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Davidson Kempner Capital Management LP

All holdings · as of Dec 31, 2025

208 positions

CompanyClassValueShares% of portfolio
Lennox International Inc$33.99M70,0000.7%
Bausch & Lomb CorpBLCOCommon Stock$33.13M1,939,7110.7%
COHERENT CORP$32.30M175,0000.7%
Constellation Energy Corp$31.51M89,2050.7%
Mastercard Inc$28.54M50,0000.6%
Walt Disney Co$28.44M250,0000.6%
ALCON AG ORD SHS$27.78M347,8830.6%
LINDE PLC$27.72M65,0000.6%
ASML HOLDING N V N Y REGISTRY SHS$26.75M25,0000.6%
SPOTIFY USA INC$26.67M23,500,0000.6%
SYNAPTICS INC$26.32M25,000,0000.6%
Arista Networks, Inc.ANETCommon Stock$26.21M200,0000.6%
Broadcom Inc.$25.96M75,0000.6%
ALIBABA GROUP HOLDING$25.75M25,000,0000.6%
AMETEK Inc$25.66M125,0000.6%
GUESS INC NOTE$24.75M25,000,0000.5%
US Foods Holding Corp.$23.82M316,2620.5%
SYNOPSYS INC$23.49M50,0000.5%
BWX Technologies, Inc.$23.32M134,9470.5%
Amazon.com Inc$23.08M100,0000.5%
DoorDash, Inc.$22.65M100,0000.5%
SunocoCorp LLCSUNCCommon Stock$22.26M451,7670.5%
ROBLOX Corp$21.83M269,4450.5%
Mirion Technologies, Inc.$21.75M928,5130.5%
WINNEBAGO INDS INC$21.56M23,000,0000.5%
CLEANSPARK INC$20.99M28,000,0000.5%
Union Pacific Corp$20.82M90,0000.5%
CLEANSPARK INC$20.69M20,000,0000.5%
Seagate Technology Holdings PLC$20.65M75,0000.5%
TE Connectivity PLC$20.48M90,0000.4%
NABORS INDS INC$20.12M25,000,0000.4%
T1 ENERGY INC$19.57M2,929,2130.4%
BENTLEY SYS INC$18.81M20,000,0000.4%
IMMUNOCORE HLDGS PLC$18.07M20,000,0000.4%
Six Flags Entertainment Corporation/NEW$18.07M1,177,9430.4%
nVent Electric plc$17.84M175,0000.4%
TransMedics Group, Inc.$17.81M146,4000.4%
LAM RESEARCH CORP$17.12M100,0000.4%
Snowflake Inc.$16.45M75,0000.4%
Uber Technologies, Inc$16.34M200,0000.4%
Core & Main, Inc.$15.59M300,0000.3%
MercadoLibre, Inc.$15.11M7,5000.3%
Wayfair Inc.$15.06M150,0000.3%
GATES INDUSTRIAL CORP PLC$15.03M700,0000.3%
Autodesk, Inc.$14.80M50,0000.3%
Medline Inc.$14.60M347,5000.3%
ASCENDIS PHARMA A/S$14.17M10,000,0000.3%
Bain Capital GSS Investment Corp.$14.11M1,400,0000.3%
Hub Group, Inc.$13.85M325,0000.3%
RTX Corp$13.76M75,0000.3%
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