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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 12 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TRAILBLAZER ACQUISITION CORP 33,333.0 $13K $0.40
222 THE ONCOLOGY INSTITUTE INC 318,710.0 $13K $0.04
223 BAIRD MED INVT HLDGS LTD 250,000.0 $10K $0.04
224 VALENS SEMICONDUCTOR LTD 350,000.0 $10K $0.03
225 STARDUST PWR INC 83,332.0 $9K $0.11
226 ZEO ENERGY CORP 200,000.0 $8K $0.04
227 BUZZFEED INC 266,666.0 $7K $0.02
228 KIDZ AI INC 500,000.0 $6K $0.01
229 SOUTHLAND HLDGS INC 237,500.0 $6K $0.03
230 PALLADYNE AI CORP 187,499.0 $6K $0.03
231 LANZATECH GLOBAL INC 374,999.0 $6K $0.02
232 HCM III ACQUISITION CORP 8,333.0 $5K $0.65
233 ECARX HOLDINGS INC 100,000.0 $4K $0.04
234 CID HOLDCO INC 300,000.0 $4K $0.01
235 MOOLEC SCIENCE SA 250,000.0 $4K $0.01
236 1RT ACQUISITION CORP 6,249.0 $3K $0.51
237 XOS INC 466,666.0 $2K $0.00
238 GOGORO INC 125,000.0 $1K $0.01
239 SPORTS ENTMT GAMING GLOBAL 100,000.0 $1K $0.01
240 CELULARITY INC 150,800.0 $679.0 $0.00
Page 12 of 13  ·  241 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%