit 0 $18.87 $79M −4,167,908 −$79M
FTNT - Fortinet 0.87% Exit 0 $56.60 $46M −808,800 −$46M
CRWD - Crowdstrike · CL A 0.67% Exit 0 $168.48 $35M −208,645 −$35M
GTM - Zoominfo Technologies 0.64% Exit 0 $33.24 $34M −1,016,393 −$34M
ADP - Automatic Data Processing 0.57% Exit 0 $210.03 $30M −142,700 −$30M
V - VISA · CL A 0.53% Exit 0 $196.89 $28M −141,590 −$28M
Zurn Water Solutions 0.43% Exit 0 $27.24 $22M −824,923 −$22M
IT - Gartner 0.42% Exit 0 $241.83 $22M −92,037 −$22M
NOW - Servicenow 0.40% Exit 0 $475.51 $21M −44,100 −$21M
AMT - American Tower 0.39% Exit 0 $255.59 $21M −80,500 −$21M
STX - Seagate 0.37% Exit 0 $71.45 $20M −275,000 −$20M
WSC - Willscot Mobil Mini Hldng · CL A 0.33% Exit 0 $32.39 $17M −529,965 −$17M
VEEV - Veeva Sys · CL A 0.32% Exit 0 $198.04 $17M −84,150 −$17M
ALL - Allstate 0.30% Exit 0 $126.73 $16M −124,568 −$16M
Thomson Reuters 0.29% Exit 0 $104.21 $15M −144,750 −$15M
Cc Neuberger Prin Ii · CL A 0.26% Exit 0 $9.99 $14M −1,381,801 −$14M
Tailwind Acquisition · CL A 0.25% Exit 0 $9.95 $13M −1,297,669 −$13M
APP - Applovin · CL A 0.23% Exit 0 $34.44 $12M −350,000 −$12M
Redball Acquisition · CL A 0.23% Exit 0 $9.96 $12M −1,202,375 −$12M
VVV - Valvoline 0.22% Exit 0 $28.83 $11M −398,010 −$11M
CARG - Cargurus · CL A 0.20% Exit 0 $21.49 $11M −500,000 −$11M
MTCH - Match Group 0.20% Exit 0 $69.70 $10M −150,000 −$10M
INTU - Intuit 0.20% Exit 0 $385.43 $10M −27,050 −$10M
Z - Zillow Group · CL C 0.18% Exit 0 $31.76 $10M −300,000 −$10M
Waldencast Acquisition · CLASS A 0.17% Exit 0 $9.85 $9M −900,000 −$9M
ORCL - Oracle 0.17% Exit 0 $69.87 $9M −125,500 −$9M
Lendingtree 0.17% Exit 0 $43.68 $9M −200,000 −$9M
BLCO - Bausch Plus Lomb 0.14% Exit 0 $15.24 $7M −475,000 −$7M
PDD - Pinduoduo 0.12% Exit 0 $61.86 $7M −105,811 −$7M
Inotiv 0.11% Exit 0 $9.60 $6M −591,642 −$6M
Profrac · CLASS A 0.10% Exit 0 $18.30 $5M −291,117 −$5M
Cohn Robbins · CL A 0.10% Exit 0 $9.94 $5M −516,787 −$5M
EE - Excelerate Energy · CL A 0.10% Exit 0 $19.92 $5M −255,600 −$5M
Aea-Bridges Impact · CL A 0.09% Exit 0 $9.92 $5M −500,000 −$5M
EA - Electronic Arts 0.09% Exit 0 $121.70 $5M −40,000 −$5M
Ace Convergence Acqu · CL A 0.07% Exit 0 $10.15 $4M −361,264 −$4M
Aries I Acquisition · CLASS A 0.06% Exit 0 $10.09 $3M −331,200 −$3M
Holding 0.05% Exit 0 $47.23 $3M −58,373 −$3M
AXIA — 0.05% Exit 0 $8.87 $3M −300,000 −$3M
FIGS - FIGS Inc · CL A 0.04% Exit 0 $9.11 $2M −255,000 −$2M
Healthcare Tr Amer · CL A 0.04% Exit 0 $27.91 $2M −75,000 −$2M
Cf Acquisition Vi · CL A 0.04% Exit 0 $9.97 $2M −204,746 −$2M
Holding · CL A 0.03% Exit 0 $19.97 $2M −90,000 −$2M
TSM - Taiwan Semiconductor Mfg 0.03% Exit 0 $81.77 $2M −21,157 −$2M
QCOM - Qualcomm 0.03% Exit 0 $127.73 $2M −11,900 −$2M
