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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

Davidson Kempner Capital Management LP

Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001595082-24-000047

Total Value
$4.88B
Positions
241
Other Managers
0
Confidential Omitted
Yes
View on SEC.gov

Holdings (241)

#IssuerTicker / CUSIPSharesValue% of Filing
1WESTROCK COWEST9,187,866$461.8M9.46%
2ENDEAVOR GROUP HLDGS INC29260Y1097,585,563$205.0M4.20%
3PDD HOLDINGS INCPDD158,000,000$155.3M3.18%
4ARKO CORPARKO23,139,671$144.6M2.96%
5RIVIAN AUTOMOTIVE INCRIVN110,000,000$107.6M2.20%
6WESTERN DIGITAL CORP.WDC1,398,358$105.9M2.17%
7AMAZON COM INCAMZN545,000$105.4M2.16%
8WAYFAIR INCW90,000,000$103.4M2.12%
9PLAYA HOTELS & RESORTS NVN7054410612,242,519$102.6M2.10%
10T-MOBILE US INCTMUSZ570,774$100.5M2.06%
11ANGEL OAK MORTGAGE REIT INCAOMN7,389,791$96.8M1.98%
12US FOODS HLDG CORPUSFD1,709,993$90.6M1.86%
13REDFIN CORP75737FAE8160,464,000$87.7M1.80%
14META PLATFORMS INCMETA162,959$82.1M1.68%
15FRESHPET INCFRPT40,000,000$79.1M1.62%
16ZILLOW GROUP INCZ70,000,000$75.9M1.55%
17KENVUE INCKVUE4,029,352$73.3M1.50%
18IQIYI INCIQ77,000,000$73.1M1.50%
19DUTCH BROS INCBROS1,585,159$65.6M1.34%
20MARATHON DIGITAL HOLDINGS INMARA75,001,000$64.6M1.32%
21SAREPTA THERAPEUTICS INCSRPT50,000,000$64.3M1.32%
22COREBRIDGE FINL INC21871X1092,190,891$63.8M1.31%
23LI AUTO INCLAAOF65,000,000$62.3M1.27%
24ZTO EXPRESS CAYMAN INCZTOEF60,000,000$58.3M1.19%
25ALNYLAM PHARMACEUTICALS INCALNY52,500,000$56.6M1.16%
26ZILLOW GROUP INCZ1,044,782$48.5M0.99%
27MIDDLEBY CORPMIDD45,000,000$47.9M0.98%
28HALOZYME THERAPEUTICS INCHALO50,000,000$47.7M0.98%
29CARNIVAL CORPCUKPF2,452,310$45.9M0.94%
30SALESFORCE INCCRM175,000$45.0M0.92%
31TECK RESOURCES LTDTCKRF927,434$44.4M0.91%
32CONFLUENT INC20717MAB950,000,000$43.2M0.88%
33BOOKING HOLDINGS INCBKNG10,000$39.6M0.81%
34DIGITALOCEAN HLDGS INCDOCN45,000,000$37.9M0.78%
35FIVERR INTL LTD33835LAA340,500,000$37.3M0.76%
36TRANSDIGM GROUP INCTDG27,500$35.1M0.72%
37WOLFSPEED INCWOLF62,000,000$34.2M0.70%
38JOHNSON CTLS INTL PLCG51502105510,000$33.9M0.69%
39SNAP INCSNAP42,500,000$33.8M0.69%
40MANNKIND CORPMNKD28,000,000$33.6M0.69%
41CHEGG INCCHGG42,100,000$33.3M0.68%
42STRIDE INCLRN22,500,000$32.2M0.66%
43ALTAIR ENGR INC021369AC721,883,000$31.8M0.65%
44TAKE-TWO INTERACTIVE SOFTWARTTWO203,930$31.7M0.65%
