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Institutional

Fort Baker Capital Management LP

CIK 0001688382
$1.27B
Reported AUM
115
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Fort Baker Capital Management LP · Q1 2026

AI · grounded in 13F

Fort Baker Capital Management LP established a new position in AES worth $63.0M. The fund also opened new stakes in 430 for $57.8M and MASI for $55.7M. On the sell side, the manager closed its positions in FYBR and CYBR, reducing exposure by $40.6M and $38.6M respectively.

Portfolio · Q1 2026

WBD$203.4MEA$118.7MAESTERNSMASINSCLBRDKBCSSCGCTCCXIOther$542.8MFL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1WBDWARNER BROS DISCOVERY INC$26.24-2.81%167.21%-9.55%$203.4M15.96%+5,521,310+293.0%
2EAELECTRONIC ARTS INC$203.00-0.20%36.26%44.76%$118.7M9.32%+466,749+403.4%
3AESAES CORP$14.67-0.41%41.64%-24.68%$63.0M4.95%+4,471,962NEW
4430TERNS PHARMACEUTICALS INC$57.8M4.54%+1,096,700NEW
5MASIMASIMO CORP$178.82-0.04%3.98%-34.35%$55.7M4.37%+312,920NEW
6NSCNORFOLK SOUTHN CORP$313.452.04%27.32%35.06%$50.1M3.93%+174,583NEW
7LBRDKLIBERTY BROADBAND CORP$30.32-1.91%-64.94%-81.40%$42.1M3.31%+576,923+221.7%
8BCSSBAIN CAP GSS INVT CORP$10.230.00%1.49%1.49%$40.3M3.16%+1,201,606+43.2%
9CGCTCARTESIAN GROWTH CORP III$11.90-2.14%19.00%18.35%$27.7M2.18%+173,810+6.9%
10CCXICHURCHILL CAP CORP XI$10.290.00%0.98%1.28%$25.6M2.01%+2,519,848NEW
11GTENGORES HLDGS X INC$10.410.10%1.46%0.00%$23.7M1.86%+892,000+62.7%
12CWANCLEARWATER ANALYTICS HLDGS I$24.37-0.04%1.92%8.41%$23.0M1.80%558,677−36.5%
13VAC 3.25 12/15/27MARRIOTT VACATIONS WORLDWIDE$21.4M1.68%+22,000,000NEW
14ANSCAGRICULTURE & NAT SOL ACQ CO$11.370.00%5.57%12.23%$21.2M1.67%HELD
15ENOV 3.875 10/15/28ENOVIS CORPORATION$20.7M1.63%+3,500,000+20.0%
16NWENORTHWESTERN ENERGY GROUP IN$70.490.03%40.45%41.46%$20.6M1.62%+313,027NEW
17MSTR 0 12/01/29STRATEGY INC$19.2M1.51%+17,900,000+358.0%
18RAAQREAL ASSET ACQUISITION CORP$11.02-0.81%9.89%9.46%$18.1M1.42%+1,719,359NEW
19CCIICOHEN CIRCLE ACQUISIT CORP I$10.27-0.48%1.28%1.18%$16.9M1.33%+1,303,112+369.9%
20K4FONESTREAM INC$16.6M1.30%+689,587NEW
21PMTRPERIMETER ACQUISITION CORP I$10.440.19%2.40%2.20%$16.1M1.27%+773,684+96.7%
22GRAFGRAF GLOBAL CORP$10.810.00%3.05%7.99%$16.0M1.26%+670,161+81.1%
23DRDBROMAN DBDR ACQUISITION CORP$10.53-0.09%2.03%5.08%$16.0M1.25%HELD
24CCIXCHURCHILL CAPITAL CORP IX$10.810.09%1.22%7.89%$15.5M1.22%1,377,230−48.6%
25CORZWCORE SCIENTIFIC INC NEW$20.03118.91%107.86%$15.4M1.21%129,787−6.9%
26KBONKARBON CAP PARTNERS CORP$10.120.00%0.40%0.80%$15.1M1.18%+1,499,756NEW
27CRANUCRANE HBR ACQUISITION CORP I$10.180.00%2.39%0.73%$13.2M1.03%+350,000+35.8%
