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Institutional

DAVIDSON KEMPNER CAPITAL MANAGEMENT LP

CIK 0001595082
$7.33B
Reported AUM
228
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · DAVIDSON KEMPNER CAPITAL MANAGEMENT LP · Q1 2026

AI · grounded in 13F

Davidson Kempner Capital Management LP established a new position in SPY valued at $1.9B. The fund also initiated new stakes in QQQ for $288.6M and IWM for $248M. Additional new positions include EchoStar Corp at $174.6M and Alibaba Group Hldg Ltd at $160.9M.

Portfolio · Q1 2026

SPY$1.90BQQQIWMSATSALIBABAHYGOther$3.70BDL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$729.46-1.54%20.48%75.54%$1.90B25.95%HELD
2QQQINVESCO QQQ TR$661.73-2.04%22.54%83.19%$288.6M3.94%HELD
3IWMISHARES TR$288.57-1.64%35.66%35.93%$248.0M3.38%HELD
4SATSECHOSTAR CORP$174.6M2.38%HELD
5BABA 0.5 06/01/31ALIBABA GROUP HLDG LTD$160.9M2.20%HELD
6HYGISHARES TR$79.24-0.23%4.76%18.59%$159.1M2.17%HELD
7ARKOARKO CORP$7.74-3.61%98.40%-18.91%$128.7M1.76%HELD
8HO1HOLOGIC INC$122.4M1.67%HELD
9UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$120.3M1.64%HELD
10LI 0.25 05/01/28LI AUTO INC$110.6M1.51%HELD
11RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC$109.7M1.50%HELD
12RDFN 0.5 04/01/27REDFIN CORP$104.9M1.43%HELD
13TMUST-MOBILE US INC$181.52-0.48%-21.66%39.20%$101.8M1.39%HELD
14ALCALCON AG$69.650.78%-20.40%-14.10%$97.9M1.34%HELD
15NVRIENVIRI CORP$22.190.14%157.67%21.49%$91.6M1.25%HELD
16ETSY 0.25 06/15/28ETSY INC$80.4M1.10%HELD
17NVDANVIDIA CORPORATION$190.01-3.55%13.56%782.99%$74.6M1.02%HELD
18MCHP 0.75 06/01/30MICROCHIP TECHNOLOGY INC.$74.1M1.01%HELD
19ETSY 1 06/15/30ETSY INC$72.4M0.99%HELD
20TCOM 1.5 07/01/27 MTNHUAZHU GROUP LTD$66.9M0.91%HELD
21ACLXGBXARCELLX INC$64.3M0.88%HELD
22WB 1.375 12/01/30WEIBO CORP$63.2M0.86%HELD
23TCOM 0.75 06/15/29TRIP COM GROUP LTD$62.1M0.85%HELD
24ALRM 2.25 06/01/29ALARM COM HLDGS INC$61.2M0.84%HELD
25METAMETA PLATFORMS INC$585.61-1.31%-20.62%57.79%$60.6M0.83%HELD
26HTHT 3 05/01/26H WORLD GROUP LTD$60.4M0.82%HELD
27TDSTELEPHONE & DATA SYS INC$33.95-0.15%-10.37%94.84%$59.4M0.81%HELD
28SNOW 0 10/01/27SNOWFLAKE INC$59.0M0.81%HELD
29BBARRICK MNG CORP$36.36-0.90%74.03%106.25%$56.9M0.78%HELD
30BABOEING CO$214.01-3.41%-4.86%-3.82%$51.7M0.71%HELD