Holding 0.02% Exit 0 $2.34 $1M −500,000 −$1M
YMM - Full Truck Alliance 0.02% Exit 0 $9.06 $1M −125,282 −$1M
BILI - Bilibili 0.02% Exit 0 $25.60 $1M −41,522 −$1M
Velodyne Lidar 0.01% Exit 0 $0.9541 $540K −565,968 −$540K
Gigcapital 5 0.01% Exit 0 $10.04 $504K −50,200 −$504K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2022 Q2. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 241 $8.4B +14.9% 13F-HR 8/14/2026 000159508226000069
2026 Q1 1 $588M new holds 8/14/2026 000159508226000068
2026 Q1 4 $395M new holds 8/14/2026 000159508226000067
2026 Q1 231 $7.3B +16.4% 13F-HR 5/15/2026 000159508226000046
2025 Q4 1 $400M new holds 8/14/2026 000159508226000066
2025 Q4 2 $332M new holds 8/14/2026 000159508226000065
2025 Q4 5 $880M new holds 5/15/2026 000159508226000043
2025 Q4 2 $646M new holds 5/15/2026 000159508226000044
2025 Q4 213 $6.3B +5.8% 13F-HR 2/17/2026 000159508226000030
2025 Q3 1 $391M new holds 8/14/2026 000159508226000063
2025 Q3 1 $102M new holds 8/14/2026 000159508226000064
2025 Q3 2 $555M new holds 5/15/2026 000159508226000042
2025 Q3 1 $53M new holds 5/15/2026 000159508226000041
2025 Q3 4 $490M new holds 2/17/2026 000159508226000027
2025 Q3 2 $287M new holds 2/17/2026 000159508226000028
2025 Q3 225 $5.9B −1.8% 13F-HR 11/14/2025 000159508225000098
2025 Q2 2 $533M new holds 2/17/2026 000159508226000025
2025 Q2 1 $268M new holds 2/17/2026 000159508226000026
2025 Q2 1 $49M new holds 11/14/2025 000159508225000095
2025 Q2 1 $32M new holds 11/14/2025 000159508225000096
2025 Q2 1 $16M new holds 11/14/2025 000159508225000097
2025 Q2 193 $6.1B +24.6% 13F-HR 8/14/2025 000159508225000062
2025 Q1 1 $396M new holds 2/17/2026 000159508226000022
2025 Q1 1 $366M new holds 2/17/2026 000159508226000023
2025 Q1 1 $349M new holds 2/17/2026 000159508226000024
2025 Q1 1 $107M new holds 11/14/2025 000159508225000093
2025 Q1 1 $27M new holds 11/14/2025 000159508225000094
2025 Q1 5 $805M new holds 8/14/2025 000159508225000075
2025 Q1 4 $322M new holds 8/14/2025 000159508225000077
2025 Q1 1 $35M new holds 8/14/2025 000159508225000076
2025 Q1 190 $4.9B +11.6% 13F-HR 5/15/2025 000159508225000042
2024 Q4 1 $530M new holds 2/17/2026 000159508226000019
2024 Q4 1 $100M new holds 2/17/2026 000159508226000021
2024 Q4 1 $20M new holds 2/17/2026 000159508226000020
2024 Q4 1 $78M new holds 11/14/2025 000159508225000092
2024 Q4 4 $266M new holds 8/14/2025 000159508225000073
2024 Q4 2 $116M new holds 8/14/2025 000159508225000074
2024 Q4 1 $31M new holds 8/14/2025 000159508225000072
2024 Q4 2 $273M new holds 5/15/2025 000159508225000038
2024 Q4 2 $180M new holds 5/15/2025 000159508225000039
2024 Q4 1 $21M new holds 5/15/2025 000159508225000040
2024 Q4 189 $4.4B +17.9% 13F-HR 2/14/2025 000159508225000022