28ZD 1.75 11/01/26ZIFF DAVIS INC$13.0M1.02%+126,000+1.0%
29BBCQBLEICHROEDER ACQUISITI CORP$10.49-0.38%6.04%6.15%$12.6M0.99%+1,258,490NEW
30RWT 7.75 06/15/27REDWOOD TRUST INC$12.6M0.99%+3,325,000+37.8%
31GSHRGESHER ACQUISITION CORP. II$10.400.00%$11.3M0.89%HELD
32DKNG 0 03/15/28DRAFTKINGS INC NEW$11.3M0.89%+12,500,000NEW
33SLABSILICON LABORATORIES INC$218.11-0.41%$11.2M0.88%+53,955NEW
34SVACSPRING VY ACQUISITION CORP I$10.40-0.43%$11.2M0.88%+150,813+15.9%
35OACCOAKTREE ACQUISITION CORP III$10.650.00%$10.6M0.83%+1,000,000NEW
36RIOT 0.75 01/15/30RIOT PLATFORMS INC$10.3M0.81%+1,790,000+25.2%
37EGHAEGH ACQUISITION CORP.$10.310.10%$9.5M0.75%+931,782NEW
38HAE 2.5 06/01/29HAEMONETICS CORP MASS$9.1M0.72%+9,500,000NEW
39BCOBRINKS CO$100.990.00%$8.9M0.70%+86,247NEW
40DSACDAEDALUS SPL ACQUISITION COR$10.000.00%$8.8M0.69%+890,000NEW
41NCLH 1.125 02/15/27NCL CORP LTD$8.7M0.69%+6,407,000+256.3%
42FTWPRESIDIO PRODTN CO$12.39-1.82%$8.6M0.67%+779,571NEW
43DYORINSIGHT DIGITAL PARTNERS II$10.05-0.50%$7.7M0.60%+77,674+11.2%
44NY4BCLEARWAY ENERGY INC$7.3M0.57%+186,991NEW
45RGEN 1 12/15/28REPLIGEN CORP$7.3M0.57%+7,500,000NEW
46OIMONEIM ACQUISITION CORP$10.020.00%$7.0M0.55%+702,992NEW
47RDFN 0.5 04/01/27REDFIN CORP$6.1M0.48%11,377,000−64.2%
48VHCPVINE HILL CAP INVTS CORP II$10.010.00%$5.9M0.47%+600,000NEW
49XCBEX3 ACQUISITION CORP LTD$9.920.00%$5.9M0.46%+600,000NEW
50BIIIBLACK SPADE ACQUISITION III$9.940.00%$4.9M0.39%+500,000NEW
51CLSK 0 06/15/30CLEANSPARK INC$4.8M0.38%+5,000,000NEW
52ALDFALDEL FINL II INC$10.680.09%$4.8M0.38%HELD
53RACRITHM ACQUISITION CORP$10.450.00%$4.7M0.37%+200,000+79.9%
54EVOXEVOLUTION GLOBAL ACQUISITION$10.030.00%$4.3M0.34%+133,223+44.4%
55SMHVANECK ETF TRUST$569.69-9.22%$4.0M0.31%+10,409NEW
56SPB 3.375 06/01/29SPECTRUM BRANDS INC$3.7M0.29%HELD
57SAAQSPACE ASSET ACQUISITION CORP$10.45-1.32%$3.5M0.27%+351,200NEW
58EVACEQV VENTURES AC CORP. II$10.180.00%$3.3M0.26%+28,000+9.3%
59MSGSMADISON SQUARE GRDN SPRT COR$386.230.31%$3.2M0.25%+10,000NEW
60PCAPPROCAP ACQUISITION CORP$10.280.00%$3.1M0.24%HELD
61HYACHAYMAKER ACQUISITION CORP IV$10.752.28%$2.9M0.23%2,087,220−89.3%
62ITAISHARES TR$229.45-0.92%$2.6M0.21%+12,083NEW
63SMCI 2.25 07/15/28SUPER MICRO COMPUTER INC$2.6M0.20%+3,000,000NEW
64AACBARTIUS II ACQUISITION INC$10.490.00%$2.4M0.19%+25,000+12.0%
65UTE0CANTALOUPE INC$2.2M0.17%+202,909NEW
66SVIVSPRING VY ACQUISITION CORP I$10.110.00%$2.0M0.15%+200,000NEW
67MARA 0 03/01/30MARA HOLDINGS INC$1.8M0.14%+2,000,000NEW
68TMTSUSPARTACUS ACQUISITION CORP I$1.5M0.12%+150,000NEW
69IEAGINFINITE EAGLE ACQUISITION C$10.060.30%$1.3M0.10%+133,055NEW
70XLISELECT SECTOR SPDR TR$174.18-1.12%$1.3M0.10%+7,950NEW
