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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

Davidson Kempner Capital Management LP

Quarter ended Q3 2023 · Filed September 12, 2023 · Accession 0000902664-23-004727

Total Value
$3.88B
Positions
299
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (299)

#IssuerTicker / CUSIPSharesValue% of Filing
1ARKO CORPARKO23,139,671$183.7M4.74%
2VISTRA CORPVST5,396,089$141.6M3.65%
3JOYY INCJOYY150,000,000$139.7M3.60%
4SPDR S&P 500 ETF TRUSTSPY300,000$133.0M3.43%
5PLAYA HOTELS & RESORTS NVN7054410615,142,519$123.3M3.18%
6META PLATFORMS INCMETA424,118$121.7M3.14%
7T-MOBILE US INCTMUSZ809,241$112.4M2.90%
8WALMART INCWMT702,604$110.4M2.85%
9PDD HOLDINGS INCPDD113,141,000$109.9M2.83%
10LINDE PLCLIN262,931$100.2M2.58%
11MCDONALD'S CORPMCD327,106$97.6M2.52%
12ISHARES RUSSELL 2000 ETF464287655372,600$69.8M1.80%
13TECK RESOURCES LTDTCKRF1,628,437$68.6M1.77%
14AMAZON.COM INCAMZN493,351$64.3M1.66%
15BOOKING HOLDINGS INCBKNG23,154$62.5M1.61%
16ANGEL OAK MORTGAGE REIT INCAOMN7,389,791$60.9M1.57%
17VNET GROUP INCVNET75,694,000$58.3M1.50%
18REDFIN CORP75737FAE880,459,000$55.1M1.42%
19SHELL PLCRYDAF880,458$53.2M1.37%
20CNH INDUSTRIAL NVN209441093,618,753$52.1M1.34%
21SUPER MICRO COMPUTER INCSMCI192,104$47.9M1.23%
22YUM! BRANDS INCYUM342,900$47.5M1.22%
23DRAFTKINGS HOLDINGS INCDKNG63,500,000$47.4M1.22%
24CLOUDFLARE INCNET51,000,000$43.3M1.12%
25HALOZYME THERAPEUTICS INHALO52,037,000$43.2M1.11%
26MARATHON DIGITAL HOLDINGMARA79,167,000$43.0M1.11%
27QIAGEN NVQGEN929,437$41.7M1.08%
28LIVENT CORPLIVG12,500,000$40.0M1.03%
29DROPBOX INCDBX40,467,000$38.7M1.00%
30VISA INCV160,811$38.2M0.98%
31WAYFAIR INCW561,164$36.5M0.94%
32SALESFORCE INCCRM171,000$36.1M0.93%
33CONFLUENT INC20717MAB941,750,000$34.7M0.89%
34ALGONQUIN POWER & UTILITIES CO0158571054,062,338$33.6M0.87%
35ACORDA THERAPEUTICS INC00484MAC052,324,000$33.2M0.86%
36MIDDLEBY CORPMIDD26,200,000$32.5M0.84%
37US FOODS HOLDING CORPUSFD728,123$32.0M0.83%
38PALO ALTO NETWORKS INCPANW117,500$30.0M0.77%
39CALIFORNIA RESOURCES CORPCRC648,392$29.4M0.76%
40TURNING POINT BRANDS INC90041LAE530,000,000$28.6M0.74%
41GLOBUS MEDICAL INCGMED478,199$28.5M0.73%
42PEBBLEBROOK HOTEL TRUSTPEB-PH33,523,000$28.3M0.73%
43MICROSOFT CORPMSFT75,000$25.5M0.66%
44FIVERR INTERNATIONAL LTD33835LAA328,600,000$24.1M0.62%
45SEA LTDSE30,000,000$24.1M0.62%
46OKTA INCOKTA25,705,000$23.2M0.60%
47SUMMIT HOTEL PROPERTIES866082AA826,582,000$22.6M0.58%
48CHEGG INCCHGG30,000,000$22.5M0.58%
49KENVUE INCKVUE823,214$21.7M0.56%
