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

2024 Q1 2023 Q4 · filed 15 May · long equity

Pioneer Nat Res 15.69% New 3,489,317 $262.50 $916M +3,489,317 +$916M
ARKO — 2.26% Hold 23,139,671 $5.70 $132M
Playa Hotels & Resorts 2.03% Hold 12,242,519 $9.68 $119M
WDC - Western Digital 1.81% Add +82.5% 1,551,308 $68.21 $106M +701,308 +$61M
TMUS - T-Mobile US 1.74% Hold 620,774 $163.16 $101M
META - Meta Platforms · CL A 1.68% Reduce −27.2% 202,383 $485.42 $98M −75,765 −$210K
AMZN - Amazon 1.61% Reduce −14.7% 520,549 $180.24 $94M −89,551 +$1M
DG - Dollar Gen 1.50% New 559,563 $156.06 $87M +559,563 +$87M
AOMR - Angel Oak Mortgage Reit 1.36% Hold 7,389,791 $10.74 $79M
USFD - US Foods 1.35% Reduce −10.1% 1,455,306 $53.97 $79M −163,476 +$5M
Z - Zillow Group · CL C 1.18% Add +254.8% 1,408,267 $48.76 $69M +1,011,394 +$46M
RH 1.08% Add +448.9% 181,000 $348.26 $63M +148,025 +$53M
CRM - Salesforce 1.08% Add +62.0% 208,500 $301.18 $63M +79,831 +$29M
RTX - Raytheon 1.06% New 635,000 $97.53 $62M +635,000 +$62M
SBUX - Starbucks 0.91% New 578,324 $91.34 $53M +578,324 +$53M
CRBG - Corebridge Finl 0.84% New 1,698,000 $28.73 $49M +1,698,000 +$49M
BBWI - Bath & Body Works 0.83% Add +138.0% 967,000 $50.02 $48M +560,780 +$31M
EMR - Emerson Elec 0.80% Add +811.1% 410,000 $113.42 $47M +365,000 +$42M
KVUE - Kenvue 0.74% Reduce −57.1% 2,003,738 $21.46 $43M −2,666,576 −$58M
CCL1EUR — 0.69% New 2,452,310 $16.34 $40M +2,452,310 +$40M
LIN - Linde 0.65% Reduce −58.2% 81,462 $464.07 $38M −113,220 −$42M
BROS - Dutch Bros · CL A 0.62% Add +197.8% 1,105,006 $33.00 $36M +733,968 +$25M
HD - Home Depot 0.60% New 91,707 $383.60 $35M +91,707 +$35M
VMC - Vulcan Matls 0.57% New 122,500 $272.92 $33M +122,500 +$33M
BKNG - Booking 0.56% Reduce −50.4% 9,000 $3,624 $33M −9,154 −$32M
TGT - Target 0.50% Add +54.6% 165,000 $177.21 $29M +58,300 +$14M
BURL - Burlington Stores 0.50% New 125,000 $232.19 $29M +125,000 +$29M
UNIT - Uniti Group 0.47% Add +31.9% 4,655,000 $5.88 $27M +1,125,000 +$7M
DKNG - Draftkings · CL A 0.45% Add +16.0% 580,000 $45.40 $26M +80,000 +$9M
GAP 0.43% New 910,000 $27.55 $25M +910,000 +$25M
MTCH - Match Group 0.43% Add +245.2% 690,495 $36.28 $25M +490,495 +$18M
MA - Mastercard · CL A 0.41% Hold 50,000 $481.57 $24M
QSR - Restaurant Brands Intl 0.41% Reduce −13.0% 302,641 $79.45 $24M −45,031 −$3M
TEL - Te Connectivity 0.41% New 165,000 $145.24 $24M +165,000 +$24M
PCOR - Procore Technologies 0.40% New 286,014 $82.17 $24M +286,014 +$24M
SHEL - Shell 0.40% New 350,046 $67.04 $23M +350,046 +$23M
CLDT - Chatham Lodging Tr 0.40% Hold 2,303,259 $10.11 $23M
Holding 0.37% New 883,000 $24.50 $22M +883,000 +$22M
MSFT - Microsoft 0.36% Hold 50,000 $420.02 $21M
UBER - UBER Technologies 0.33% Reduce −37.5% 250,000 $76.99 $19M −150,000 −$5M
LW - Lamb Weston 0.31% Add +33.0% 170,000 $106.53 $18M +42,183 +$4M
RRX - Regal Rexnord 0.31% Add +900.0% 100,000 $180.10 $18M +90,000 +$17M
NIO 0.31% New 4,000,000 $4.50 $18M +4,000,000 +$18M
COMP - Compass · CL A 0.31% Add +191.2% 4,989,253 $3.60 $18M +3,275,886 +$12M
CSL - Carlisle Cos 0.29% Add +226.9% 42,500 $391.85 $17M +29,500 +$13M
MNST - Monster Beverage 0.28% Reduce −41.0% 280,000 $59.25 $17M −194,696 −$11M
KRC - Kilroy Rlty 0.28% Hold 454,167 $36.43 $17M
AQN - Algonquin Pwr Utils 0.28% Reduce −37.1% 2,577,716 $6.32 $16M −1,518,794 −$10M
W - Wayfair · CL A 0.24% Add +107.8% 207,768 $67.88 $14M +107,768 +$8M
MRVL - Marvell Technology 0.24% New 197,635 $70.88 $14M +197,635 +$14M