31NIO 4.625 10/15/30NIO INC$51.7M0.71%HELD
32GPN 1.5 03/01/31GLOBAL PMTS INC$48.5M0.66%HELD
33RPD 0.25 03/15/27RAPID7 INC$47.9M0.65%HELD
34SNAP 0.125 03/01/28SNAP INC$46.9M0.64%HELD
35TAT&T INC$23.94-2.92%$46.5M0.63%HELD
36MKSI 1.25 06/01/30MKS INC.$46.3M0.63%HELD
37CAKE 2 03/15/30CHEESECAKE FACTORY INC$45.7M0.62%HELD
38INVHINVITATION HOMES INC$30.110.20%$45.2M0.62%HELD
39TLTISHARES TR$82.85-1.65%$43.3M0.59%HELD
40BILL 0 04/01/30BILL HOLDINGS INC$42.2M0.58%HELD
41DHCDIVERSIFIED HEALTHCARE TR$8.89-3.68%$41.5M0.57%HELD
42BABA 0 09/15/32ALIBABA GROUP HOLDING$40.9M0.56%HELD
43FPSFORGENT POWER SOLUTIONS INC$29.25-9.75%$40.8M0.56%HELD
44JCIJOHNSON CONTROLS INTERNATION$139.42-0.61%$40.6M0.55%HELD
45ORCLORACLE CORP$117.74-1.85%$40.5M0.55%HELD
46STXSEAGATE TECHNOLOGY HLDNGS PL$764.432.29%$39.8M0.54%HELD
47SGRYSURGERY PARTNERS INC$16.415.33%$39.8M0.54%HELD
48DDOG 0 12/01/29DATADOG INC$39.1M0.53%HELD
49AMEAMETEK INC$235.25-2.56%$38.6M0.53%HELD
50RTXRTX CORPORATION$215.25-1.52%$38.6M0.53%HELD
51BLCOBAUSCH PLUS LOMB CORP$16.20-2.47%$35.0M0.48%HELD
52IQ 4.625 03/15/30IQIYI INC$34.3M0.47%HELD
53CMCSACOMCAST CORP NEW$24.611.74%$33.1M0.45%HELD
54CEGCONSTELLATION ENERGY CORP$257.95-0.72%$33.1M0.45%HELD
55MAMASTERCARD INCORPORATED$563.320.10%$32.5M0.44%HELD
56BKNGBOOKING HOLDINGS INC$201.301.00%$30.8M0.42%HELD
57JD 0.25 06/01/29JD.COM INC$30.8M0.42%HELD
58MSFTMICROSOFT CORP$390.54-0.71%$30.7M0.42%HELD
59AOMRANGEL OAK MORTGAGE REIT INC$9.020.56%$30.0M0.41%HELD
60QTWO 0.75 06/01/26Q2 HLDGS INC$29.8M0.41%HELD
61BSY 0.375 07/01/27BENTLEY SYS INC$28.5M0.39%HELD
62VNET 2 10/01/27VNET GROUP INC$28.2M0.38%HELD
63LINLINDE PLC$511.170.00%$27.3M0.37%HELD
64ASMLASML HLDG NV$1550.69-2.04%$26.4M0.36%HELD
65CVNACARVANA CO$66.320.38%$25.6M0.35%HELD
66CCICROWN CASTLE INC$79.094.41%$25.5M0.35%HELD
67CPRICAPRI HOLDINGS LIMITED$15.83-3.48%$25.2M0.34%HELD
68LUNRINTUITIVE MACHINES INC$11.39-7.92%$24.6M0.34%HELD
69MIRMIRION TECHNOLOGIES INC$14.57-13.22%$24.4M0.33%HELD
70SNAP 0.5 05/01/30SNAP INC$24.1M0.33%HELD
71ITGR 1.875 03/15/30INTEGER HLDGS CORP$23.8M0.33%HELD
72KOSKOSMOS ENERGY LTD$2.485.98%$23.4M0.32%HELD
73QQNITY ELECTRONICS INC$123.39-3.52%$23.1M0.31%HELD
74GWWWW GRAINGER INC$1358.92-2.86%$22.9M0.31%HELD
75TTWOTAKE-TWO INTERACTIVE SOFTWAR$246.43-0.48%$22.8M0.31%HELD
