DAVIDSON KEMPNER CAPITAL MANAGEMENT LP Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$4.9B

Holdings

240

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (240 positions)

StockValue
WRKUSDWESTROCK CO
$461.8M
0C3ENDEAVOR GROUP HLDGS INC
$205.0M
PDD 0 12/01/25PDD HOLDINGS INC
$155.3M
ARKOARKO CORP
$144.6M
RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC
$107.6M
WDCWESTERN DIGITAL CORP.
$105.9M
AMZNAMAZON COM INC
$105.4M
W 3.25 09/15/27WAYFAIR INC
$103.4M
PLYAPLAYA HOTELS & RESORTS NV
$102.6M
TMUST-MOBILE US INC
$100.5M
AOMRANGEL OAK MORTGAGE REIT INC
$96.8M
USFDUS FOODS HLDG CORP
$90.6M
$87.7M
METAMETA PLATFORMS INC
$82.1M
FRPT 3 04/01/28FRESHPET INC
$79.1M
Z 0.75 09/01/24ZILLOW GROUP INC
$75.9M
KVUEKENVUE INC
$73.3M
IQIQIYI INC
$73.1M
BROSDUTCH BROS INC
$65.6M
MARA 1 12/01/26MARATHON DIGITAL HOLDINGS IN
$64.6M
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
$64.3M
CRBGCOREBRIDGE FINL INC
$63.8M
LI 0.25 05/01/28LI AUTO INC
$62.3M
ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC
$58.3M
ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC
$56.6M
ZZILLOW GROUP INC
$48.5M
MIDD 1 09/01/25MIDDLEBY CORP
$47.9M
HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC
$47.7M
CCLCARNIVAL CORP
$45.9M
CRMSALESFORCE INC
$45.0M
TECK/BTECK RESOURCES LTD
$44.4M
CFLT 0 01/15/27CONFLUENT INC
$43.2M
BKNGBOOKING HOLDINGS INC
$39.6M
DOCN 0 12/01/26DIGITALOCEAN HLDGS INC
$37.9M
FVRR 0 11/01/25FIVERR INTL LTD
$37.3M
T7DTRANSDIGM GROUP INC
$35.1M
WOLF 1.875 12/01/29WOLFSPEED INC
$34.2M
JCIJOHNSON CTLS INTL PLC
$33.9M
$33.8M
MNKD 2.5 03/01/26MANNKIND CORP
$33.6M
$33.3M
$32.2M
ALTR 1.75 06/15/27ALTAIR ENGR INC
$31.8M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$31.7M
AERAERCAP HOLDINGS NV
$31.7M
LITE 0.5 06/15/28LUMENTUM HLDGS INC
$31.5M
UBERUBER TECHNOLOGIES INC
$30.9M
VMCVULCAN MATLS CO
$29.2M
TEVATEVA PHARMACEUTICAL INDS LTD
$28.7M
ESPR 4 11/15/25ESPERION THERAPEUTICS INC NE
$27.7M
IWMISHARES TR
$27.3M
AQN.TOALGONQUIN PWR UTILS CORP
$27.2M
CEGCONSTELLATION ENERGY CORP
$26.5M
SMHVANECK ETF TRUST
$25.7M
AAPLAPPLE INC
$25.2M
LINLINDE PLC
$25.2M
DKNG 0 03/15/28DRAFTKINGS INC NEW
$24.9M
PATK 1.75 12/01/28PATRICK INDS INC
$24.2M
TAT&T INC
$23.9M
MTCHMATCH GROUP INC NEW
$23.4M
FYBRFRONTIER COMMUNICATIONS PARE
$23.1M
MSFTMICROSOFT CORP
$22.3M
ASND 2.25 04/01/28ASCENDIS PHARMA A/S
$22.2M
MAMASTERCARD INCORPORATED
$22.1M
WGOWINNEBAGO INDS INC
$21.7M
TXRHTEXAS ROADHOUSE INC
$21.5M
LPSN 0 12/15/26LIVEPERSON INC
$20.9M
DKNGDRAFTKINGS INC NEW
$20.3M
EAELECTRONIC ARTS INC
$20.1M
FISFIDELITY NATL INFORMATION SV
$20.0M
WWAYFAIR INC
$19.8M
CLDTCHATHAM LODGING TR
$19.6M
CPCANADIAN PACIFIC KANSAS CITY
$19.3M
K6BKBR INC
$19.2M
ALRM 0 01/15/26ALARM COM HLDGS INC
$19.2M
CHWYCHEWY INC
$18.8M
SNAPSNAP INC
$18.6M
KEXKIRBY CORP
$18.6M
TREE 0.5 07/15/25LENDINGTREE INC
$18.5M
NET 0 08/15/26CLOUDFLARE INC
$18.1M
FSLY 0 03/15/26FASTLY INC
$18.1M
PHPARKER-HANNIFIN CORP
$17.7M
MRVLMARVELL TECHNOLOGY INC
$17.5M
SGSWEETGREEN INC
$17.3M
DPZDOMINOS PIZZA INC
$16.8M
UNITUNITI GROUP INC
$16.0M
ATMUATMUS FILTRATION TECHNOLOGIE
$15.5M
GXOGXO LOGISTICS INCORPORATED
$15.2M
SHELSHELL PLC
$14.8M
TXNTEXAS INSTRS INC
$14.6M
KRCKILROY RLTY CORP
$14.2M
MMM3M CO
$13.8M
VIKVIKING HOLDINGS LTD
$13.6M
CHRWC H ROBINSON WORLDWIDE INC
$13.2M
NBR 1.75 06/15/29NABORS INDS INC
$13.2M
DDOGDATADOG INC
$13.0M
$13.0M
FARO 5.5 02/01/28FARO TECHNOLOGIES INC
$12.8M
ALRMALARM COM HLDGS INC
$12.2M
BHR 4.5 06/01/26BRAEMAR HOTELS & RESORTS INC
$11.1M
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