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Funds / Davidson Kempner Capital Management LP
Institutional Fund

Davidson Kempner Capital Management LP

New York, NYCIK 159508250 filings on record

Portfolio Value
$2.68B
Q1 2026
Holdings
180
Reported positions
New Buys
180
Opened this quarter
QoQ Change
+314.9%
from $645.85M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Echostar Corp6.5%
  • Arko Corp4.8%
  • Hologic Inc4.6%
  • T-Mobile Us Inc3.8%
  • Alcon AG3.7%
  • Enviri Corp3.4%
  • Other73.2%

Portfolio Holdings

180 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Echostar Corp1.49M$174.62M6.5%+1.49MNew
2Arko Corp23.14M$128.66M4.8%+23.14MNew
3Hologic Inc1.62M$122.39M4.6%+1.62MNew
4T-Mobile Us Inc484.9K$101.84M3.8%+484.9KNew
5Alcon AG1.32M$97.88M3.7%+1.32MNew
6Enviri Corp4.67M$91.59M3.4%+4.67MNew
7Nvidia Corporation427.5K$74.56M2.8%+427.5KNew
8Arcellx Inc559.6K$64.26M2.4%+559.6KNew
9Meta Platforms Inc106.0K$60.65M2.3%+106.0KNew
10Telephone & Data Sys Inc1.41M$59.43M2.2%+1.41MNew

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