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 Q2 2025 Q1 · filed 14 Aug · long equity

HESS 6.04% New 2,642,628 $138.54 $366M +2,642,628 +$366M
AZEK · CL A 5.46% New 6,081,734 $54.35 $331M +6,081,734 +$331M
META - Meta Platforms · CL A 2.74% Add +52.0% 224,844 $738.09 $166M +76,885 +$81M
Blueprint Medicines 2.19% New 1,035,100 $128.18 $133M +1,035,100 +$133M
ANSS - Ansys 2.05% New 353,064 $351.22 $124M +353,064 +$124M
MSFT - Microsoft 1.81% Hold 220,467 $497.41 $110M
Juniper Networks 1.75% New 2,654,926 $39.93 $106M +2,654,926 +$106M
ARKO — 1.62% Hold 23,139,671 $4.23 $98M
BKNG - Booking 1.60% Add +15.3% 16,709 $5,789 $97M +2,218 +$30M
NVDA - Nvidia 1.34% Reduce −27.1% 513,200 $157.99 $81M −190,338 +$5M
AMZN - Amazon 1.30% Add +46.6% 360,000 $219.39 $79M +114,500 +$32M
CMG - Chipotle Mexican Grill 1.10% New 1,183,420 $56.15 $66M +1,183,420 +$66M
KBR - KBR Inc 0.88% Add +16.1% 1,106,976 $47.94 $53M +153,389 +$6M
T - At T 0.84% Reduce −12.5% 1,750,000 $28.94 $51M −250,000 −$6M
MNST - Monster Beverage 0.78% Add +43.8% 755,000 $62.64 $47M +230,000 +$17M
ALC - Alcon AG 0.74% Add +15.6% 509,362 $88.52 $45M +68,859 +$4M
EMR - Emerson Elec 0.74% New 335,000 $133.33 $45M +335,000 +$45M
AOMR - Angel Oak Mortgage Reit 0.74% Reduce −8.7% 4,729,210 $9.42 $45M −452,659 −$5M
DKNG - Draftkings · CL A 0.72% Add +9.7% 1,021,610 $42.89 $44M +90,236 +$13M
CELH - Celsius 0.70% Add +355.0% 910,000 $46.39 $42M +710,000 +$35M
CRCL - Circle Internet Group · CL A 0.60% New 200,000 $181.29 $36M +200,000 +$36M
TMUS - T-Mobile US 0.59% Add +100.0% 150,000 $238.26 $36M +75,000 +$16M
CHRW - C H Robinson Worldwide 0.58% Reduce −2.7% 365,000 $95.95 $35M −10,000 −$3M
RTX - Raytheon 0.54% Add +28.6% 225,000 $146.02 $33M +50,000 +$10M
PLNT - Planet Fitness · CL A 0.54% Add +50.0% 300,000 $109.05 $33M +100,000 +$13M
UBER - UBER Technologies 0.53% Reduce −12.7% 344,655 $93.30 $32M −50,000 +$3M
AZO - Autozone 0.49% Add +23.1% 8,000 $3,712 $30M +1,500 +$5M
MU - Micron Technology 0.48% Reduce −67.2% 236,910 $123.25 $29M −485,913 −$34M
ETN - Eaton 0.47% Reduce −42.9% 80,000 $356.99 $29M −60,000 −$9M
MA - Mastercard · CL A 0.46% Hold 50,000 $561.94 $28M
UNP - Union Pac 0.46% New 120,000 $230.08 $28M +120,000 +$28M
CRM - Salesforce 0.45% Hold 100,000 $272.69 $27M
AL - Air Lease · CL A 0.44% Add +82.0% 455,000 $58.49 $27M +205,000 +$15M
CNM - Core & Main · CL A 0.44% New 440,000 $60.35 $27M +440,000 +$27M
NVT - Nvent Electric 0.44% New 360,000 $73.25 $26M +360,000 +$26M
SNPS - Synopsys 0.42% Add +66.7% 50,000 $512.68 $26M +20,000 +$13M
W - Wayfair · CL A 0.42% Add +26.3% 500,000 $51.14 $26M +104,128 +$13M
CHWY - Chewy · CL A 0.41% Reduce −49.1% 585,000 $42.62 $25M −565,000 −$12M
KVUE - Kenvue 0.41% New 1,187,447 $20.93 $25M +1,187,447 +$25M
Capri 0.41% Add +23.9% 1,395,332 $17.70 $25M +269,260 +$2M
LITE - Lumentum 0.39% Reduce −34.8% 250,000 $95.06 $24M −133,441 −$139K
Cyberark Software 0.39% Add +66.3% 58,200 $406.88 $24M +23,200 +$12M
TECK - Teck Resources · CL B 0.36% New 543,002 $40.38 $22M +543,002 +$22M
NSC - Norfolk Southn 0.36% New 85,000 $255.97 $22M +85,000 +$22M
Z - Zillow Group · CL C 0.35% New 300,000 $70.05 $21M +300,000 +$21M
KTOS — 0.34% New 450,000 $46.45 $21M +450,000 +$21M
AVGO - Broadcom 0.34% Reduce −40.0% 75,000 $275.65 $21M −50,000 −$255K
BWXT - BWX Technologies 0.33% Reduce −69.1% 139,836 $144.06 $20M −312,657 −$24M
WSC - Willscot · CL A 0.33% Reduce −49.4% 719,213 $27.40 $20M −702,308 −$20M
LRCX - Lam Research 0.32% Reduce −20.0% 200,000 $97.34 $19M −50,000 +$1M