76AMZNAMAZON COM INC$226.65-1.82%$20.8M0.28%HELD
77DASHDOORDASH INC$193.53-1.02%$20.7M0.28%HELD
78UMACUNUSUAL MACHS INC$17.26-13.35%$20.5M0.28%HELD
79PHPARKER-HANNIFIN CORP$951.07-4.03%$20.1M0.27%HELD
80JHXJAMES HARDIE INDS PLC$26.19-2.60%$19.9M0.27%HELD
81SNPSSYNOPSYS INC$373.69-2.64%$19.8M0.27%HELD
82DISDISNEY WALT CO$98.48-0.41%$19.3M0.26%HELD
83CLSK 0 06/15/30CLEANSPARK INC$19.3M0.26%HELD
84NBR 1.75 06/15/29NABORS INDS INC$19.1M0.26%HELD
85CHRWC H ROBINSON WORLDWIDE IN$173.752.60%$19.1M0.26%HELD
86WGO 3.25 01/15/30WINNEBAGO INDS INC$18.0M0.25%HELD
87IMCR 2.5 02/01/30IMMUNOCORE HLDGS PLC$17.9M0.24%HELD
88RRRICHTECH ROBOTICS INC$1.35-6.25%$17.8M0.24%HELD
89WOLF 7 06/15/31WOLFSPEED INC$17.4M0.24%HELD
90DEDEERE & CO$610.95-4.52%$16.9M0.23%HELD
91CLSK 0 02/15/32CLEANSPARK INC$16.8M0.23%HELD
92430TERNS PHARMACEUTICALS INC$16.4M0.22%HELD
93CRHCRH PLC$99.71-3.57%$15.8M0.22%HELD
94SYNA 0.75 12/01/31SYNAPTICS INC$15.5M0.21%HELD
95AVGOBROADCOM INC$370.32-2.78%$15.5M0.21%HELD
96PENG 2 08/15/30PENGUIN SOLUTIONS INC$15.0M0.21%HELD
97TMDXTRANSMEDICS GROUP INC$78.002.24%$14.6M0.20%HELD
98UBERUBER TECHNOLOGIES INC$71.200.65%$14.4M0.20%HELD
99MUMICRON TECHNOLOGY INC$739.00-9.94%$14.4M0.20%HELD
100BCSSBAIN CAP GSS INVT CORP$10.23-0.20%$14.2M0.19%HELD
101UALUNITED AIRLS HLDGS INC$13.8M0.19%HELD
102SNOWSNOWFLAKE INC$13.6M0.19%HELD
103KBRKBR INC$12.9M0.18%HELD
104ABNBAIRBNB INC$12.6M0.17%HELD
105FRPTFRESHPET INC$12.5M0.17%HELD
106CNMCORE & MAIN INC$12.3M0.17%HELD
107ANETARISTA NETWORKS INC$12.3M0.17%HELD
108ADSKAUTODESK INC$12.0M0.16%HELD
109ROKUROKU INC$11.8M0.16%HELD
110JANJANUS LIVING INC$11.2M0.15%HELD
111ALMALMONTY INDS INC$11.0M0.15%HELD
112IEXIDEX CORP$10.4M0.14%HELD
113APGAPI GROUP CORP$10.1M0.14%HELD
114PCAPPROCAP ACQUISITION CORP$10.1M0.14%HELD
115WOLF 2.5 06/15/31 144AWOLFSPEED INC$10.1M0.14%HELD
116DMIIDRUGS MADE IN AMER ACQ II CO$10.0M0.14%HELD
117XPOXPO INC$9.7M0.13%HELD
118HGVHILTON GRAND VACATIONS INC$9.0M0.12%HELD
119ALKTALKAMI TECHNOLOGY INC$8.8M0.12%HELD
120MCGAYORKVILLE ACQUISITION CORP.$8.6M0.12%HELD
121CAHCARDINAL HEALTH INC$7.9M0.11%HELD
122KBONUKARBON CAP PARTNERS CORP$7.7M0.10%HELD
123CEPFCANTOR EQUITY PARTNERS IV IN$7.6M0.10%HELD
124SRADSPORTRADAR GROUP AG$6.9M0.09%HELD
