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Portfolio (Quarterly) Guide ↗

Davidson Kempner Capital Management LP

· CIK 0001595082
13F Portfolio $8.4B AUM 241 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 87 New 59 Added 23 Reduced
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DUKE ROBOTICS CORP 36,425.0 $210K 0.00% NEW $5.76
82 AVEX AEVEX CORP Industrials 10,000.0 $209K 0.00% NEW $20.89 -3.2%
83 STABLECOINX INC 350,000.0 $144K 0.00% NEW $0.41
84 DUKE ROBOTICS CORP 97,302.0 $126K 0.00% NEW $1.29
85 SAFEGUARD ACQUISITION CORP 175,000.0 $103K 0.00% NEW $0.59
86 KARBON CAP PARTNERS CORP 187,500.0 $101K 0.00% NEW $0.54
87 DAEDALUS SPL ACQUISITION COR 125,000.0 $65K 0.00% NEW $0.52
Page 5 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 33.3%
Technology 21.6%
Industrials 13.5%
Healthcare 10.8%
Consumer Cyclical 10.5%
Real Estate 3.7%
Basic Materials 2.1%
Utilities 1.8%
Financial Services 1.6%
Energy 0.7%