2024 Q3 1 $224M new holds 2/17/2026 000159508226000018
2024 Q3 1 $16M new holds 11/14/2025 000159508225000091
2024 Q3 2 $155M new holds 8/14/2025 000159508225000070
2024 Q3 2 $52M new holds 8/14/2025 000159508225000071
2024 Q3 2 $42M new holds 8/14/2025 000159508225000069
2024 Q3 3 $343M new holds 5/15/2025 000159508225000037
2024 Q3 3 $276M new holds 2/14/2025 000159508225000020
2024 Q3 205 $3.7B −24.3% 13F-HR 11/14/2024 000159508224000051
2024 Q2 1 $7.7B new holds 11/14/2025 000159508225000090
2024 Q2 5 $392M new holds 8/14/2025 000159508225000068
2024 Q2 3 $230M new holds 8/14/2025 000159508225000067
2024 Q2 2 $207M new holds 5/15/2025 000159508225000036
2024 Q2 4 $470M new holds 2/14/2025 000159508225000017
2024 Q2 1 $24M new holds 2/14/2025 000159508225000019
2024 Q2 1 $22M new holds 2/14/2025 000159508225000018
2024 Q2 241 $4.9B −16.3% 13F-HR 8/14/2024 000159508224000047
2024 Q1 5 $1B new holds 8/14/2025 000159508225000066
2024 Q1 2 $127M new holds 8/14/2025 000159508225000065
2024 Q1 3 $167M new holds 2/14/2025 000159508225000016
2024 Q1 2 $397M new holds 8/14/2024 000159508224000044
2024 Q1 1 $65M new holds 8/14/2024 000159508224000045
2024 Q1 251 $5.8B +33.5% 13F-HR 5/15/2024 000159508224000032
2023 Q4 3 $509M new holds 8/14/2025 000159508225000064
2023 Q4 2 $362M new holds 8/14/2025 000159508225000063
2023 Q4 1 $45M new holds 2/14/2025 000159508225000015
2023 Q4 1 $237M new holds 8/14/2024 000159508224000043
2023 Q4 1 $858M new holds 5/15/2024 000159508224000035
2023 Q4 2 $185M new holds 5/15/2024 000159508224000034
2023 Q4 236 $4.4B −30.8% 13F-HR 2/14/2024 000159508224000013
2023 Q3 1 $31M new holds 11/14/2025 000159508225000089
2023 Q3 1 $10B new holds 5/15/2025 000159508225000035
2023 Q3 1 $95M new holds 2/14/2025 000159508225000014
2023 Q3 1 $41M new holds 8/14/2024 000159508224000042
2023 Q3 1 $5.9B new holds 5/15/2024 000159508224000033
2023 Q3 4 $1.1B new holds 2/14/2024 000159508224000024
2023 Q3 274 $6.3B +62.8% 13F-HR 11/14/2023 000159508223000076
2023 Q2 1 $13.2B new holds 2/14/2025 000159508225000013
2023 Q2 1 $324M new holds 2/14/2024 000159508224000021
2023 Q2 1 $46M new holds 2/14/2024 000159508224000022
2023 Q2 1 $33M new holds 2/14/2024 000159508224000023
2023 Q2 3 $547M new holds 11/14/2023 000159508223000085
2023 Q2 1 $335M new holds 11/14/2023 000159508223000086
2023 Q2 1 $14.3B new holds 11/14/2023 000159508223000084
2023 Q2 299 $3.9B RESTATEMENT 9/12/2023 000090266423004727
2023 Q2 299 $3.9B −24.9% 13F-HR 8/14/2023 000159508223000061
2023 Q1 1 $13.6B new holds 2/14/2025 000159508225000012
2023 Q1 1 $58M new holds 2/14/2024 000159508224000020
2023 Q1 2 $37M new holds 2/14/2024 000159508224000018