125GFSGLOBALFOUNDRIES INC$6.7M0.09%HELD
126FUNSIX FLAGS ENTERTAINMENT CORP$6.6M0.09%HELD
127HUBGHUB GROUP INC$6.3M0.09%HELD
128ELVELEVANCE HEALTH INC FORMERLY$6.2M0.08%HELD
129SYKSTRYKER CORPORATION$5.8M0.08%HELD
130CVSCVS HEALTH CORP$5.7M0.08%HELD
131ORCL 6.5 01/15/29 DORACLE CORP$5.7M0.08%HELD
132NOKNOKIA CORP$5.6M0.08%HELD
133HQHORIZON QUANTUM HOLDINGS LTD$5.6M0.08%HELD
134DVADAVITA INC$5.1M0.07%HELD
135BWXTBWX TECHNOLOGIES INC$5.1M0.07%HELD
136UNHUNITEDHEALTH GROUP INC$5.1M0.07%HELD
137DSACUDAEDALUS SPL ACQUISITION COR$5.0M0.07%HELD
138VCTRVICTORY CAP HLDGS INC DEL$4.8M0.07%HELD
139BACCBLUE ACQUISITION CORP.$4.7M0.06%HELD
140EQPTEQUIPMENTSHARE COM INC$4.7M0.06%HELD
141SPYMSPDR SERIES TRUST$4.4M0.06%HELD
142PAYPPAYPAY CORP$4.3M0.06%HELD
143OYSEOYSTER ENTERPRISES II ACQUIS$4.1M0.06%HELD
144BSXBOSTON SCIENTIFIC CORP$4.0M0.05%HELD
145ISRGINTUITIVE SURGICAL INC$3.6M0.05%HELD
146BOBSBOBS DISC FURNITURE INC$3.5M0.05%HELD
147SAC/USAFEGUARD ACQUISITION CORP$3.5M0.05%HELD
148HPEHEWLETT PACKARD ENTERPRISE C$3.5M0.05%HELD
149HIMSHIMS & HERS HEALTH INC$3.3M0.05%HELD
150MDLNMEDLINE INC$3.3M0.05%HELD
151VENUVENU HLDG CORP$3.3M0.05%HELD
152CAEPCANTOR EQUITY PARTNERS III I$3.1M0.04%HELD
153CBUSCIBUS INC$3.0M0.04%HELD
154ALOYREALLOYS INC$2.9M0.04%HELD
155THCTENET HEALTHCARE CORP$2.8M0.04%HELD
156DOCNDIGITALOCEAN HLDGS INC$2.8M0.04%HELD
157RBLXROBLOX CORP$2.7M0.04%HELD
158BDXBECTON DICKINSON & CO$2.7M0.04%HELD
159RVMDREVOLUTION MEDICINES INC$2.6M0.04%HELD
160EWEDWARDS LIFESCIENCES CORP$2.6M0.04%HELD
161CNICANADIAN NATL RY CO$2.6M0.04%HELD
162MBVIM3-BRIGADE ACQUISITION VI CO$2.5M0.03%HELD
163ARIAPOLLO COML REAL ESTATE FIN$2.3M0.03%HELD
164MSCSTUDIO CITY INTL HLDGS LTD$2.2M0.03%HELD
165CEPVCANTOR EQUITY PARTNERS V INC$2.0M0.03%HELD
166FCRSFUTURECREST ACQUISITION CORP$2.0M0.03%HELD
167EHCENCOMPASS HEALTH CORP$1.8M0.02%HELD
168KPTIKARYOPHARM THERAPEUTICS INC$1.7M0.02%HELD
169LPSNLIVEPERSON INC$1.6M0.02%HELD
170CDECOEUR MNG INC$1.5M0.02%HELD
171GCMGGCM GROSVENOR INC$1.4M0.02%HELD
172NEOVNEOVOLTA INC$1.2M0.02%HELD
173MWHSOLV ENERGY INC$1.2M0.02%HELD
174WOLF 2.5 06/15/31WOLFSPEED INC$1.1M0.01%HELD
175PICSPICS NV$1.0M0.01%HELD
176ARWR 0 01/15/32ARROWHEAD PHARMACEUTICALS IN$1.0M0.01%HELD
177BLZRTRAILBLAZER ACQUISITION CORP$1.0M0.01%HELD