50CATALENT INC148806102500,000$21.7M0.56%
51UBER TECHNOLOGIES INCUBER500,000$21.6M0.56%
52CHATHAM LODGING TRUSTCLDT-PA2,303,259$21.6M0.56%
53BATH & BODY WORKS INCBBWI573,446$21.5M0.55%
54BLOCK INCBSQKZ315,001$21.0M0.54%
55TJX COS INC/THE872540109246,301$20.9M0.54%
56NIO INCNIOIF25,026,000$20.8M0.54%
57BLACKLINE INCBL24,000,000$20.3M0.52%
58LIFE STORAGE INC53223X107151,133$20.1M0.52%
59WARNER BROS DISCOVERY INCWBD1,588,985$19.9M0.51%
60PELOTON INTERACTIVE INCPTON26,165,000$19.8M0.51%
61FASTLY INCFSLY23,451,000$19.3M0.50%
62HDFC BANK LTDHDB271,583$18.9M0.49%
63CATALENT INC148806102432,855$18.8M0.48%
64ALCON INCALC224,472$18.6M0.48%
65WORKDAY INCWDAY75,000$16.9M0.44%
66KARYOPHARM THERAPEUTICSKPTI25,000,000$16.8M0.43%
67NEW RELIC INC64829B100255,000$16.7M0.43%
68TAKE-TWO INTERACTIVE SOFTWARETTWO112,682$16.6M0.43%
69HASBRO INCHAS250,000$16.2M0.42%
70CENTENE CORPCNC238,832$16.1M0.42%
71RAPID7 INCRPD18,000,000$15.6M0.40%
72WILLSCOT MOBILE MINI HOLDINGSWSC323,334$15.4M0.40%
73ESPERION THERAPEUTICSESPR31,025,000$15.1M0.39%
74LENDINGTREE INCTREE18,321,000$14.1M0.36%
75KILROY REALTY CORP49427F108454,167$13.7M0.35%
76RHRH41,116$13.6M0.35%
77RESTAURANT BRANDS INTERNATIONA76131D103174,127$13.5M0.35%
78MANNKIND CORPMNKD12,500,000$13.3M0.34%
79ROIVANT SCIENCES LTDROIV1,300,000$13.1M0.34%
80ELLIOTT OPPORTUNITY II CORPG300921031,200,000$12.4M0.32%
81DOMINO'S PIZZA INCDPZ36,100$12.2M0.31%
82CONSTELLATION ENERGY CORPCEG128,307$11.7M0.30%
83BRAEMAR HOTELS & RESORTSBHR-PD12,500,000$11.5M0.30%
84UNITI GROUP INCUNIT2,480,000$11.4M0.29%
85ROSS STORES INCROST94,781$10.6M0.27%
86WWE98156Q10897,861$10.6M0.27%
87WINNEBAGO INDUSTRIES974637AB68,758,000$10.5M0.27%
88CLEAR CHANNEL OUTDOOR HOLDINGSCCO7,505,124$10.3M0.27%
89GORES HOLDINGS IX INC38287A1011,000,000$10.2M0.26%
90LIVE OAK CRESTVIEW CLIMATE ACQ538086109990,000$10.1M0.26%
91DATADOG INCDDOG100,000$9.8M0.25%
92DOLLAR TREE INCDLTR67,340$9.7M0.25%
93BRAEMAR HOTELS & RESORTS INCBHR-PD2,300,700$9.2M0.24%
94LIFE TIME GROUP HOLDINGS INCLTH466,240$9.2M0.24%
95SILICON MOTION TECHNOLOGY CORPSIMO126,394$9.1M0.23%
96TOPGOLF CALLAWAY BRANDS CORP131193104450,000$8.9M0.23%
97FTAC EMERALD ACQUISITION CORPFLDDW850,000$8.8M0.23%
98ENTERGY CORPENO90,000$8.8M0.23%
99EXXON MOBIL CORPXOM80,000$8.6M0.22%
100CORSAIR PARTNERING CORPG2540H108800,000$8.3M0.21%
101RENTOKIL INITIAL PLCRKLIF211,832$8.3M0.21%
102BYNORDIC ACQUISITION CORPBYNOW742,500$7.9M0.20%
103FTAC ZEUS ACQUISITION CORP30320F106750,000$7.8M0.20%
104SEAGATE TECHNOLOGY HOLDINGS PLSE125,000$7.7M0.20%
105SENTINELONE INCS500,000$7.5M0.19%