45AERCAP HOLDINGS NVAER340,000$31.7M0.65%
46LUMENTUM HLDGS INCLITE40,000,000$31.5M0.64%
47UBER TECHNOLOGIES INCUBER425,000$30.9M0.63%
48VULCAN MATLS CO929160109117,500$29.2M0.60%
49TEVA PHARMACEUTICAL INDS LTD8816242091,765,485$28.7M0.59%
50ESPERION THERAPEUTICS INC NEESPR30,000,000$27.7M0.57%
51ISHARES TR464287655134,500$27.3M0.56%
52ALGONQUIN PWR UTILS CORP0158571054,634,250$27.2M0.56%
53CONSTELLATION ENERGY CORPCEG132,466$26.5M0.54%
54VANECK ETF TRUST92189F67698,500$25.7M0.53%
55APPLE INCAAPL120,000$25.2M0.52%
56LINDE PLCLIN57,501$25.2M0.52%
57DRAFTKINGS INC NEWDKNG30,000,000$24.9M0.51%
58PATRICK INDS INC703343AG820,000,000$24.2M0.50%
59AT&T INCT-PC1,250,000$23.9M0.49%
60FRONTIER COMMUNICATIONS PARE35909D109883,000$23.1M0.47%
61MICROSOFT CORPMSFT50,000$22.3M0.46%
62ASCENDIS PHARMA A/SASND20,000,000$22.2M0.46%
63MASTERCARD INCORPORATEDMA50,000$22.1M0.45%
64WINNEBAGO INDS INC974637100400,000$21.7M0.44%
65TEXAS ROADHOUSE INCTXRH125,000$21.5M0.44%
66LIVEPERSON INCLPSN45,000,000$20.9M0.43%
67DRAFTKINGS INC NEWDKNG531,906$20.3M0.42%
68ELECTRONIC ARTS INCEA144,000$20.1M0.41%
69FIDELITY NATL INFORMATION SV31620M106265,701$20.0M0.41%
70WAYFAIR INCW375,394$19.8M0.41%
71CHATHAM LODGING TRCLDT-PA2,303,259$19.6M0.40%
72CANADIAN PACIFIC KANSAS CITYCP245,000$19.3M0.40%
73KBR INCKBR298,956$19.2M0.39%
74ALARM COM HLDGS INCALRM21,000,000$19.2M0.39%
75MATCH GROUP INC NEWMTCH620,184$18.8M0.39%
76CHEWY INCCHWY688,668$18.8M0.38%
77SNAP INCSNAP1,118,117$18.6M0.38%
78KIRBY CORPKEX155,000$18.6M0.38%
79LENDINGTREE INCTREE20,000,000$18.5M0.38%
80CLOUDFLARE INCNET20,000,000$18.1M0.37%
81FASTLY INCFSLY20,000,000$18.1M0.37%
82PARKER-HANNIFIN CORPPH35,000$17.7M0.36%
83MARVELL TECHNOLOGY INCMRVL250,000$17.5M0.36%
84SWEETGREEN INCSG575,000$17.3M0.35%
85DOMINOS PIZZA INCDPZ32,500$16.8M0.34%
86UNITI GROUP INCUNIT5,480,000$16.0M0.33%
87ATMUS FILTRATION TECHNOLOGIEATMU537,703$15.5M0.32%
88GXO LOGISTICS INCORPORATEDGXO300,000$15.2M0.31%
89SHELL PLCRYDAF205,333$14.8M0.30%
90TEXAS INSTRS INC88250810475,000$14.6M0.30%
91KILROY RLTY CORP49427F108454,167$14.2M0.29%
923M COMMM135,000$13.8M0.28%
93VIKING HOLDINGS LTDVIK400,000$13.6M0.28%
94C H ROBINSON WORLDWIDE INCCHRW150,000$13.2M0.27%
95NABORS INDS INC62957HAL918,200,000$13.2M0.27%
96DATADOG INCDDOG100,000$13.0M0.27%
