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 Q3 2025 Q2 · filed 14 Nov · long equity

Verona Pharma 5.87% New 3,271,623 $106.71 $349M +3,271,623 +$349M
META - Meta Platforms · CL A 2.67% Reduce −3.8% 216,344 $734.38 $159M −8,500 −$7M
AMZN - Amazon 1.79% Add +34.7% 485,000 $219.57 $106M +125,000 +$28M
ARKO — 1.78% Hold 23,139,671 $4.57 $106M
NVDA - Nvidia 1.61% Hold 513,200 $186.58 $96M
T - At T 1.28% Add +54.0% 2,694,934 $28.24 $76M +944,934 +$25M
BKNG - Booking 1.06% Reduce −30.2% 11,662 $5,399 $63M −5,047 −$34M
CVNA - Carvana · CL A 0.96% New 151,750 $377.24 $57M +151,750 +$57M
USFD - US Foods 0.95% Add +250.6% 736,344 $76.62 $56M +526,344 +$40M
TDS - Telephone & Data Sys 0.93% New 1,411,700 $39.24 $55M +1,411,700 +$55M
MSFT - Microsoft 0.88% Reduce −54.4% 100,584 $517.95 $52M −119,883 −$58M
PLNT - Planet Fitness · CL A 0.76% Add +45.0% 435,000 $103.80 $45M +135,000 +$12M
KBR - KBR Inc 0.74% Reduce −15.9% 930,847 $47.29 $44M −176,129 −$9M
CELH - Celsius 0.72% Reduce −17.6% 750,000 $57.49 $43M −160,000 +$903K
ATI - ATI Inc 0.72% Add +307.7% 530,000 $81.34 $43M +400,000 +$32M
MNST - Monster Beverage 0.72% Reduce −15.2% 640,000 $67.31 $43M −115,000 −$4M
CCL1EUR — 0.70% Add +114.8% 1,450,000 $28.91 $42M +775,000 +$23M
TMUS - T-Mobile US 0.70% Add +16.7% 175,000 $239.38 $42M +25,000 +$6M
RTX - Raytheon 0.68% Add +7.8% 242,500 $167.33 $41M +17,500 +$8M
WNS 0.67% New 525,652 $76.27 $40M +525,652 +$40M
AOMR - Angel Oak Mortgage Reit 0.65% Reduce −12.6% 4,134,210 $9.37 $39M −595,000 −$6M
UBER - UBER Technologies 0.65% Add +14.5% 394,655 $97.97 $39M +50,000 +$7M
DKNG - Draftkings · CL A 0.64% Hold 1,021,610 $37.40 $38M
APP - Applovin · CL A 0.60% New 50,000 $718.54 $36M +50,000 +$36M
CSX - CSX Corp 0.60% New 1,000,000 $35.51 $36M +1,000,000 +$36M
CNM - Core & Main · CL A 0.58% Add +46.6% 645,000 $53.83 $35M +205,000 +$8M
CHRW - C H Robinson Worldwide 0.58% Reduce −28.8% 260,000 $132.40 $34M −105,000 −$598K
EMR - Emerson Elec 0.53% Reduce −28.4% 240,000 $131.18 $31M −95,000 −$13M
ELF - E L F Beauty 0.51% Add +100.0% 230,000 $132.48 $30M +115,000 +$16M
AZO - Autozone 0.50% Reduce −12.5% 7,000 $4,290 $30M −1,000 +$334K
NVT - Nvent Electric 0.50% Reduce −16.7% 300,000 $98.64 $30M −60,000 +$3M
MCD - Mcdonalds 0.49% Add +90.0% 95,000 $303.89 $29M +45,000 +$14M
DIS - Disney Walt 0.48% New 250,000 $114.50 $29M +250,000 +$29M
Z - Zillow Group · CL C 0.48% Add +23.7% 371,000 $77.05 $29M +71,000 +$8M
MA - Mastercard · CL A 0.48% Hold 50,000 $568.81 $28M
UAL - United Airls 0.41% New 250,000 $96.50 $24M +250,000 +$24M
LITE - Lumentum 0.39% Reduce −42.4% 143,900 $162.71 $23M −106,100 −$351K
LMT - Lockheed Martin 0.38% New 45,000 $499.21 $22M +45,000 +$22M
UNP - Union Pac 0.38% Reduce −20.8% 95,000 $236.37 $22M −25,000 −$5M
ETN - Eaton 0.38% Reduce −25.0% 60,000 $374.25 $22M −20,000 −$6M
W - Wayfair · CL A 0.38% Reduce −50.0% 250,000 $89.33 $22M −250,000 −$3M
AS - Amer Sports 0.37% New 625,000 $34.75 $22M +625,000 +$22M
HA7 - Enviri 0.36% New 1,683,800 $12.69 $21M +1,683,800 +$21M
SATS - Echostar · CL A 0.35% New 273,678 $76.36 $21M +273,678 +$21M
LII - Lennox Intl 0.34% New 38,500 $529.36 $20M +38,500 +$20M
ALC - Alcon AG 0.32% Reduce −49.3% 258,305 $74.42 $19M −251,057 −$26M
ZBRA - Zebra Technologies · CL A 0.30% Add +71.4% 60,000 $297.16 $18M +25,000 +$7M
CRM - Salesforce 0.30% Reduce −25.0% 75,000 $237.00 $18M −25,000 −$9M
Bain Cap Gss Invt 0.30% New 1,750,000 $10.09 $18M +1,750,000 +$18M
CMG - Chipotle Mexican Grill 0.30% Reduce −62.0% 450,000 $39.19 $18M −733,420 −$49M