106TKB CRITICAL TECHNOLOGIES 1G88935112700,000$7.4M0.19%
107SMART GLOBAL HOLDINGS INCPENG250,000$7.2M0.19%
108MERCURY SYSTEMS INCMRCY208,984$7.2M0.19%
109BIORA THERAPEUTICS INC74319FAB313,000,000$6.8M0.17%
110STUDIO CITY INTERNATIONAL HOLD86389T106920,150$6.4M0.16%
111AT&T INCT-PC400,000$6.4M0.16%
112LAMB WESTON HOLDINGS INCLW54,766$6.3M0.16%
113SOUTHPORT ACQUISITION CORP84465L105600,000$6.3M0.16%
114MODEL N INC607525AB85,000,000$6.1M0.16%
115TEGNA INC87901J105366,345$5.9M0.15%
116ASCENDIS PHARMA A/SASND6,000,000$5.4M0.14%
117PERFORMANCE FOOD GROUP COPFGC88,021$5.3M0.14%
118BLUE OCEAN ACQUISITION CORPG1330L105500,000$5.3M0.14%
119ON HOLDING AGH5919C104158,178$5.2M0.13%
120WARNER MUSIC GROUP CORPWMG200,000$5.2M0.13%
121AMERICAN ELECTRIC POWER CO INC02553710157,500$4.8M0.12%
122RIGEL RESOURCE ACQUISITION CORG7573M106450,000$4.8M0.12%
123ANDRETTI ACQUISITION CORPPOLEW450,000$4.8M0.12%
124SILVERSPAC INCG8136V104441,770$4.6M0.12%
125ASHLAND INCASH52,491$4.6M0.12%
126KEURIG DR PEPPER INCKDP145,145$4.5M0.12%
127COCA-COLA CO/THEKO73,382$4.4M0.11%
128GOGREEN INVESTMENTS CORPG9461B101400,000$4.3M0.11%
129LIVEPERSON INCLPSN6,366,000$4.1M0.11%
130DISC MEDICINE INCIRON90,000$4.0M0.10%
131NCR CORPNCRRP150,000$3.8M0.10%
132BATH & BODY WORKS INCBBWI100,000$3.8M0.10%
133CARTICA ACQUISITION CORPG1995D109350,000$3.7M0.10%
134VAHANNA TECH EDGE ACQUISITIONG9320Z109350,000$3.7M0.10%
135WEATHERFORD INTERNATIONAL PLCG4883311850,000$3.3M0.09%
136OVERSTOCK.COM INCBBBY-WT100,000$3.3M0.08%
137SYSCO CORPSYY40,487$3.0M0.08%
138GE HEALTHCARE TECHNOLOGIES INCGEHC31,685$2.6M0.07%
139SAVERS VALUE VILLAGE INC80517M109102,500$2.4M0.06%
140CHIPOTLE MEXICAN GRILL INCCMG977$2.1M0.05%
141SOCIAL CAPITAL SUVRETTA HOLDING8253Y105200,000$2.1M0.05%
142SOCIAL CAPITAL SUVRETTA HOLDING8253U103200,000$2.1M0.05%
143EVEREST CONSOLIDATOR ACQUISITIEVEX-WT175,000$1.9M0.05%
144FIDELIS INSURANCE HOLDINGS LTDFIHL135,375$1.8M0.05%
145MADISON SQUARE GARDEN ENTERTAI55825610350,000$1.7M0.04%
146KODIAK GAS SERVICES INC50012A108100,000$1.6M0.04%
147ELANCO ANIMAL HEALTH INCELAN152,100$1.5M0.04%
148DYNATRACE INCDT25,000$1.3M0.03%
149HUMACYTE INCHUMAW450,000$1.3M0.03%
150VNET GROUP INCVNET424,989$1.2M0.03%
151ACELYRIN INC00445A10049,680$1.0M0.03%
152DUCKHORN PORTFOLIO INC/THE26414D10676,716$995,0070.03%
153SUN COUNTRY AIRLINES HOLDINGS86668310540,000$898,8000.02%
154COREBRIDGE FINANCIAL INC21871X10949,217$869,1720.02%
155ARKO CORPARKO533,333$730,6660.02%
156ACORDA THERAPEUTICS INC00484M70055,145$716,8850.02%
157TALKSPACE INCTALKW547,514$684,3930.02%
