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

2026 Q1 2025 Q4 · filed 15 May · long equity

SATS - Echostar · CL A 2.38% Add +106.1% 1,491,578 $117.07 $175M +767,900 +$96M
ARKO — 1.76% Hold 23,139,671 $5.56 $129M
HOLX - Hologic 1.67% New 1,619,115 $75.59 $122M +1,619,115 +$122M
TMUS - T-Mobile US 1.39% Add +84.9% 484,890 $210.03 $102M +222,712 +$49M
ALC - Alcon AG 1.34% Add +279.3% 1,319,570 $74.18 $98M +971,687 +$70M
HA7 - Enviri 1.25% Add +106.7% 4,668,300 $19.62 $92M +2,409,500 +$51M
NVDA - Nvidia 1.02% Add +48.3% 427,500 $174.40 $75M +139,300 +$21M
ACLXGBX - Arcellx 0.88% New 559,644 $114.82 $64M +559,644 +$64M
META - Meta Platforms · CL A 0.83% Add +30.6% 106,000 $572.13 $61M +24,855 +$7M
TDS - Telephone & Data Sys 0.81% Hold 1,411,700 $42.10 $59M
B — 0.78% Reduce −15.9% 1,395,982 $40.79 $57M −263,159 −$15M
BA - Boeing 0.71% Reduce −7.1% 260,000 $199.03 $52M −20,000 −$9M
T - At T 0.63% Reduce −10.7% 1,603,000 $28.99 $46M −191,934 +$2M
DHC - Diversified Healthcare Tr 0.57% New 6,247,830 $6.64 $41M +6,247,830 +$41M
FPS - Forgent Power Solutions · CL A 0.56% New 1,395,147 $29.27 $41M +1,395,147 +$41M
JCI - Johnson Controls 0.55% New 310,000 $130.95 $41M +310,000 +$41M
ORCL - Oracle 0.55% New 275,000 $147.11 $40M +275,000 +$40M
STX - Seagate 0.54% Add +35.6% 101,700 $391.76 $40M +26,700 +$19M
SGRY - Surgery Partners 0.54% Add +40.7% 3,336,464 $11.92 $40M +965,000 +$3M
AME - Ametek 0.53% Add +44.0% 180,000 $214.36 $39M +55,000 +$13M
RTX - Raytheon 0.53% Add +166.7% 200,000 $192.90 $39M +125,000 +$25M
BLCO - Bausch Plus Lomb 0.48% Add +13.4% 2,199,172 $15.90 $35M +259,461 +$2M
CMCSA - Comcast · CL A 0.45% Add +435.6% 1,151,593 $28.71 $33M +936,593 +$27M
CEG - Constellation Energy 0.45% Add +32.7% 118,364 $279.25 $33M +29,159 +$2M
MA - Mastercard · CL A 0.44% Add +30.0% 65,000 $499.66 $32M +15,000 +$4M
BKNG - Booking 0.42% Add +9.9% 7,320 $4,210 $31M +658 −$5M
MSFT - Microsoft 0.42% Reduce −43.0% 83,000 $370.17 $31M −62,584 −$40M
AOMR - Angel Oak Mortgage Reit 0.41% Reduce −11.6% 3,652,673 $8.22 $30M −481,537 −$6M
LIN - Linde 0.37% Reduce −15.4% 55,000 $495.76 $27M −10,000 −$449K
ASML — 0.36% Reduce −20.0% 20,000 $1,321 $26M −5,000 −$330K
CVNA - Carvana · CL A 0.35% Reduce −38.3% 81,300 $314.38 $26M −50,450 −$30M
CCI - Crown Castle 0.35% New 313,052 $81.31 $25M +313,052 +$25M
Capri 0.34% Add +190.8% 1,429,640 $17.62 $25M +937,996 +$13M
INTU - Intuitive Machines · CLASS A 0.34% New 1,322,751 $18.56 $25M +1,322,751 +$25M
MIR - Mirion Technologies · CL A 0.33% Add +41.6% 1,314,819 $18.59 $24M +386,306 +$3M
KOS - Kosmos Energy 0.32% New 8,419,986 $2.78 $23M +8,419,986 +$23M
Q - Qnity 0.31% New 200,000 $115.38 $23M +200,000 +$23M
GWW - Ww Grainger 0.31% New 21,000 $1,091 $23M +21,000 +$23M
TTWO - Take Two 0.31% New 115,552 $197.50 $23M +115,552 +$23M
AMZN - Amazon 0.28% Hold 100,000 $208.27 $21M
DASH - Doordash · CL A 0.28% Add +37.8% 137,796 $150.15 $21M +37,796 −$2M
UMAC - Unusual Machs 0.28% Add +726.0% 1,651,972 $12.40 $20M +1,451,972 +$18M
PH - Parker-Hannifin 0.27% New 22,500 $895.24 $20M +22,500 +$20M
JHX - James Hardie Inds 0.27% New 1,050,000 $18.94 $20M +1,050,000 +$20M
SNPS - Synopsys 0.27% Hold 50,000 $396.48 $20M
DIS - Disney Walt 0.26% Reduce −20.0% 200,000 $96.38 $19M −50,000 −$9M
CHRW - C H Robinson Worldwide In 0.26% Reduce −70.5% 115,000 $166.07 $19M −275,000 −$44M
RR - Richtech Robotics · CL B 0.24% Add +142.9% 8,500,000 $2.09 $18M +5,000,000 +$6M
DE - Deere 0.23% New 30,000 $563.30 $17M +30,000 +$17M
TERN - Terns Pharmaceuticals 0.22% New 311,623 $52.72 $16M +311,623 +$16M

