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 Q4 2024 Q3 · filed 14 Feb · long equity

ARKO — 3.50% Hold 23,139,671 $6.59 $152M
Playa Hotels & Resorts 3.45% Reduce −2.9% 11,892,519 $12.65 $150M −350,000 +$56M
META - Meta Platforms · CL A 2.32% Reduce −8.9% 172,959 $585.51 $101M −17,000 −$7M
WDC - Western Digital 1.98% Reduce −7.1% 1,449,309 $59.63 $86M −110,883 −$20M
AMZN - Amazon 1.86% New 370,000 $219.39 $81M +370,000 +$81M
ASML — 1.51% New 95,175 $693.08 $66M +95,175 +$66M
SBUX - Starbucks 1.46% Add +71.6% 695,001 $91.25 $63M +290,001 +$24M
MSFT - Microsoft 1.41% Add +191.8% 145,921 $421.50 $62M +95,921 +$40M
Smartsheet · CL A 1.38% New 1,075,000 $56.03 $60M +1,075,000 +$60M
ULTA - Ulta Beauty 1.35% New 135,000 $434.93 $59M +135,000 +$59M
BWXT - BWX Technologies 1.17% New 457,128 $111.39 $51M +457,128 +$51M
MCD - Mcdonalds 1.13% Add +240.0% 170,000 $289.89 $49M +120,000 +$34M
CAVA - CAVA Group 1.13% Add +1643.1% 435,784 $112.80 $49M +410,784 +$46M
NVDA - Nvidia 1.11% Add +128.1% 359,215 $134.29 $48M +201,723 +$29M
AOMR - Angel Oak Mortgage Reit 1.10% Hold 5,181,869 $9.28 $48M
HD - Home Depot 1.09% Add +221.1% 122,000 $388.99 $47M +84,000 +$32M
MA - Mastercard · CL A 1.06% Add +76.0% 88,000 $526.57 $46M +38,000 +$22M
T - At T 1.05% Hold 2,000,000 $22.77 $46M
SPOT - Spotify Technology S A 0.98% Reduce −34.5% 95,089 $447.38 $43M −50,000 −$11M
CHWY - Chewy · CL A 0.89% Add +1061.2% 1,161,226 $33.49 $39M +1,061,226 +$36M
NFLX - Netflix 0.82% Add +45.5% 40,000 $891.32 $36M +12,500 +$16M
CHRW - C H Robinson Worldwide 0.82% Add +68.3% 345,000 $103.32 $36M +140,000 +$13M
ADBE - Adobe 0.77% Add +200.0% 75,000 $444.68 $33M +50,000 +$20M
WSC - Willscot · CL A 0.75% New 970,477 $33.45 $32M +970,477 +$32M
BKNG - Booking 0.74% Reduce −35.0% 6,500 $4,968 $32M −3,500 −$10M
ALK - Alaska Air Group 0.71% Add +295.8% 475,000 $64.75 $31M +355,000 +$25M
CEG - Constellation Energy 0.65% Add +456.8% 126,398 $223.71 $28M +103,696 +$22M
DKNG - Draftkings · CL A 0.62% Add +38.0% 731,374 $37.20 $27M +201,374 +$6M
CP - Canadian Pacific 0.61% Add +204.2% 365,000 $72.38 $26M +245,000 +$16M
GLW - Owens Corning 0.55% New 140,000 $170.32 $24M +140,000 +$24M
UBER - UBER Technologies 0.55% Reduce −21.1% 394,655 $60.32 $24M −105,345 −$14M
PH - Parker-Hannifin 0.53% Reduce −33.0% 36,500 $636.03 $23M −18,000 −$11M
LITE - Lumentum 0.48% New 249,650 $83.95 $21M +249,650 +$21M
NOC - Northrop Grumman 0.46% Add +70.0% 42,500 $469.29 $20M +17,500 +$7M
KBR - KBR Inc 0.45% New 336,758 $57.93 $20M +336,758 +$20M
Ishares Tr 0.44% Hold 630,000 $30.44 $19M
AZO - Autozone 0.40% Add +83.3% 5,500 $3,202 $18M +2,500 +$8M
IP - International Paper 0.39% Reduce −1.6% 315,000 $53.82 $17M −5,000 +$1M
CRM - Salesforce 0.38% Hold 50,000 $334.33 $17M
TMUS - T-Mobile US 0.38% Reduce −81.0% 75,000 $220.73 $17M −320,774 −$65M
TPR - Tapestry 0.34% New 230,000 $65.33 $15M +230,000 +$15M
TTWO - Take Two 0.34% New 80,000 $184.08 $15M +80,000 +$15M
USFD - US Foods 0.33% New 210,000 $67.46 $14M +210,000 +$14M
FDX - Fedex 0.32% New 50,000 $281.33 $14M +50,000 +$14M
DRI - Darden Restaurants 0.32% New 75,000 $186.69 $14M +75,000 +$14M
MMM - 3M 0.30% Reduce −54.5% 100,000 $129.09 $13M −120,000 −$17M
TEAM - Atlassian · CL A 0.28% Reduce −33.3% 50,000 $243.38 $12M −25,000 +$264K
IWM - Ishares Tr 0.28% New 55,000 $220.96 $12M +55,000 +$12M
Cyberark Software 0.27% Add +40.0% 35,000 $333.15 $12M +10,000 +$4M
KEX - Kirby 0.27% Reduce −58.1% 110,000 $105.80 $12M −152,500 −$20M