158CAVA GROUP INCCAVA16,100$659,2950.02%
159ATMUS FILTRATION TECHNOLOGIESATMU30,000$658,8000.02%
160SPDR S&P OIL & GAS EXPLORATION78468R5565,000$644,1500.02%
161MIRION TECHNOLOGIES INCMIR273,738$498,2030.01%
162DAY ONE BIOPHARMACEUTICALS INCDAWN40,000$477,2000.01%
163TRINITY PLACE HOLDINGS INCTPHS750,000$405,0000.01%
164ORIGIN MATERIALS INCORGNW521,975$375,8740.01%
165STERLING CHECK CORP85917T10928,000$342,4400.01%
166ESPERION THERAPEUTICS INCESPR222,482$309,2500.01%
167SOUTHLAND HOLDINGS INCSLND-WT237,500$249,3750.01%
168COMPASS INCCOMP71,189$249,1620.01%
169GOGREEN INVESTMENTS CORPG9461B119200,000$196,0000.01%
170CXAPP INCCXAIW350,042$189,0230.00%
171MARKETWISE INCMKTW79,212$157,6320.00%
172RENEW ENERGY GLOBAL PLC-ARNWWW193,066$150,6490.00%
173CANO HEALTH INC13781Y111700,000$147,0700.00%
174LANZATECH GLOBAL INCLNZAW374,999$146,6620.00%
175ARES ACQUISITION CORP-AG33032122140,000$112,0000.00%
176AZURE POWER GLOBAL LTDV0393H10361,346$108,5820.00%
177FAST ACQUISITION CORP II-A311874119125,000$87,3620.00%
178ADS-TEC ENERGY PLCADSEW137,500$82,8440.00%
179EG ACQUISITION CORP-A26846A118266,666$81,0930.00%
180SUPER GROUP SGHC LTDSGHC27,539$79,8630.00%
181COMPUTE HEALTH ACQUISITION-A204833115159,717$79,8590.00%
182UWM HOLDINGS CORPUWMC328,700$78,8550.00%
183PROCAPS GROUP SAL7756P110547,600$69,8190.00%
184UNITED HOMES GROUP INCUHGWW95,296$60,1700.00%
185VALENS SEMICONDUCTOR LTDVLN-WT350,000$57,2950.00%
186GORES HOLDING IX INC-CL A38287A119333,333$56,6670.00%
187BANYAN ACQUISITION CORP-A06690B115250,000$55,0000.00%
188CONX CORP-CLASS A SHARES212873111325,000$54,6000.00%
189OSIRIS ACQUISITION CORP-A68829A111500,000$53,9500.00%
190NABORS ENERGY TRANSITION - A629567116300,000$48,0000.00%
191GOGORO INCGGROW125,000$46,8250.00%
192TLGY ACQUISITION CORP - ATLGWF350,000$45,5000.00%
193INVESTCORP EUROPE ACQUISI-AG4923T113250,000$45,0250.00%
194BATTERY FUTURE ACQUISITION-AG0888J124500,000$44,5500.00%
195WHOLE EARTH BRANDS INC96684W126209,897$42,0000.00%
196GCM GROSVENOR INC - CLASS AGCMG143,750$41,7310.00%
197MULTIPLAN CORP62548M118431,250$40,4080.00%
198BRIDGER AEROSPACE GROUP HOLD96812F110195,399$39,8610.00%
199TALKSPACE INCTALKW616,450$36,9870.00%
200GOLDEN FALCON ACQUISITI-CL ANVGLF258,849$33,6500.00%
201BIOPLUS ACQUISITION CORP-AG11217125250,000$32,1750.00%
202SIGNA SPORTS UNITED NVN80029114533,333$31,4670.00%
203RCF ACQUISITION CORP-AG7330C110250,000$30,0000.00%
204PRIVETERRA ACQUISITION COR-A74275N110366,671$27,5000.00%
205CHAIN BRIDGE I-ACBRGF490,000$26,9500.00%