178DPRODRAGANFLY INC.$737K0.01%HELD
179YSSYORK SPACE SYSTEMS INC$474K0.01%HELD
180LPSN 0 12/15/26LIVEPERSON INC$418K0.01%HELD
181OFRMONCE UPON A FARM PBC$327K0.00%HELD
182VOYGVOYAGER TECHNOLOGIES INC$269K0.00%HELD
183RVMDWREVOLUTION MEDICINES INC$261K0.00%HELD
184HVIIHENNESSY CAP INVT CORP VII$255K0.00%HELD
185ONCH1RT ACQUISITION CORP.$254K0.00%HELD
186HCMAHCM III ACQUISITION CORP$252K0.00%HELD
187AIRJWAIRJOULE TECHNOLOGIES CORP$210K0.00%HELD
188BCSS/WSBAIN CAP GSS INVT CORP$174K0.00%HELD
189PCAPWPROCAP ACQUISITION CORP$106K0.00%HELD
190LZM/WSLIFEZONE METALS LIMITED$100K0.00%HELD
191DMIIRDRUGS MADE IN AMER ACQ II CO$80K0.00%HELD
192BAERWBRIDGER AEROSPACE GRP HLDGS$76K0.00%HELD
193FLYX/WSFLYEXCLUSIVE INC$61K0.00%HELD
194BGLWWBLUE GOLD LTD$50K0.00%HELD
195OYSEROYSTER ENTERPRISES II ACQUIS$50K0.00%HELD
196FLDDWFOLD HLDGS INC$47K0.00%HELD
197FCRS/WSFUTURECREST ACQUISITION CORP$30K0.00%HELD
198BETRWBETTER HOME & FINANCE HOLDIN$29K0.00%HELD
199MBVIWM3-BRIGADE ACQUISITION VI CO$29K0.00%HELD
200RDZNWROADZEN INC$25K0.00%HELD
201BDMDWBAIRD MED INVT HLDGS LTD$20K0.00%HELD
202TOIIWTHE ONCOLOGY INSTITUTE INC$18K0.00%HELD
203UNITED HOMES GROUP INC$17K0.00%HELD
204SDSTWSTARDUST PWR INC$14K0.00%HELD
205BLZRWTRAILBLAZER ACQUISITION CORP$13K0.00%HELD
206PDYNWPALLADYNE AI CORP$12K0.00%HELD
207CXAIWCXAPP INC$10K0.00%HELD
208VLN/WSVALENS SEMICONDUCTOR LTD$9K0.00%HELD
209TVGNWTEVOGEN BIO HLDGS INC$8K0.00%HELD
210GENVRGEN DIGITAL INC$8K0.00%HELD
211SLND/WSSOUTHLAND HLDGS INC$8K0.00%HELD
212KIDZWCLASSOVER HLDGS INC$8K0.00%HELD
213ZEOWWZEO ENERGY CORP$8K0.00%HELD
214MLECWMOOLEC SCIENCE SA$6K0.00%HELD
215DAICWCID HOLDCO INC$6K0.00%HELD
216LNZAWLANZATECH GLOBAL INC$5K0.00%HELD
217ECXWWECARX HOLDINGS INC$5K0.00%HELD
218HCMAWHCM III ACQUISITION CORP$4K0.00%HELD
219BZFDWBUZZFEED INC$4K0.00%HELD
220ONCHW1RT ACQUISITION CORP.$3K0.00%HELD
221TALKWTALKSPACE INC$2K0.00%HELD
222XOSWWXOS INC$2K0.00%HELD
223CELUWCELULARITY INC$1K0.00%HELD
224RNWWWRENEW ENERGY GLOBAL PLC$1K0.00%HELD
225ORGNWORIGIN MATERIALS INC$1K0.00%HELD
226LTRYWSPORTS ENTMT GAMING GLOBAL$1K0.00%HELD
227GGROWGOGORO INC$1K0.00%HELD
228USARUSA RARE EARTH INCHELD

Source: SEC EDGAR · accession 0001595082-26-000046. 13F discloses long positions only — shorts, foreign equities, and options are excluded.