Showing top 50 of 137 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
DAY - Dayforce 1.99% Exit 0 $69.16 $126M −1,814,721 −$126M
Holding 1.09% Exit 0 $7.14 $69M −9,629,629 −$69M
CSX — 1.01% Exit 0 $36.25 $64M −1,755,078 −$64M
VMC - Vulcan Matls 0.79% Exit 0 $285.22 $50M −175,000 −$50M
AXTI - AXT 0.71% Exit 0 $16.35 $45M −2,734,693 −$45M
TDY - Teledyne 0.71% Exit 0 $510.73 $45M −87,500 −$45M
Holding 0.67% Exit 0 $38.07 $42M −1,116,098 −$42M
Z - Zillow · CL C 0.65% Exit 0 $68.22 $41M −601,600 −$41M
CDTX — 0.55% Exit 0 $220.89 $34M −155,631 −$34M
LII - Lennox Intl 0.54% Exit 0 $485.59 $34M −70,000 −$34M
COHR - Coherent 0.51% Exit 0 $184.57 $32M −175,000 −$32M
USFD - US Foods 0.38% Exit 0 $75.32 $24M −316,262 −$24M
SUN - Sunococorp 0.35% Exit 0 $49.28 $22M −451,767 −$22M
UNP - Union Pac 0.33% Exit 0 $231.32 $21M −90,000 −$21M
TEL - Te Connectivity Ord 0.33% Exit 0 $227.51 $20M −90,000 −$20M
TE - T1 Energy 0.31% Exit 0 $6.68 $20M −2,929,213 −$20M
NVT - Nvent Electric 0.28% Exit 0 $101.97 $18M −175,000 −$18M
LRCX - Lam Research 0.27% Exit 0 $171.18 $17M −100,000 −$17M
MELI - Mercadolibre 0.24% Exit 0 $2,014 $15M −7,500 −$15M
W - Wayfair · CL A 0.24% Exit 0 $100.41 $15M −150,000 −$15M
Gates Indl Ord 0.24% Exit 0 $21.47 $15M −700,000 −$15M
URI - United Rentals 0.19% Exit 0 $809.33 $12M −15,000 −$12M
GXO — 0.19% Exit 0 $52.64 $12M −225,000 −$12M
MDB - Mongodb · CL A 0.17% Exit 0 $419.68 $10M −25,000 −$10M
AVAV - Aerovironment 0.15% Exit 0 $241.90 $10M −40,000 −$10M
Holding 0.11% Exit 0 $2.48 $7M −2,833,395 −$7M
Lightwave Logic 0.11% Exit 0 $3.24 $7M −2,128,639 −$7M
UAL - United Airls 0.11% Exit 0 $111.82 $7M −60,000 −$7M
SMRT - Smartrent · CL A 0.11% Exit 0 $2.02 $7M −3,300,000 −$7M
ALK - Alaska Air Group 0.10% Exit 0 $50.30 $6M −125,000 −$6M
Holding · CL A 0.10% Exit 0 $10.77 $6M −571,582 −$6M
SNDA — 0.09% Exit 0 $32.61 $5M −166,666 −$5M
BETA — · CL A 0.08% Exit 0 $28.21 $5M −189,476 −$5M
MNST - Monster Beverage 0.08% Exit 0 $76.68 $5M −64,830 −$5M
ALH — 0.06% Exit 0 $20.35 $4M −180,000 −$4M
Safe Pro Group 0.05% Exit 0 $4.16 $3M −751,730 −$3M
DGXX - Digi Pwr X Sub Vtg 0.05% Exit 0 $2.55 $3M −1,221,698 −$3M
Rezolve Ai Ord 0.05% Exit 0 $2.57 $3M −1,200,000 −$3M
SAP - Sap Se Spon 0.05% Exit 0 $242.90 $3M −12,256 −$3M
NP - Neptune Ins · CL A 0.05% Exit 0 $29.16 $3M −100,000 −$3M
Serve Robotics 0.03% Exit 0 $10.38 $2M −200,000 −$2M
CELH - Celsius 0.03% Exit 0 $45.73 $2M −35,164 −$2M
Holding 0.02% Exit 0 $15.62 $1M −90,006 −$1M
Veritone 0.01% Exit 0 $4.65 $930K −200,000 −$930K
WLTH - Wealthfront 0.01% Exit 0 $13.60 $680K −50,000 −$680K
ANDG - Andersen Group · CL A 0.01% Exit 0 $25.92 $648K −25,000 −$648K
IT - Gartner 0.01% Exit 0 $252.17 $580K −2,300 −$580K
Holding · CL A Exit 0 $12.66 $150K −11,853 −$150K
Holding Exit 0 $0.1400 $140K −1,000,000 −$140K
Holding Exit 0 $0.2000 $80K −400,000 −$80K

* 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 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
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