Filed: 5/15/2025ACC: 0001085146-25-003184
📋 What this filing means
683 CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $1.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
127
Positions
$1.45B
Total AUM (reported)
149.12M
Total Shares
Allocation by class
COM$851.63M58.7%
CL A$98.28M6.8%
SHS$56.35M3.9%
CL A NEW$52.49M3.6%
COM NEW$47.09M3.2%
COMMON STOCK$39.78M2.7%
COM CL A$37.41M2.6%
Portfolio Concentration
Top 3$267.05M18.4%
4–10$295.79M20.4%
11–25$335.96M23.2%
Rest$550.98M38.0%
Top 3 weight
18.4%
Top 10 weight
38.8%
Voting Authority Distribution
Total shares with voting rights: 149.12M
Sole
Full voting authority
149.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other127
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings127
Rows:
ELI LILLY & CO
DFNDShares122.50K
TypeSH
Market value$101.17M
6.98%
Sole
122.50K
Shared
0.00
None
0.00
TESLA INC
DFNDShares340.50K
TypeSH
Market value$88.24M
6.09%
Sole
340.50K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
DFNDShares433K
TypeSH
Market value$77.64M
5.36%
Sole
433K
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
DFNDShares175.58K
TypeSH
Market value$58.16M
4.01%
Sole
175.58K
Shared
0.00
None
0.00
MICROSTRATEGY INC
DFNDShares182.10K
TypeSH
Market value$52.49M
3.62%
Sole
182.10K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
DFNDShares520.20K
TypeSH
Market value$43.90M
3.03%
Sole
520.20K
Shared
0.00
None
0.00
GXO LOGISTICS INCORPORATED
DFNDShares950K
TypeSH
Market value$37.13M
2.56%
Sole
950K
Shared
0.00
None
0.00
INSMED INC
DFNDShares15.43M
TypePRN
Market value$36.44M
2.51%
Sole
15.43M
Shared
0.00
None
0.00
CARVANA CO
DFNDShares172K
TypeSH
Market value$35.96M
2.48%
Sole
172K
Shared
0.00
None
0.00
WAVE LIFE SCIENCES LTD
DFNDShares3.92M
TypeSH
Market value$31.71M
2.19%
Sole
3.92M
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
DFNDShares766K
TypeSH
Market value$28.66M
1.98%
Sole
766K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
DFNDShares24.75M
TypePRN
Market value$28.32M
1.95%
Sole
24.75M
Shared
0.00
None
0.00
NOVO-NORDISK A S
DFNDShares402.50K
TypeSH
Market value$27.95M
1.93%
Sole
402.50K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares52K
TypeSH
Market value$27.23M
1.88%
Sole
52K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
DFNDShares160K
TypeSH
Market value$25.40M
1.75%
Sole
160K
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
DFNDShares500K
TypeSH
Market value$24.18M
1.67%
Sole
500K
Shared
0.00
None
0.00
ERO COPPER CORP
DFNDShares1.80M
TypeSH
Market value$21.81M
1.50%
Sole
1.80M
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
DFNDShares1.11M
TypeSH
Market value$20.26M
1.40%
Sole
1.11M
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
DFNDShares500K
TypeSH
Market value$20.21M
1.39%
Sole
500K
Shared
0.00
None
0.00
ALLIANCEBERNSTEIN HLDG L P
DFNDShares525.83K
TypeSH
Market value$20.14M
1.39%
Sole
525.83K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
DFNDShares575K
TypeSH
Market value$19.88M
1.37%
Sole
575K
Shared
0.00
None
0.00
LEIDOS HOLDINGS INC
DFNDShares140.60K
TypeSH
Market value$18.97M
1.31%
Sole
140.60K
Shared
0.00
None
0.00
COGENT COMMUNICATIONS HLDGS
DFNDShares295K
TypeSH
Market value$18.09M
1.25%
Sole
295K
Shared
0.00
None
0.00
MEIRAGTX HLDGS PLC
DFNDShares2.58M
TypeSH
Market value$17.46M
1.20%
Sole
2.58M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares101K
TypeSH
Market value$17.40M
1.20%
Sole
101K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELI LILLY & CODFND | COM | 122.50K | SH | $101.17M 6.98% | 122.50K | 0.00 | 0.00 |
TESLA INCDFND | COM | 340.50K | SH | $88.24M 6.09% | 340.50K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPDFND | COM | 433K | SH | $77.64M 5.36% | 433K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCDFND | COM | 175.58K | SH | $58.16M 4.01% | 175.58K | 0.00 | 0.00 |
MICROSTRATEGY INCDFND | CL A NEW | 182.10K | SH | $52.49M 3.62% | 182.10K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCDFND | CL A | 520.20K | SH | $43.90M 3.03% | 520.20K | 0.00 | 0.00 |
GXO LOGISTICS INCORPORATEDDFND | COMMON STOCK | 950K | SH | $37.13M 2.56% | 950K | 0.00 | 0.00 |
INSMED INCDFND | NOTE 0.750% 6/0 | 15.43M | PRN | $36.44M 2.51% | 15.43M | 0.00 | 0.00 |
CARVANA CODFND | CL A | 172K | SH | $35.96M 2.48% | 172K | 0.00 | 0.00 |
WAVE LIFE SCIENCES LTDDFND | SHS | 3.92M | SH | $31.71M 2.19% | 3.92M | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCDFND | COM | 766K | SH | $28.66M 1.98% | 766K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCDFND | NOTE 2.500% 3/1 | 24.75M | PRN | $28.32M 1.95% | 24.75M | 0.00 | 0.00 |
NOVO-NORDISK A SDFND | ADR | 402.50K | SH | $27.95M 1.93% | 402.50K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 52K | SH | $27.23M 1.88% | 52K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCDFND | COM | 160K | SH | $25.40M 1.75% | 160K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCDFND | COM | 500K | SH | $24.18M 1.67% | 500K | 0.00 | 0.00 |
ERO COPPER CORPDFND | COM | 1.80M | SH | $21.81M 1.50% | 1.80M | 0.00 | 0.00 |
AMENTUM HOLDINGS INCDFND | COM | 1.11M | SH | $20.26M 1.40% | 1.11M | 0.00 | 0.00 |
WESTERN DIGITAL CORPDFND | COM | 500K | SH | $20.21M 1.39% | 500K | 0.00 | 0.00 |
ALLIANCEBERNSTEIN HLDG L PDFND | UNIT LTD PARTN | 525.83K | SH | $20.14M 1.39% | 525.83K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCDFND | COM | 575K | SH | $19.88M 1.37% | 575K | 0.00 | 0.00 |
LEIDOS HOLDINGS INCDFND | COM | 140.60K | SH | $18.97M 1.31% | 140.60K | 0.00 | 0.00 |
COGENT COMMUNICATIONS HLDGSDFND | COM NEW | 295K | SH | $18.09M 1.25% | 295K | 0.00 | 0.00 |
MEIRAGTX HLDGS PLCDFND | COM | 2.58M | SH | $17.46M 1.20% | 2.58M | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 101K | SH | $17.40M 1.20% | 101K | 0.00 | 0.00 |
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