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

2025 Q1 2024 Q4 · filed 15 May · long equity

Intra-Cellular Therapies 9.46% New 3,485,058 $131.92 $460M +3,485,058 +$460M
Beacon Roofing Supply 4.21% New 1,654,598 $123.70 $205M +1,654,598 +$205M
ARKO — 1.88% Hold 23,139,671 $3.95 $91M
META - Meta Platforms · CL A 1.75% Reduce −14.5% 147,959 $576.36 $85M −25,000 −$16M
MSFT - Microsoft 1.70% Add +51.1% 220,467 $375.39 $83M +74,546 +$21M
NVDA - Nvidia 1.57% Add +95.9% 703,538 $108.38 $76M +344,323 +$28M
BKNG - Booking 1.37% Add +122.9% 14,491 $4,607 $67M +7,991 +$34M
MU - Micron Technology 1.29% New 722,823 $86.89 $63M +722,823 +$63M
SGI - Somnigroup International 1.29% New 1,047,690 $59.88 $63M +1,047,690 +$63M
DRI - Darden Restaurants 1.24% Add +286.7% 290,000 $207.76 $60M +215,000 +$46M
T - At T 1.16% Hold 2,000,000 $28.28 $57M
AOMR - Angel Oak Mortgage Reit 1.02% Hold 5,181,869 $9.53 $49M
KBR - KBR Inc 0.98% Add +183.2% 953,587 $49.81 $47M +616,829 +$28M
AMZN - Amazon 0.96% Reduce −33.6% 245,500 $190.26 $47M −124,500 −$34M
BWXT - BWX Technologies 0.92% Reduce −1.0% 452,493 $98.65 $45M −4,635 −$6M
VMC - Vulcan Matls 0.91% New 190,000 $233.30 $44M +190,000 +$44M
ALC - Alcon AG 0.85% New 440,503 $94.10 $41M +440,503 +$41M
WSC - Willscot · CL A 0.81% Add +46.5% 1,421,521 $27.80 $40M +451,044 +$7M
CEG - Constellation Energy 0.81% Add +54.2% 194,931 $201.63 $39M +68,533 +$11M
CHRW - C H Robinson Worldwide 0.79% Add +8.7% 375,000 $102.40 $38M +30,000 +$3M
ETN - Eaton 0.78% New 140,000 $271.83 $38M +140,000 +$38M
CHWY - Chewy · CL A 0.77% Reduce −1.0% 1,150,000 $32.51 $37M −11,226 −$2M
SBUX - Starbucks 0.73% Reduce −48.2% 360,000 $98.09 $35M −335,001 −$28M
DKNG - Draftkings · CL A 0.64% Add +27.3% 931,374 $33.21 $31M +200,000 +$4M
MNST - Monster Beverage 0.63% Add +179.9% 525,000 $58.52 $31M +337,401 +$21M
ADBE - Adobe 0.59% Hold 75,000 $383.53 $29M
UBER - UBER Technologies 0.59% Hold 394,655 $72.86 $29M
FLS - Flowserve 0.59% Add +387.5% 585,000 $48.84 $29M +465,000 +$22M
PSTG - Pure Storage · CL A 0.58% Add +4142.0% 632,858 $44.27 $28M +617,939 +$27M
MA - Mastercard · CL A 0.56% Reduce −43.2% 50,000 $548.12 $27M −38,000 −$19M
CRM - Salesforce 0.55% Add +100.0% 100,000 $268.36 $27M +50,000 +$10M
NOC - Northrop Grumman 0.53% Add +17.6% 50,000 $512.01 $26M +7,500 +$6M
AZO - Autozone 0.51% Add +18.2% 6,500 $3,813 $25M +1,000 +$7M
LITE - Lumentum 0.49% Add +53.6% 383,441 $62.34 $24M +133,791 +$3M
LOW - Lowes Cos 0.48% New 100,000 $233.23 $23M +100,000 +$23M
RTX - Raytheon 0.48% New 175,000 $132.46 $23M +175,000 +$23M
Capri 0.46% New 1,126,072 $19.73 $22M +1,126,072 +$22M
AVGO - Broadcom 0.43% New 125,000 $167.43 $21M +125,000 +$21M
ON - On Semiconductor 0.43% Add +185.7% 509,963 $40.69 $21M +331,470 +$9M
TMUS - T-Mobile US 0.41% Hold 75,000 $266.71 $20M
PLNT - Planet Fitness · CL A 0.40% New 200,000 $96.61 $19M +200,000 +$19M
SARO - Standardaero 0.39% Add +78.2% 717,300 $26.64 $19M +314,800 +$9M
LRCX - Lam Research 0.37% New 250,000 $72.70 $18M +250,000 +$18M
TSM - Taiwan Semiconductor Mfg 0.34% New 100,000 $166.00 $17M +100,000 +$17M
ASML — 0.34% Reduce −73.7% 25,000 $662.63 $17M −70,175 −$49M
TPR - Tapestry 0.33% Hold 230,000 $70.41 $16M
CART - Maplebear 0.33% New 400,000 $39.89 $16M +400,000 +$16M
MCD - Mcdonalds 0.32% Reduce −70.6% 50,000 $312.37 $16M −120,000 −$34M
TTWO - Take Two 0.32% Reduce −6.3% 75,000 $207.25 $16M −5,000 +$817K
USFD - US Foods 0.28% Hold 210,000 $65.46 $14M