206RIGEL RESOURCE ACQUISIT-CL AG7573M114225,000$23,4230.00%
207POWER & DIGITAL ACQUISITIO-A73919C118375,000$22,5000.00%
208ATHENA CONSUMER ACQUISITIO-A04684M114250,000$22,2000.00%
209RMG ACQUISITION CORP III -AG76088122200,000$22,0000.00%
210FTAC EMERALD ACQUISITION -AFLDDW425,000$21,2500.00%
211BEARD ENERGY TRANSITION AC-A07402Q119300,000$21,0000.00%
212BYNORDIC ACQUISITION CORPBYNOW371,250$20,3820.00%
213LATCH INCLTCHW184,600$20,3060.00%
214EQRX INC26886C115150,000$20,2500.00%
215PYROPHYTE ACQUISITION CORP-APAII-WT200,000$19,7600.00%
216MONEYLION INC60938K114517,389$19,5570.00%
217VINTAGE WINE ESTATES INC92747V114742,600$19,5300.00%
218FOCUS IMPACT ACQUISITION-ADEVS250,000$19,2750.00%
219ATHENA PUBCO BVN0796A11865,000$18,8500.00%
220TERRAN ORBITAL CORP88105P111116,667$18,7830.00%
221EXCELFIN ACQUISITION CORP-A30069X110250,000$17,7750.00%
222ANDRETTI ACQUISITION CORP-APOLEW225,000$16,8970.00%
223DIGITAL TRANSFORMATION OPP-A25401K115125,000$16,8250.00%
224LF CAPITAL ACQUISITION -CLA50202D110300,000$16,5000.00%
225XOS INCXOSWW466,666$16,3330.00%
226BUZZFEED INCBZFDW266,666$16,0000.00%
227MOOLEC SCIENCE SAMLECW250,000$15,0000.00%
228SIZZLE ACQUISITION CORPSZZLU100,000$15,0000.00%
229FOREST ROAD ACQUISITION CO-A34619V111100,000$15,0000.00%
230EVE MOBILITY ACQUISITION C-AEVEX-WT375,000$14,5880.00%
231PROOF ACQUISITION CORP I-A74349W112200,000$14,5000.00%
232SEMANTIX INC-CL AG6332A114200,000$14,5000.00%
233ESGEN ACQUISITION CORP-AESGH200,000$14,0000.00%
234CHURCHILL CAPITAL CORP VII-A17144M110100,000$14,0000.00%
235ENTERPRISE 4.0 TECHNOLOGY ACG3137C114250,000$13,7500.00%
236PAPAYA GROWTH OPPORTUNI-CL A69882P110250,000$13,5000.00%
237DP CAP ACQUISITION CORP-CL AG2R05B126375,000$13,2750.00%
238HEALTHCARE AI ACQUISITION -AG4373K117250,000$13,1000.00%
239MOUNTAIN & CO I ACQUISITIONG6301J112225,000$12,9600.00%
240C5 ACQUISITION CORP-A12530D113250,000$12,3500.00%
241APOLLO STRATEGIC GROWTH-CL AG0412A128100,000$12,2600.00%
242SOUTHPORT ACQUISITION CORP84465L113300,000$12,0000.00%
243JUNIPER II CORP -CLASS A48203N111375,000$11,6630.00%
244UPHEALTH INC91532B119573,101$11,4050.00%
245LIVE OAK CRESTVIEW CLIMATE-A538086117330,000$11,3850.00%
246CAPITALWORKS EMERGING M-CL ACMCWF162,500$10,8550.00%
247SOCIAL LEVERAGE ACQUISITIO-A83363K11074,998$10,5000.00%
248ONYX ACQUISITION CO I-CL AG6755Q117300,000$10,4700.00%
249CC NEUBERGER PRINCIPAL III-AG1992N12651,999$10,4000.00%
250VALUENCE MERGER CORP I-CL AVMCWF150,000$10,3800.00%
251SEMPER PARATUS ACQUISITION-AG8028L131250,000$10,2750.00%
25210X CAPITAL VENTURE ACQUIS-AG87077114250,000$10,0000.00%