Showing top 50 of 95 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
TECK - Teck Resources · CL B 1.94% Exit 0 $52.24 $72M −1,374,778 −$72M
MTCH - Match Group 1.04% Exit 0 $37.85 $39M −1,019,119 −$39M
MRVL - Marvell Technology 0.77% Exit 0 $72.12 $29M −395,645 −$29M
LOW - Lowes Cos 0.73% Exit 0 $270.85 $27M −99,000 −$27M
TXN - Texas Instrs 0.56% Exit 0 $206.55 $21M −100,000 −$21M
CLDT - Chatham Lodging Tr 0.53% Exit 0 $8.52 $20M −2,303,259 −$20M
TEL - Te Connectivity 0.45% Exit 0 $150.99 $17M −110,000 −$17M
EA - Electronic Arts 0.39% Exit 0 $143.43 $14M −100,000 −$14M
APP - Applovin · CL A 0.35% Exit 0 $130.53 $13M −100,000 −$13M
AVGO - Broadcom 0.35% Exit 0 $172.44 $13M −75,000 −$13M
ROST - Ross Stores 0.33% Exit 0 $150.50 $12M −80,000 −$12M
ZBRA - Zebra Technologies · CL A 0.33% Exit 0 $370.22 $12M −32,500 −$12M
JCI - Johnson Ctls Intl 0.31% Exit 0 $77.61 $12M −150,000 −$12M
ETN - Eaton 0.29% Exit 0 $331.45 $11M −32,500 −$11M
SHEL - Shell 0.21% Exit 0 $65.95 $8M −118,243 −$8M
EL - Estee Lauder · CL A 0.20% Exit 0 $99.69 $7M −75,000 −$7M
UAL - United Airls 0.20% Exit 0 $57.06 $7M −130,000 −$7M
ALC - Alcon AG 0.19% Exit 0 $99.69 $7M −70,789 −$7M
BA - Boeing 0.16% Exit 0 $152.05 $6M −40,000 −$6M
RDDT - Reddit · CL A 0.15% Exit 0 $65.92 $6M −85,000 −$6M
CNM - Core & Main · CL A 0.15% Exit 0 $44.40 $6M −125,000 −$6M
UNIT - Uniti Group 0.14% Exit 0 $5.63 $5M −923,211 −$5M
Mondee · CLASS A 0.12% Exit 0 $0.7950 $4M −5,453,783 −$4M
TRMD - TORM · CL A 0.11% Exit 0 $33.60 $4M −125,000 −$4M
Bbb Foods · CL A 0.11% Exit 0 $30.00 $4M −135,000 −$4M
KVUE - Kenvue 0.11% Exit 0 $23.13 $4M −175,000 −$4M
TCOM - Trip Group 0.11% Exit 0 $59.47 $4M −67,764 −$4M
DELL - DELL Technologies · CL C 0.11% Exit 0 $118.53 $4M −33,400 −$4M
ELAN - Elanco Animal Health 0.09% Exit 0 $14.69 $3M −221,861 −$3M
UPBD - Upbound Group 0.09% Exit 0 $31.98 $3M −100,000 −$3M
VRNS - Varonis Sys 0.06% Exit 0 $56.50 $2M −40,600 −$2M
PGY - Pagaya Technologies · CL A 0.06% Exit 0 $10.54 $2M −200,000 −$2M
AQN - Algonquin Pwr Utils 0.05% Exit 0 $5.45 $2M −343,797 −$2M
ARDT - Ardent Health Partners 0.05% Exit 0 $18.38 $2M −100,000 −$2M
BKV — 0.05% Exit 0 $18.29 $2M −100,000 −$2M
TWFG — · CL A 0.04% Exit 0 $27.12 $1M −50,000 −$1M
TALK - Talkspace 0.02% Exit 0 $2.09 $849K −406,029 −$849K
LBTYA - Liberty Global · CL A 0.02% Exit 0 $21.12 $770K −36,456 −$770K
MBX - Mbx Biosciences 0.01% Exit 0 $25.04 $338K −13,500 −$338K
Beyond 0.01% Exit 0 $10.07 $260K −25,832 −$260K
BCAX - Bicara Therapeutics 0.01% Exit 0 $25.50 $255K −10,000 −$255K

* 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 2024 Q3. 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