Showing top 50 of 108 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
DLTR - Dollar Tree 1.71% Exit 0 $142.04 $75M −526,720 −$75M
FIS - Fidelity Natl Info 0.84% Exit 0 $60.07 $37M −610,130 −$37M
AZO - Autozone 0.75% Exit 0 $2,586 $33M −12,698 −$33M
TTWO - Take Two 0.68% Exit 0 $160.96 $30M −184,741 −$30M
ZBH - Zimmer Biomet 0.63% Exit 0 $121.70 $28M −226,216 −$28M
SIMO - Silicon Motion Technology 0.52% Exit 0 $61.24 $23M −372,717 −$23M
XOM - Exxon Mobil 0.46% Exit 0 $99.98 $20M −200,000 −$20M
AKAM - Akamai Technologies 0.41% Exit 0 $118.35 $18M −150,000 −$18M
INTC - Intel 0.37% Exit 0 $50.25 $16M −325,000 −$16M
DPZ - Dominos Pizza 0.36% Exit 0 $412.24 $16M −37,922 −$16M
XYZ - Block · CL A 0.35% Exit 0 $77.35 $15M −200,000 −$15M
ALC - Alcon AG 0.34% Exit 0 $77.97 $15M −192,524 −$15M
FIVE - Five Below 0.31% Exit 0 $212.97 $13M −62,846 −$13M
CRC - California Res 0.30% Exit 0 $54.68 $13M −241,151 −$13M
Gores Ix · CLASS A 0.24% Exit 0 $10.49 $10M −1,000,000 −$10M
MDB - Mongodb · CL A 0.23% Exit 0 $408.76 $10M −25,000 −$10M
INTU - Intuit 0.21% Exit 0 $625.20 $9M −15,000 −$9M
Foot Locker 0.15% Exit 0 $31.15 $7M −208,903 −$7M
CELH - Celsius 0.15% Exit 0 $54.49 $6M −118,308 −$6M
Select Sector Spdr Tr 0.14% Exit 0 $72.04 $6M −86,541 −$6M
XOP - Spdr Ser Tr 0.13% Exit 0 $136.90 $5M −40,000 −$5M
DOCU - Docusign 0.12% Exit 0 $59.42 $5M −85,000 −$5M
ETSY - ETSY Inc 0.11% Exit 0 $81.07 $5M −61,525 −$5M
IVZ - Invesco 0.09% Exit 0 $53.35 $4M −75,000 −$4M
MGM - Mgm Resorts International 0.09% Exit 0 $44.68 $4M −86,432 −$4M
BIRK - Birkenstock 0.09% Exit 0 $48.73 $4M −78,500 −$4M
VRT - Vertiv · CL A 0.08% Exit 0 $48.03 $4M −75,000 −$4M
MAS - Masco 0.08% Exit 0 $66.98 $3M −50,000 −$3M
AER - Aercap 0.08% Exit 0 $74.31 $3M −45,000 −$3M
HUBB - Hubbell 0.08% Exit 0 $329.10 $3M −10,000 −$3M
WCC - Wesco Intl 0.07% Exit 0 $173.89 $3M −18,000 −$3M
GXO - Gxo Logistics 0.07% Exit 0 $61.16 $3M −50,000 −$3M
MIDD - Middleby 0.07% Exit 0 $147.20 $3M −20,000 −$3M
Sealed Air 0.06% Exit 0 $36.52 $3M −75,000 −$3M
Endeavor Group · CL A 0.06% Exit 0 $23.73 $3M −112,740 −$3M
GPOR - Gulfport Energy 0.06% Exit 0 $133.10 $3M −20,000 −$3M
DWDPEUR — 0.05% Exit 0 $76.93 $2M −30,000 −$2M
RYAAY - Ryanair 0.03% Exit 0 $133.36 $1M −8,548 −$1M
PARA - Paramount Global · CLASS B 0.03% Exit 0 $14.80 $1M −75,000 −$1M

* 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 2023 Q4. 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