2023 Q1 1 $11.8B new holds 2/14/2024 000159508224000019
2023 Q1 4 $723M new holds 11/14/2023 000159508223000083
2023 Q1 368 $5.2B +19.5% 13F-HR 5/15/2023 000090266423003110
2022 Q4 1 $91M new holds 2/14/2024 000159508224000016
2022 Q4 1 $28M new holds 2/14/2024 000159508224000017
2022 Q4 4 $463M new holds 11/14/2023 000159508223000081
2022 Q4 1 $36M new holds 11/14/2023 000159508223000082
2022 Q4 4 $275M new holds 5/15/2023 000159508223000037
2022 Q4 2 $61M new holds 5/15/2023 000159508223000036
2022 Q4 430 $4.3B −14.0% 13F-HR 2/14/2023 000159508223000007
2022 Q3 1 $67M new holds 2/14/2024 000159508224000014
2022 Q3 1 $14.8B new holds 2/14/2024 000159508224000015
2022 Q3 2 $145M new holds 11/14/2023 000159508223000080
2022 Q3 1 $10.6B new holds 11/14/2023 000159508223000079
2022 Q3 3 $172M new holds 5/15/2023 000159508223000034
2022 Q3 1 $103M new holds 5/15/2023 000159508223000035
2022 Q3 2 $132M new holds 2/14/2023 000159508223000010
2022 Q3 1 $2M new holds 2/14/2023 000159508223000009
2022 Q3 537 $5B −4.7% 13F-HR 11/14/2022 000159508222000106
2022 Q2 2 $109M new holds 11/14/2023 000159508223000078
2022 Q2 2 $159M new holds 5/15/2023 000159508223000033
2022 Q2 2 $111M new holds 2/14/2023 000159508223000008
2022 Q2 6 $156M new holds 11/14/2022 000159508222000110
2022 Q2 2 $82M new holds 11/14/2022 000159508222000109
2022 Q2 550 $5.3B −18.6% 13F-HR 8/15/2022 000159508222000098
2022 Q1 2 $192M new holds 11/14/2023 000159508223000077
2022 Q1 1 $88M new holds 5/15/2023 000159508223000032
2022 Q1 3 $175M new holds 11/14/2022 000159508222000108
2022 Q1 2 $38M new holds 11/14/2022 000159508222000107
2022 Q1 5 $549M new holds 8/15/2022 000159508222000097
2022 Q1 3 $268M new holds 8/15/2022 000159508222000096
2022 Q1 584 $6.5B +14.6% 13F-HR 5/16/2022 000159508222000064
2021 Q4 1 $103M new holds 5/15/2023 000159508223000031
2021 Q4 2 $105M new holds 8/15/2022 000159508222000094
2021 Q4 1 $8M new holds 8/15/2022 000159508222000095
2021 Q4 6 $889M new holds 5/16/2022 000159508222000075
2021 Q4 2 $29M new holds 5/16/2022 000159508222000076
2021 Q4 3 $3M new holds 5/16/2022 000159508222000077
2021 Q4 534 $5.7B +0.8% 13F-HR 2/14/2022 000159508222000019
2021 Q3 1 $85M new holds 5/15/2023 000159508223000030
2021 Q3 1 $67M new holds 8/15/2022 000159508222000093
2021 Q3 7 $920M new holds 5/16/2022 000159508222000072
2021 Q3 1 $302M new holds 5/16/2022 000159508222000073
2021 Q3 1 $10M new holds 5/16/2022 000159508222000074
2021 Q3 490 $5.6B 13F-HR 11/15/2021 000159508221000087

About

DAVIDSON KEMPNER CAPITAL MANAGEMENT LP

135 processed 13Fs on this site · 2021 Q3–2026 Q2

SEC filing name
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
Location
New York, NY
All SEC filings
View on sec.gov