97RAPID7 INCRPD14,500,000$13.0M0.27%
98FARO TECHNOLOGIES INC311642AB815,000,000$12.8M0.26%
99ALARM COM HLDGS INCALRM12,500,000$12.2M0.25%
100BRAEMAR HOTELS & RESORTS INCBHR-PD12,500,000$11.1M0.23%
101WENDYS CO95058W100650,000$11.0M0.23%
102ROCKWELL AUTOMATION INCROK40,000$11.0M0.23%
103CEREVEL THERAPEUTICS HLDNG I15678U128260,399$10.6M0.22%
104APPLOVIN CORPAPP125,000$10.4M0.21%
105SEAGATE TECHNOLOGY HLDNGS PLSE100,000$10.3M0.21%
106WALMART INCWMT150,000$10.2M0.21%
107GLOBAL NET LEASE INCGNL-PE1,337,000$9.8M0.20%
108DROPBOX INCDBX10,000,000$9.1M0.19%
109SELECT SECTOR SPDR TR81369Y886131,400$9.0M0.18%
110BATH & BODY WORKS INCBBWI219,733$8.6M0.18%
111SNOWFLAKE INCSNOW62,500$8.4M0.17%
112CUTERA INC232109AD044,500,000$8.4M0.17%
113COMPASS INCCOMP2,295,421$8.3M0.17%
114CENTURY ALUM COCENX7,500,000$8.2M0.17%
115GAP INCGAP325,000$7.8M0.16%
116INTERNATIONAL PAPER CO460146103175,000$7.6M0.15%
117INVESCO EXCHANGE TRADED FD TIVZ45,000$7.4M0.15%
118DECKERS OUTDOOR CORPDECK7,500$7.3M0.15%
119UL SOLUTIONS INCULS165,000$7.0M0.14%
120CYTOKINETICS INCCYTK126,438$6.8M0.14%
121CYBERARK SOFTWARE LTDM2682V10825,000$6.8M0.14%
122APTIV PLCAPTV95,000$6.7M0.14%
123R1 RCM INC77634L105519,935$6.5M0.13%
124CAVA GROUP INCCAVA70,000$6.5M0.13%
125MAPLEBEAR INCCART200,000$6.4M0.13%
126BEST BUY INCBBY75,000$6.3M0.13%
127NVIDIA CORPORATIONNVDA50,000$6.2M0.13%
128BRAEMAR HOTELS & RESORTS INCBHR-PD2,300,700$5.9M0.12%
129ANHEUSER BUSCH INBEV SA/NVBUDFF95,000$5.5M0.11%
130DELL TECHNOLOGIES INCDELL40,000$5.5M0.11%
131STUDIO CITY INTL HLDGS LTD86389T106920,150$5.4M0.11%
132BWX TECHNOLOGIES INCBWXT56,081$5.3M0.11%
133LIFE TIME GROUP HOLDINGS INCLTH279,853$5.3M0.11%
134INVESCO QQQ TRIVZ10,000$4.8M0.10%
135DELTA AIR LINES INC DELDAL100,375$4.8M0.10%
136MATCH GROUP INC NEWMTCH150,000$4.6M0.09%
137CARDLYTICS INCCDLX550,000$4.5M0.09%
138CCC INTELLIGENT SOLUTIONS HLCCC400,000$4.4M0.09%
139PACS GROUP INCPACS150,000$4.4M0.09%
140WAYSTAR HLDG CORPWAY200,000$4.3M0.09%
141E L F BEAUTY INCELF20,000$4.2M0.09%
142LIVE NATION ENTERTAINMENT INLYV42,515$4.0M0.08%
143WARNER BROS DISCOVERY INCWBD480,739$3.6M0.07%
144LEVI STRAUSS & CO NEWLEVI166,937$3.2M0.07%
145LOAR HOLDINGS INCLOAR60,000$3.2M0.07%
146SILVACO GROUP INCSVCO177,000$3.2M0.07%
147TRINITY PL HLDGS INCTPHS25,862,245$3.0M0.06%
148VNET GROUP INCVNET1,299,989$2.7M0.06%
149RUBRIK INC.RBRK85,000$2.6M0.05%