Showing top 50 of 103 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Playa Hotels & Resorts 3.45% Exit 0 $12.65 $150M −11,892,519 −$150M
WDC - Western Digital 1.98% Exit 0 $59.63 $86M −1,449,309 −$86M
Smartsheet · CL A 1.38% Exit 0 $56.03 $60M −1,075,000 −$60M
ULTA - Ulta Beauty 1.35% Exit 0 $434.93 $59M −135,000 −$59M
CAVA - CAVA Group 1.13% Exit 0 $112.80 $49M −435,784 −$49M
HD - Home Depot 1.09% Exit 0 $388.99 $47M −122,000 −$47M
SPOT - Spotify Technology S A 0.98% Exit 0 $447.38 $43M −95,089 −$43M
NFLX - Netflix 0.82% Exit 0 $891.32 $36M −40,000 −$36M
CP - Canadian Pacific 0.61% Exit 0 $72.38 $26M −365,000 −$26M
GLW - Owens Corning 0.55% Exit 0 $170.32 $24M −140,000 −$24M
PH - Parker-Hannifin 0.53% Exit 0 $636.03 $23M −36,500 −$23M
Ishares Tr 0.44% Exit 0 $30.44 $19M −630,000 −$19M
FDX - Fedex 0.32% Exit 0 $281.34 $14M −50,000 −$14M
MMM - 3M 0.30% Exit 0 $129.09 $13M −100,000 −$13M
IWM - Ishares Tr 0.28% Exit 0 $220.96 $12M −55,000 −$12M
BURL - Burlington Stores 0.26% Exit 0 $285.05 $11M −40,000 −$11M
AS - Amer Sports 0.26% Exit 0 $27.96 $11M −400,000 −$11M
CCC — 0.24% Exit 0 $11.73 $10M −888,628 −$10M
AAPL - Apple 0.23% Exit 0 $250.42 $10M −40,000 −$10M
Z - Zillow Group · CL C 0.21% Exit 0 $74.05 $9M −125,000 −$9M
GXO - Gxo Logistics 0.20% Exit 0 $43.50 $9M −200,000 −$9M
KEYS - Keysight Technologies 0.18% Exit 0 $160.64 $8M −50,000 −$8M
APH - Amphenol · CL A 0.18% Exit 0 $69.45 $8M −115,000 −$8M
CDNS - Cadence Design System 0.17% Exit 0 $300.48 $8M −25,000 −$8M
COMP - Compass · CL A 0.16% Exit 0 $5.85 $7M −1,200,000 −$7M
AER - Aercap 0.13% Exit 0 $95.70 $6M −60,000 −$6M
URBN - Urban Outfitters 0.13% Exit 0 $54.88 $5M −100,000 −$5M
RRX - Regal Rexnord 0.12% Exit 0 $155.14 $5M −35,000 −$5M
CCL1EUR — 0.11% Exit 0 $24.92 $5M −200,000 −$5M
RSP — 0.10% Exit 0 $175.24 $4M −25,000 −$4M
TTAN - Servicetitan · CL A 0.06% Exit 0 $102.88 $3M −25,000 −$3M
BLND - Blend Labs · CL A 0.05% Exit 0 $4.21 $2M −550,000 −$2M
GDS — 0.05% Exit 0 $23.76 $2M −85,000 −$2M
SMCI - Super Micro Computer 0.04% Exit 0 $30.48 $2M −62,539 −$2M
MGM - Mgm Resorts International 0.04% Exit 0 $34.66 $2M −50,000 −$2M
Holding 0.03% Exit 0 $17.80 $1M −70,000 −$1M
INGM - Ingram Micro 0.03% Exit 0 $19.39 $1M −62,500 −$1M
IREN - IREN Limited 0.02% Exit 0 $9.82 $949K −96,675 −$949K
AEHR - Aehr Test Sys 0.01% Exit 0 $16.61 $355K −21,368 −$355K
CBLL - Ceribell 0.01% Exit 0 $25.80 $258K −10,000 −$258K
Upstream Bio Exit 0 $16.40 $205K −12,500 −$205K

* 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 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