253EVEREST CONSOLIDATOR ACQUISIEVEX-WT87,500$9,9310.00%
254GLORY STAR NEW MEDIA GROUP HG399731131,080,000$9,7200.00%
255BLUE OCEAN ACQUISITION COR-ATNMWF250,000$9,4000.00%
256NEW PROVIDENCE ACQUISITION-A64823D110133,333$9,3330.00%
257BROOGE ENERGY LTDG1611B115530,712$9,2870.00%
258OUSTER INCOUST150,000$9,0000.00%
259ONCOLOGY INSTITUTE INC/THE68236X118318,710$8,8600.00%
260APX ACQUISITION CORP IG0440J125150,000$8,7750.00%
261PROFRAC HOLDING CORP-AACDC1,250,633$8,6290.00%
262CUSTOM TRUCK ONE SOURCE INCCTOS34,137$8,5340.00%
263TKB CRITICAL TECHNOLOGIES -AG88935120300,000$8,4000.00%
264CONCORD ACQUISITION CORP -ACNDAW412,500$8,2500.00%
265JAWS MUSTANG ACQUISITION C-AJWSWF162,498$8,1250.00%
266SHOULDERUP TECHNOLOGY ACQU-A82537G112300,000$8,1000.00%
267CF ACQUISITION CORP IV-CL A12520T110133,333$8,0800.00%
268CRESCERA CAPITAL ACQUIS-CL AG26507114225,000$7,8750.00%
269ECARX HOLDINGS INC-CL AECXWW100,000$7,4200.00%
270CARTICA ACQUISITION CORP-AG1995D117175,000$7,4030.00%
271SARCOS TECHNOLOGY AND ROBOTIPDYNW187,499$7,2560.00%
272CELULARITY INCCELUW150,800$7,2380.00%
273VAHANNA TECH EDGE ACQUISI-AG9320Z117175,000$6,5800.00%
274SUNLIGHT FINANCIAL HOLDINGS86738J114375,000$6,3370.00%
275MOVELLA HOLDINGS INC62459N11350,000$6,2000.00%
276ALTENERGY ACQUISITION CORP-AAEAEW174,999$6,1250.00%
277BLOCKCHAIN COINVESTORS -CL ABSQKZ200,000$6,0000.00%
278FTAC ZEUS ACQUISITION C-CL A30320F114375,000$5,8130.00%
279CLEVER LEAVES HOLDINGS INC186760112283,530$5,6710.00%
280WEWORK INC-CL A96209A112321,509$5,4010.00%
281CHURCHILL CAPITAL CORP VI-A17143W11930,000$5,4000.00%
282AGILETHOUGHT INCAGBK125,000$4,7000.00%
283SUSTAINABLE DEVELOPMENT AC-A86934L111150,000$4,5000.00%
284SONDER HOLDINGS INC83542D110142,406$4,2440.00%
285BLUERIVER ACQUISITION CORP-AG1261Q115133,333$4,2270.00%
286ATLANTIC COAST ACQUISITION-A04845A116250,000$3,7750.00%
287BIRD GLOBAL INC-CLASS A09077J115127,841$3,3110.00%
288NOGIN INC65528N113250,000$3,1750.00%
289INNOVATIVE INTERNATIONAL A-AINHD50,000$2,7250.00%
290GLOBAL PARTNER ACQUISITION-AG3934P12883,332$2,4170.00%
291NORTHERN STAR INVESTMENT -ANTRSO41,665$2,3870.00%
292AURORA ACQUISITION CORP-AG0698L129100,000$2,1800.00%
293CORSAIR PARTNERING CORP -AG2540H116266,665$2,1600.00%
294FINSERV ACQUISITION CORP-A31809Y111100,000$2,1500.00%
295BEACHBODY CO INC/THE07346311943,233$1,9930.00%
296LOTTERY.COM INC54570M116100,000$1,1000.00%
297NORTHERN STAR INVESTMENT C-ANTRSO35,000$6550.00%
298OFFERPAD SOLUTIONS INCOPADW22,562$4560.00%
299FORUM MERGER IV CORP-A349875112124,999$620.00%