Showing top 50 of 132 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
HESS 6.04% Exit 0 $138.54 $366M −2,642,628 −$366M
AZEK · CL A 5.46% Exit 0 $54.35 $331M −6,081,734 −$331M
Blueprint Medicines 2.19% Exit 0 $128.18 $133M −1,035,100 −$133M
ANSS - Ansys 2.05% Exit 0 $351.22 $124M −353,064 −$124M
Juniper Networks 1.75% Exit 0 $39.93 $106M −2,654,926 −$106M
CRCL - Circle Internet Group · CL A 0.60% Exit 0 $181.29 $36M −200,000 −$36M
MU - Micron Technology 0.48% Exit 0 $123.25 $29M −236,910 −$29M
AL - Air Lease · CL A 0.44% Exit 0 $58.49 $27M −455,000 −$27M
CHWY - Chewy · CL A 0.41% Exit 0 $42.62 $25M −585,000 −$25M
KVUE - Kenvue 0.41% Exit 0 $20.93 $25M −1,187,447 −$25M
Cyberark Software 0.39% Exit 0 $406.87 $24M −58,200 −$24M
TECK - Teck Resources · CL B 0.36% Exit 0 $40.38 $22M −543,002 −$22M
NSC - Norfolk Southn 0.36% Exit 0 $255.96 $22M −85,000 −$22M
KTOS — 0.34% Exit 0 $46.45 $21M −450,000 −$21M
AVGO - Broadcom 0.34% Exit 0 $275.65 $21M −75,000 −$21M
BWXT - BWX Technologies 0.33% Exit 0 $144.06 $20M −139,836 −$20M
WSC - Willscot · CL A 0.33% Exit 0 $27.40 $20M −719,213 −$20M
LRCX - Lam Research 0.32% Exit 0 $97.34 $19M −200,000 −$19M
KEX - Kirby 0.31% Exit 0 $113.41 $19M −165,000 −$19M
TPR - Tapestry 0.28% Exit 0 $87.81 $17M −190,000 −$17M
ACHR - Archer Aviation · CL A 0.27% Exit 0 $10.85 $16M −1,500,000 −$16M
ONON - ON AG 0.27% Exit 0 $52.05 $16M −310,000 −$16M
BIRK - Birkenstock 0.24% Exit 0 $49.18 $15M −300,000 −$15M
MPWR - Monolithic Pwr Sys 0.24% Exit 0 $731.40 $15M −20,000 −$15M
JCI - Johnson Ctls Intl 0.21% Exit 0 $105.62 $13M −120,000 −$13M
PSTG - Pure Storage · CL A 0.19% Exit 0 $57.58 $12M −200,000 −$12M
SNOW - Snowflake · CL A 0.18% Exit 0 $223.78 $11M −50,000 −$11M
Procap Acquisition 0.17% Exit 0 $10.72 $10M −960,432 −$10M
HPE - Hewlett Packard Enterprise 0.11% Exit 0 $20.45 $7M −328,321 −$7M
DASH - Doordash · CL A 0.10% Exit 0 $246.52 $6M −25,000 −$6M
ALK - Alaska Air Group 0.08% Exit 0 $49.48 $5M −100,000 −$5M
Holding 0.07% Exit 0 $10.12 $4M −400,000 −$4M
QBTS - D-Wave Quantum 0.06% Exit 0 $14.64 $4M −250,000 −$4M
VOYG - Voyager Technologies · CL A 0.05% Exit 0 $39.26 $3M −70,000 −$3M
CHYM - Chime Finl · CL A 0.04% Exit 0 $34.51 $2M −72,000 −$2M
AIRO - AIRO Group 0.04% Exit 0 $24.07 $2M −100,000 −$2M
HNGE — · CL A 0.04% Exit 0 $51.76 $2M −41,000 −$2M
Miniso Group 0.03% Exit 0 $18.22 $2M −110,576 −$2M
Etoro Group · CL A 0.03% Exit 0 $66.60 $2M −30,000 −$2M
CAI - Caris Life Sciences 0.02% Exit 0 $26.72 $1M −54,000 −$1M
Omada Health 0.01% Exit 0 $18.31 $824K −45,000 −$824K
Slide Ins 0.01% Exit 0 $21.67 $715K −33,000 −$715K
ASIC - Ategrity Specialty In Ho 0.01% Exit 0 $21.50 $430K −20,000 −$430K

* 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 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