DAVIDSON KEMPNER CAPITAL MANAGEMENT LP Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$3.7B

Holdings

204

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (204 positions)

StockValue
ARKOARKO CORP
$162.2M
PDD 0 12/01/25PDD HOLDINGS INC
$160.9M
FRPT 3 04/01/28FRESHPET INC
$141.6M
METAMETA PLATFORMS INC
$108.7M
STX 3.5 06/01/28SEAGATE HDD CAYMAN
$107.7M
WDCWESTERN DIGITAL CORP.
$106.6M
W 3.25 09/15/27WAYFAIR INC
$99.2M
RIVN 4.625 03/15/29RIVIAN AUTOMOTIVE INC
$99.1M
PLYAPLAYA HOTELS & RESORTS NV
$94.9M
SPYSPDR S&P 500 ETF TR
$93.5M
TMUST-MOBILE US INC
$81.7M
TECK/BTECK RESOURCES LTD
$71.8M
IQIQIYI INC
$71.8M
MARA 1 12/01/26MARA HOLDINGS INC
$66.4M
LI 0.25 05/01/28LI AUTO INC
$65.7M
$60.2M
ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC
$58.5M
SRPT 1.25 09/15/27SAREPTA THERAPEUTICS INC
$56.7M
AOMRANGEL OAK MORTGAGE REIT INC
$54.0M
SPOTSPOTIFY TECHNOLOGY S A
$53.5M
ALNY 1 09/15/27ALNYLAM PHARMACEUTICALS INC
$52.6M
MIDD 1 09/01/25MIDDLEBY CORP
$51.9M
CFLT 0 01/15/27CONFLUENT INC
$44.3M
TAT&T INC
$44.0M
BKNGBOOKING HOLDINGS INC
$42.1M
MNKD 2.5 03/01/26MANNKIND CORP
$39.8M
DOCN 0 12/01/26DIGITALOCEAN HLDGS INC
$39.7M
SBUXSTARBUCKS CORP
$39.5M
FVRR 0 11/01/25FIVERR INTL LTD
$39.3M
ALTR 1.75 06/15/27ALTAIR ENGR INC
$39.1M
LITE 0.5 06/15/28LUMENTUM HLDGS INC
$38.9M
MTCHMATCH GROUP INC NEW
$38.6M
UBERUBER TECHNOLOGIES INC
$37.6M
$36.9M
PHPARKER-HANNIFIN CORP
$34.4M
AERAERCAP HOLDINGS NV
$34.1M
KEXKIRBY CORP
$32.1M
ASND 2.25 04/01/28ASCENDIS PHARMA A/S
$32.0M
$31.9M
PATK 1.75 12/01/28PATRICK INDS INC
$30.1M
MMM3M CO
$30.1M
WGOWINNEBAGO INDS INC
$29.1M
MRVLMARVELL TECHNOLOGY INC
$28.5M
$28.0M
WOLF 1.875 12/01/29WOLFSPEED INC
$27.9M
LOWLOWES COS INC
$26.8M
LINLINDE PLC
$25.5M
MAMASTERCARD INCORPORATED
$24.7M
ESPR 4 11/15/25ESPERION THERAPEUTICS INC NE
$23.7M
CHRWC H ROBINSON WORLDWIDE INC
$22.6M
AKAM 0.125 05/01/25AKAMAI TECHNOLOGIES INC
$22.2M
MSFTMICROSOFT CORP
$21.5M
LPSN 0 12/15/26LIVEPERSON INC
$21.1M
$21.0M
DKNGDRAFTKINGS INC NEW
$20.8M
TXNTEXAS INSTRS INC
$20.7M
FXIISHARES TR
$20.0M
CLDTCHATHAM LODGING TR
$19.6M
ALRM 0 01/15/26ALARM COM HLDGS INC
$19.6M
NFLXNETFLIX INC
$19.5M
NBR 1.75 06/15/29NABORS INDS INC
$19.4M
NVDANVIDIA CORPORATION
$19.1M
TREE 0.5 07/15/25LENDINGTREE INC
$18.7M
NET 0 08/15/26CLOUDFLARE INC
$18.5M
FSLY 0 03/15/26FASTLY INC
$18.3M
WWAYFAIR INC
$18.2M
ELLAUDER ESTEE COS INC
$17.4M
DKNG 0 03/15/28DRAFTKINGS INC NEW
$17.3M
TELTE CONNECTIVITY PLC
$16.6M
ZZILLOW GROUP INC
$16.0M
RRXREGAL REXNORD CORPORATION
$15.8M
IPINTERNATIONAL PAPER CO
$15.6M
HDHOME DEPOT INC
$15.4M
MCDMCDONALDS CORP
$15.2M
ALRMALARM COM HLDGS INC
$15.2M
EAELECTRONIC ARTS INC
$14.3M
FARO 5.5 02/01/28FARO TECHNOLOGIES INC
$14.0M
CRMSALESFORCE INC
$13.7M
NOCNORTHROP GRUMMAN CORP
$13.2M
APPAPPLOVIN CORP
$13.1M
ADBEADOBE INC
$12.9M
AVGOBROADCOM INC
$12.9M
ROSTROSS STORES INC
$12.0M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$12.0M
TEAMATLASSIAN CORPORATION
$11.9M
JCIJOHNSON CTLS INTL PLC
$11.6M
BHR 4.5 06/01/26BRAEMAR HOTELS & RESORTS INC
$11.5M
ETNEATON CORP PLC
$10.8M
CYTKCYTOKINETICS INC
$10.7M
CENX 2.75 05/01/28CENTURY ALUM CO
$10.5M
CPCANADIAN PACIFIC KANSAS CITY
$10.3M
AZOAUTOZONE INC
$9.5M
$8.7M
SNOWSNOWFLAKE INC
$8.6M
SHELSHELL PLC
$7.8M
$7.7M
UALUNITED AIRLS HLDGS INC
$7.4M
CYBRCYBERARK SOFTWARE LTD
$7.3M
BHRBRAEMAR HOTELS & RESORTS INC
$7.1M
ALCALCON AG
$7.1M
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