Institutions / Hbk Investments L P

Hbk Investments L P

CIK 1011443 · Institution · as of Mar 31, 2026
Portfolio value
$7.94B
Positions
221
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$7.94B-14.0%
$9.24B$4.63B$21.08MQ4 '23Q1 '24Q4 '24Q1 '25Q4 '25Q1 '26

Positions

221+34.8%
2211111Q4 '23Q1 '24Q4 '24Q1 '25Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 221 →
CompanyClassValueShares% of portfolio
Hologic Inc$740.78M9,800,0009.3%
Electronic Arts Inc.$666.68M3,270,1008.4%
Penumbra Inc$536.64M1,634,2616.8%
Norfolk Southern Corp$498.33M1,736,3566.3%
Masimo Corporation$458.21M2,576,1095.8%
Warner Bros. Discovery, Inc.$449.28M16,361,2005.7%
Coterra Energy Inc.$371.38M10,568,6594.7%
Kenvue Inc.$362.04M21,000,0014.6%
Sumisho Air Lease Corp$358.94M5,527,2424.5%
Clearwater Analytics Holdings, Inc.$328.14M13,875,0004.1%
Sealed Air Corp$307.19M7,305,3413.9%
Arcellx, Inc.$261.62M2,278,5173.3%
Janus Henderson Group PLC$217.33M4,230,7232.7%
Liberty Broadband Corp$215.74M4,289,0142.7%
Helix Acquisition Corp. III$177.77M3,040,9382.2%
Terns Pharmaceuticals, Inc.$155.52M2,950,0002.0%
Apellis Pharmaceuticals, Inc.$142.82M3,550,0001.8%
Chart Industries Inc$142.47M689,0921.8%
Amicus Therapeutics Inc$127.01M8,783,4481.6%
Teck Resources Ltd$82.03M1,585,0921.0%
Csg Sys Intl Inc$77.63M63,900,0001.0%
Duke Energy Corp New$50.70M46,000,0000.6%
Ark 21Shares Bitcoin ETF$44.24M1,966,8870.6%
Wayfair Inc$43.54M24,805,0000.5%
Txnm Energy Inc$36.12M27,000,0000.5%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q4 2025
as of
NewM2682V108$1.09B+2.5M
2,450,000
13.76% of portfolio
high
Q1 2026
as of
ExitM2682V108$-1.09B-2.5M
-100.00%
high
Q4 2025
as of
Exit487836108$-824.44M-10.0M
-100.00%
high
Q4 2025
as of
NewExact Sciences Corp.$776.59M+7.6M
7,646,637
9.78% of portfolio
high
Q1 2026
as of
ExitExact Sciences Corp.$-776.59M-7.6M
-100.00%
high
Q4 2024
as of
New487836108$699.52M+8.6M
8,639,280
8.81% of portfolio
high
Q4 2025
as of
NewHologic Inc$625.72M+8.4M
8,400,000
7.88% of portfolio
high
Q4 2025
as of
NewNorfolk Southern Corp$614.97M+2.1M
2,130,000
7.74% of portfolio
high
Q4 2025
as of
Exit46116X101$-578.47M-4.4M
-100.00%
high
Q1 2025
as of
New46116X101$578.47M+4.4M
4,385,000
7.28% of portfolio
high