150TEMPUS AI INCTEM65,000$2.3M0.05%
151TOTALENERGIES SETTE27,444$1.8M0.04%
152LIBERTY GLOBAL LTDLBTYK97,067$1.7M0.03%
153WEBTOON ENTMT INC94845U10570,000$1.6M0.03%
154CENTURI HOLDINGS INCCTRI77,000$1.5M0.03%
155VACASA INC91854V206237,556$1.1M0.02%
156SMART GLOBAL HLDGS INCPENG43,725$999,5540.02%
157TALKSPACE INCTALKW406,029$925,7460.02%
158ELANCO ANIMAL HEALTH INCELAN58,143$839,0030.02%
159IBOTTA INCIBTA10,600$796,6960.02%
160MONTANA TECHNOLOGIES CORPAIRJW375,000$532,5000.01%
161ESPERION THERAPEUTICS INC NEESPR222,482$489,4600.01%
162ADS TEC ENERGY PLCADSEW137,500$317,6250.01%
163BOWHEAD SPECIALTY HLDGS INCBOW10,000$253,4000.01%
164ARKO CORPARKO533,333$240,0000.00%
165RAPPORT THERAPEUTICS INCRAPP10,000$228,6000.00%
166FLYEXCLUSIVE INCFLYX-WT266,666$148,0000.00%
167FALCONS BEYOND GLOBAL INC306121112125,000$142,5000.00%
168RENEW ENERGY GLOBAL PLCRNWWW193,066$96,5330.00%
169AEON BIOPHARMA INCAEON90,053$94,5560.00%
170LIFEZONE METALS LIMITEDLZM-WT200,000$90,0000.00%
171SOUTHLAND HLDGS INCSLND-WT237,500$81,5580.00%
172UWM HOLDINGS CORPORATIONUWMC328,700$75,6340.00%
173LANZATECH GLOBAL INCLNZAW374,999$71,6250.00%
174GCM GROSVENOR INCGCMG143,750$70,4380.00%
175CXAPP INCCXAIW350,042$66,5080.00%
176RIGEL RESOURCE ACQ CORPG7573M114225,000$62,2350.00%
177TALKSPACE INCTALKW616,450$55,4800.00%
178MONEYLION INC60938K114517,389$51,7390.00%
179UNITED HOMES GROUP INCUHGWW95,296$48,8870.00%
180EVE MOBILITY ACQUISITION COREVEX-WT375,000$41,2500.00%
181CARTICA ACQUISITION CORPG1995D117175,000$33,2500.00%
182CRITICAL METALS CORPCRTMF100,000$30,5000.00%
183CHURCHILL CAPITAL CORP VII17144M110100,000$30,0000.00%
184ORIGIN MATERIALS INCORGNW521,975$28,9700.00%
185PINSTRIPES HOLDINGS INC06690B115250,000$27,8000.00%
186VAST RENEWABLES LIMITEDQ9379E113300,000$27,6000.00%
187GORES HOLDINGS IX INC38287A119333,333$26,7000.00%
188BUZZFEED INCBZFDW266,666$24,9600.00%
189APX ACQUISITION CORP IG0440J125150,000$24,7500.00%
190BRIDGER AEROSPACE GRP HLDGS96812F110195,399$24,4250.00%
191PROCAPS GROUP SAL7756P110547,600$20,8640.00%
192EVEREST CONSOLIDATOR ACQ COREVEX-WT87,500$17,7890.00%
193FTAC EMERALD ACQUISITION CORFLDDW425,000$17,0000.00%
194MOUNTAIN & CO I ACQUISITN COG6301J112225,000$16,8750.00%
195JAWS MUSTANG ACQUISITION CORJWSWF162,498$16,2500.00%
196PERCEPTION CAPITAL CORP IVG7330C110250,000$16,0500.00%