71RAAQWREAL ASSET ACQUISITION CORP$3.11139.24%$1.2M0.10%+917,016NEW
72GETYGETTY IMAGES HOLDINGS INC$0.76-0.33%$1.1M0.09%+1,395,545NEW
73CBRL 0.625 06/15/26CRACKER BARREL OLD CTRY STOR$990K0.08%+1,000,000NEW
74HAYMAKER ACQUISITION CORP IV$933K0.07%+316,127NEW
75FIGFIGMA INC$21.75-3.38%$846K0.07%+40,000NEW
76EHABUSDENHABIT INC$781K0.06%+55,426NEW
77LBRDALIBERTY BROADBAND CORP$30.25-2.04%$625K0.05%87,621−87.6%
78LEGTLEGATO MERGER CORP III$10.27-3.34%$599K0.05%+54,487NEW
79BBCQWBLEICHROEDER ACQUISITI CORP$2.48-11.43%$397K0.03%+417,149NEW
80SVACWSPRING VY ACQUISITION CORP I$1.350.00%$382K0.03%+52,574+16.7%
81EGHAREGH ACQUISITION CORP.$0.38$373K0.03%+1,493,658NEW
82BCSS/WSBAIN CAP GSS INVT CORP$252K0.02%HELD
83PMTRWPERIMETER ACQUISITION CORP I$0.670.00%$184K0.01%100,000−27.3%
84UAAUNDER ARMOUR INC$5.661.89%$182K0.01%+30,800NEW
85KBONWKARBON CAP PARTNERS CORP$0.68$173K0.01%+374,937NEW
86CCXIWCHURCHILL CAP CORP XI$1.00$169K0.01%+225,295NEW
87EVOXWEVOLUTION GLOBAL ACQUISITION$0.490.00%$150K0.01%+256,147+170.8%
88GSHRWGESHER ACQUISITION CORP. II$0.200.00%$109K0.01%HELD
89AIRJWAIRJOULE TECHNOLOGIES CORP$0.630.00%$97K0.01%3,900−2.2%
90ALUB/WSALUSSA ENERGY ACQUISIT CORP$92K0.01%+254,917NEW
91SAAQWSPACE ASSET ACQUISITION CORP$0.90$91K0.01%+117,066NEW
92ACHR/WSARCHER AVIATION INC$89K0.01%60,022−15.8%
93DRDBWROMAN DBDR ACQUISITION CORP$0.380.00%$86K0.01%HELD
94OIMAWONEIM ACQUISITION CORP$0.62$85K0.01%+117,163NEW
95BULLWWEBULL CORP$1.675.70%$82K0.01%HELD
96DSACWDAEDALUS SPL ACQUISITION COR$0.47$81K0.01%+197,499NEW
97XCBEWX3 ACQUISITION CORP LTD$0.28$75K0.01%+300,000NEW
98VHCPWVINE HILL CAP INVTS CORP II$0.44$73K0.01%+199,999NEW
99VCICWVINE HILL CAP INVT CORP.$65K0.01%102−0.2%
100BIII/WSBLACK SPADE ACQUISITION III$58K0.00%+166,666NEW
101AXINRAXIOM INTELLIGENCE AC CORP 1$0.42$47K0.00%HELD
102DYORWINSIGHT DIGITAL PARTNERS II$46K0.00%HELD
103ANSCWAGRICULTURE & NAT SOL ACQ CO$41K0.00%+2,025+0.9%
104SVIVWSPRING VY ACQUISITION CORP I$36K0.00%+49,999NEW
105OTGAWOTG ACQUISITION CORP. I$34K0.00%HELD
106CCIIWCOHEN CIRCLE ACQUISIT CORP I$34K0.00%HELD
107PEW/WSGRABAGUN DIGITAL HLDGS INC$34K0.00%HELD
108TLSIWTRISALUS LIFE SCIENCES INC$32K0.00%100−0.4%
109VACIVIKING ACQUISITION CORP I$31K0.00%HELD
110PCAPWPROCAP ACQUISITION CORP$30K0.00%HELD
111AUROWAURORA INNOVATION INC$28K0.00%43,422−23.7%
112IEAGRINFINITE EAGLE ACQUISITION C$24K0.00%+133,055NEW
113CCIXWCHURCHILL CAPITAL CORP IX$16K0.00%192,140−84.6%
114EVAC/WSEQV VENTURES AC CORP. II$5K0.00%HELD
115FIGXWFIGX CAP ACQUISITION CORP.$3K0.00%HELD
116FYBRFRONTIER COMMUNICATIONS PARE1,066,137EXITED
117CYBRCYBERARK SOFTWARE LTD86,604EXITED