Showing top 50 of 98 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Intra-Cellular Therapies 9.46% Exit 0 $131.92 $460M −3,485,058 −$460M
Beacon Roofing Supply 4.21% Exit 0 $123.70 $205M −1,654,598 −$205M
SGI - Somnigroup International 1.29% Exit 0 $59.88 $63M −1,047,690 −$63M
DRI - Darden Restaurants 1.24% Exit 0 $207.76 $60M −290,000 −$60M
CEG - Constellation Energy 0.81% Exit 0 $201.63 $39M −194,931 −$39M
SBUX - Starbucks 0.73% Exit 0 $98.09 $35M −360,000 −$35M
ADBE - Adobe 0.59% Exit 0 $383.53 $29M −75,000 −$29M
FLS - Flowserve 0.59% Exit 0 $48.84 $29M −585,000 −$29M
NOC - Northrop Grumman 0.53% Exit 0 $512.02 $26M −50,000 −$26M
LOW - Lowes Cos 0.48% Exit 0 $233.23 $23M −100,000 −$23M
ON - On Semiconductor 0.43% Exit 0 $40.69 $21M −509,963 −$21M
SARO - Standardaero 0.39% Exit 0 $26.64 $19M −717,300 −$19M
TSM - Taiwan Semiconductor Mfg 0.34% Exit 0 $166.00 $17M −100,000 −$17M
ASML — 0.34% Exit 0 $662.64 $17M −25,000 −$17M
CART - Maplebear 0.33% Exit 0 $39.89 $16M −400,000 −$16M
IP - International Paper 0.27% Exit 0 $53.35 $13M −250,000 −$13M
APP - Applovin · CL A 0.27% Exit 0 $264.98 $13M −50,000 −$13M
VG - Venture Global · CL A 0.27% Exit 0 $10.30 $13M −1,256,356 −$13M
KO - Coca Cola 0.26% Exit 0 $71.62 $13M −175,000 −$13M
VRT - Vertiv · CL A 0.25% Exit 0 $72.20 $12M −165,000 −$12M
DG - Dollar Gen 0.23% Exit 0 $87.93 $11M −125,000 −$11M
YUMC - Yum China 0.21% Exit 0 $52.06 $10M −200,000 −$10M
LPLA - Lpl Finl 0.20% Exit 0 $320.00 $10M −31,000 −$10M
BRBR - Bellring Brands 0.19% Exit 0 $74.46 $9M −125,000 −$9M
QSR - Restaurant Brands Intl 0.18% Exit 0 $66.64 $9M −127,755 −$9M
CYTK - Cytokinetics 0.17% Exit 0 $40.19 $8M −206,844 −$8M
AMTM - Amentum 0.17% Exit 0 $18.20 $8M −450,000 −$8M
Vacasa · CL A 0.17% Exit 0 $5.38 $8M −1,517,381 −$8M
SWX - Southwest Gas 0.16% Exit 0 $71.80 $8M −105,648 −$8M
KRMN - Karman 0.15% Exit 0 $33.42 $8M −225,000 −$8M
TKR - Timken 0.15% Exit 0 $71.87 $7M −100,000 −$7M
CRWV - Coreweave · CL A 0.15% Exit 0 $37.08 $7M −192,900 −$7M
SAIL - Sailpoint 0.14% Exit 0 $18.75 $7M −361,000 −$7M
NBIS - Nebius Group · CLASS A 0.13% Exit 0 $21.11 $6M −296,467 −$6M
PRMB - Primo Brands · CLASS A 0.11% Exit 0 $35.49 $5M −150,000 −$5M
Infinity Nat Res · CL A 0.11% Exit 0 $18.75 $5M −276,000 −$5M
CZR — 0.08% Exit 0 $25.00 $4M −150,000 −$4M
KWEB - Kraneshares Trust 0.05% Exit 0 $34.91 $3M −75,000 −$3M
CORZ - Core Scientific 0.04% Exit 0 $7.23 $2M −300,000 −$2M
Penguin Solutions 0.04% Exit 0 $17.37 $2M −113,709 −$2M
Atai Life Sciences 0.04% Exit 0 $1.36 $2M −1,413,443 −$2M
SIMO - Silicon Motion Technology 0.04% Exit 0 $50.57 $2M −37,671 −$2M
LIN - Linde 0.04% Exit 0 $465.60 $2M −3,924 −$2M
AMKR - Amkor Technology 0.03% Exit 0 $18.07 $1M −82,746 −$1M
FLOC - Flowco · CL A 0.03% Exit 0 $25.65 $1M −55,000 −$1M
Smithfield Foods 0.02% Exit 0 $20.40 $1M −50,000 −$1M
ACMR - Acm Resh · CL A 0.02% Exit 0 $23.35 $989K −42,353 −$989K
NWSA - Newsmax · CLASS B 0.01% Exit 0 $83.50 $668K −8,000 −$668K
BBNX - Beta Bionics 0.01% Exit 0 $12.23 $379K −31,000 −$379K
Kestra Med Technologies 0.01% Exit 0 $24.91 $274K −11,000 −$274K
MAZE - Maze Therapeutics Exit 0 $11.05 $151K −13,670 −$151K

* 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 2025 Q1. 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