197ALLURION TECHNOLOGIES INCALURW97,826$15,6520.00%
198ATLANTIC COASTAL AQSTN CORP04845A116250,000$15,0000.00%
199TERRAN ORBITAL CORPORATION88105P111116,667$14,0000.00%
200GLOBAL PARTNER ACQISTN CORPG3934P12883,332$13,4410.00%
201VALENS SEMICONDUCTOR LTDVLN-WT350,000$13,1250.00%
202BLOCKCHAIN COINVSTRS ACQ CRPBSQKZ200,000$11,8000.00%
203HEALTHCARE AI ACQUISITION COG4373K117250,000$11,2500.00%
204OUSTER INCOUST150,000$10,7850.00%
205TLGY ACQUISITION CORPORATIONTLGWF350,000$10,5700.00%
206REVOLUTION MEDICINES INCRVMDW150,000$10,5150.00%
207MOOLEC SCIENCE SAMLECW250,000$10,5000.00%
208DP CAP ACQUISITION CORP IG2R05B126375,000$10,3500.00%
209XOS INCXOSWW466,666$10,3130.00%
210PYROPHYTE ACQUISITION CORPPAII-WT200,000$10,0000.00%
211BATTERY FUTURE ACQUISITION CG0888J124500,000$9,9000.00%
212BETTER HOME & FINANCE HOLDINBETRW100,000$9,9000.00%
213BYNORDIC ACQUISITION CORPBYNOW371,250$9,6520.00%
214GOGORO INCGGROW125,000$9,1250.00%
215INVESTCORP EUROPE ACQUISITIOG4923T113250,000$9,0250.00%
216FOCUS IMPACT ACQUISITION CORDEVS250,000$8,7500.00%
217PAPAYA GRWT OPPORTUNITY CORP69882P110250,000$8,7500.00%
218WHOLE EARTH BRANDS INC96684W126209,897$8,6060.00%
219ZEO ENERGY CORPZEOWW200,000$8,4000.00%
220ZAPATA COMPUTING HLDGS INC98906V118225,000$8,3250.00%
221EXCELFIN ACQUISITION CORP30069X110250,000$7,5000.00%
222THE ONCOLOGY INSTITUTE INC68236X118318,710$6,4700.00%
223ROADZEN INCRDZNW175,000$6,1250.00%
224VALUENCE MERGER CORP IVMCWF150,000$5,7000.00%
225PALLADYNE AI CORPPDYNW187,499$5,6060.00%
226ONYX ACQUISITION CO IG6755Q117300,000$5,2800.00%
227BLUE OCEAN ACQUISITION CORPTNMWF250,000$5,0000.00%
228NEW PROVIDENCE ACQSITN CORP64823D110133,333$4,6670.00%
229VINTAGE WINE ESTATES INC92747V114742,600$4,6040.00%
230ALTENERGY ACQUISITION CORPAEAEW174,999$4,0420.00%
231TEVOGEN BIO HLDGS INCTVGNW250,000$3,8250.00%
232CHEER HLDG INCG399731131,080,000$3,4560.00%
233VOLATO GROUP INC74349W112200,000$2,9000.00%
234CELULARITY INCCELUW150,800$2,2920.00%
235ECARX HOLDINGS INCECXWW100,000$1,8800.00%
236BLUERIVER ACQUISITION CORPG1261Q115133,333$1,8130.00%
237BROOGE ENERGY LTDG1611B115530,712$1,5920.00%
238SONDER HOLDINGS INC83542D110142,406$1,4530.00%
239LOTTERY COM INC54570M116100,000$1,1000.00%
240ZOOMCAR HLDGS INCZCARW50,000$5300.00%
241NORTHERN STAR INVSTMNT CORPNTRSO35,000$1820.00%