118FTWEQV VENTURES ACQUISITION COR$12.39-1.82%3,570,433EXITED
119EXKEXACT SCIENCES CORP357,000EXITED
120FOXFOX CORP386,475EXITED
121CCXIUCHURCHILL CAP CORP XI2,252,979EXITED
122HO1HOLOGIC INC279,139EXITED
123DAYDAYFORCE INC270,010EXITED
124KBONUKARBON CAP PARTNERS CORP1,499,756EXITED
125IMXIINTERNATIONAL MNY EXPRESS IN951,582EXITED
126CABO 0 03/15/26CABLE ONE INC14,035,000EXITED
127RNAGBPAVIDITY BIOSCIENCES INC178,980EXITED
128NESRNATIONAL ENERGY SERVICES REU783,649EXITED
129JBLU 0.5 04/01/26JETBLUE AIRWAYS CORP11,366,000EXITED
130INN 1.5 02/15/26SUMMIT HOTEL PPTYS10,000,000EXITED
131HVIIHENNESSY CAP INVT CORP VII963,922EXITED
132PMT 5.5 03/15/26PENNYMAC CORP9,377,000EXITED
133CNMD 2.25 06/15/27CONMED CORP9,645,000EXITED
134NGDNNEW GOLD INC CDA1,025,660EXITED
135DXCM 0.375 05/15/28DEXCOM INC9,500,000EXITED
136DSACUDAEDALUS SPL ACQUISITION COR790,000EXITED
137HCACUHALL CHADWICK ACQUISITION CO650,000EXITED
138VHCPUVINE HILL CAP INVTS CORP II600,000EXITED
139MTN 0 01/01/26VAIL RESORTS INC5,000,000EXITED
140VAC 0 01/15/26MARRIOTT VACATIONS WORLDWIDE5,000,000EXITED
141PLYMPLYMOUTH INDL REIT INC165,899EXITED
142TACOBERTO ACQUISITION CORP352,163EXITED
143APXTAPEX TREAS CORP350,000EXITED
1441RGREV GROUP INC53,194EXITED
145AXINAXIOM INTELLIGENCE AC CORP 1300,000EXITED
146SOCASOLARIUS CAPITAL ACQU CORP300,000EXITED
147PTON 0 02/15/26PELOTON INTERACTIVE INC2,996,000EXITED
148VACIVIKING ACQUISITION CORP I300,000EXITED
149CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP2,630,000EXITED
150JAMFJAMF HLDG CORP195,162EXITED
151OTGAOTG ACQUISITION CORP. I250,000EXITED
152CENXCENTURY ALUM CO60,000EXITED
153TDWDTAILWIND 2.0 ACQUISITION COR150,000EXITED
154RCUSARCUS BIOSCIENCES INC52,523EXITED
155KGSKODIAK GAS SVCS INC29,800EXITED
156AMPX/WSAMPRIUS TECHNOLOGIES INC414,139EXITED
157SOCSABLE OFFSHORE CORP112,047EXITED
158POLEANDRETTI ACQUISITION CORP II50,254EXITED
159SAC/USAFEGUARD ACQUISITION CORP50,000EXITED
160GRAF/WSGRAF GLOBAL CORP747,753EXITED
161FCRSFUTURECREST ACQUISITION CORP25,000EXITED
162FIGXFIGX CAP ACQUISITION CORP.25,000EXITED
163BLZRTRAILBLAZER ACQUISITION CORP25,000EXITED
164GTENWGORES HLDGS X INC212,500EXITED
165CAEPCANTOR EQUITY PARTNERS III I10,000EXITED
166HCMAHCM III ACQUISITION CORP10,000EXITED
167APXTWAPEX TREAS CORP175,000EXITED
168EVLVWEVOLV TECHNOLOGIES HLDNGS IN162,698EXITED
169CHACRCRANE HBR ACQUISITION CORP54,576EXITED
170SOCAWSOLARIUS CAPITAL ACQU CORP149,998EXITED
171TDWDRTAILWIND 2.0 ACQUISITION COR150,000EXITED

Source: SEC EDGAR · accession 0002085853-26-000599. 13F discloses long positions only — shorts, foreign equities, and options are excluded.