Filed: 8/14/2025ACC: 0001085146-25-005065
📋 What this filing means
683 CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 126 equity positions with a total reported market value of $1.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
126
Positions
$1.52B
Total AUM (reported)
145.29M
Total Shares
Allocation by class
COM$819.66M53.8%
CL A$166.73M11.0%
COM CL A$71.83M4.7%
CL A NEW$58.53M3.8%
COM NEW$56.33M3.7%
SHS$53.33M3.5%
COMMON STOCK$47.50M3.1%
Portfolio Concentration
Top 3$280.58M18.4%
4–10$378.99M24.9%
11–25$346.25M22.7%
Rest$516.50M33.9%
Top 3 weight
18.4%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 145.29M
Sole
Full voting authority
145.29M
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
Other126
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings126
Rows:
ELI LILLY & CO
DFNDShares122.75K
TypeSH
Market value$95.69M
6.29%
Sole
122.75K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
DFNDShares685.20K
TypeSH
Market value$93.41M
6.14%
Sole
685.20K
Shared
0.00
None
0.00
TESLA INC
DFNDShares288K
TypeSH
Market value$91.49M
6.01%
Sole
288K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
DFNDShares396.50K
TypeSH
Market value$84.36M
5.54%
Sole
396.50K
Shared
0.00
None
0.00
MICROSTRATEGY INC
DFNDShares144.80K
TypeSH
Market value$58.53M
3.84%
Sole
144.80K
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
DFNDShares176.87K
TypeSH
Market value$53.53M
3.52%
Sole
176.87K
Shared
0.00
None
0.00
CARVANA CO
DFNDShares155K
TypeSH
Market value$52.23M
3.43%
Sole
155K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
DFNDShares141.30K
TypeSH
Market value$46.08M
3.03%
Sole
141.30K
Shared
0.00
None
0.00
GXO LOGISTICS INCORPORATED
DFNDShares940K
TypeSH
Market value$45.78M
3.01%
Sole
940K
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
DFNDShares1.63M
TypeSH
Market value$38.48M
2.53%
Sole
1.63M
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
DFNDShares775K
TypeSH
Market value$32.19M
2.11%
Sole
775K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
DFNDShares24.75M
TypePRN
Market value$30.83M
2.03%
Sole
24.75M
Shared
0.00
None
0.00
BARRICK MNG CORP
DFNDShares1.38M
TypeSH
Market value$28.63M
1.88%
Sole
1.38M
Shared
0.00
None
0.00
NOVO-NORDISK A S
DFNDShares404.20K
TypeSH
Market value$27.90M
1.83%
Sole
404.20K
Shared
0.00
None
0.00
WAVE LIFE SCIENCES LTD
DFNDShares4.10M
TypeSH
Market value$26.65M
1.75%
Sole
4.10M
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
DFNDShares445K
TypeSH
Market value$24.60M
1.62%
Sole
445K
Shared
0.00
None
0.00
ASML HOLDING N V
DFNDShares29.65K
TypeSH
Market value$23.76M
1.56%
Sole
29.65K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
DFNDShares339K
TypeSH
Market value$21.69M
1.42%
Sole
339K
Shared
0.00
None
0.00
PHATHOM PHARMACEUTICALS INC
DFNDShares2.10M
TypeSH
Market value$20.19M
1.33%
Sole
2.10M
Shared
0.00
None
0.00
UWM HOLDINGS CORPORATION
DFNDShares4.80M
TypeSH
Market value$19.87M
1.31%
Sole
4.80M
Shared
0.00
None
0.00
UNIQURE NV
DFNDShares1.32M
TypeSH
Market value$18.44M
1.21%
Sole
1.32M
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
DFNDShares425K
TypeSH
Market value$18.35M
1.21%
Sole
425K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares51K
TypeSH
Market value$17.87M
1.17%
Sole
51K
Shared
0.00
None
0.00
ERO COPPER CORP
DFNDShares1.05M
TypeSH
Market value$17.75M
1.17%
Sole
1.05M
Shared
0.00
None
0.00
MEIRAGTX HLDGS PLC
DFNDShares2.69M
TypeSH
Market value$17.54M
1.15%
Sole
2.69M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELI LILLY & CODFND | COM | 122.75K | SH | $95.69M 6.29% | 122.75K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCDFND | CL A | 685.20K | SH | $93.41M 6.14% | 685.20K | 0.00 | 0.00 |
TESLA INCDFND | COM | 288K | SH | $91.49M 6.01% | 288K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPDFND | COM | 396.50K | SH | $84.36M 5.54% | 396.50K | 0.00 | 0.00 |
MICROSTRATEGY INCDFND | CL A NEW | 144.80K | SH | $58.53M 3.84% | 144.80K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCDFND | COM | 176.87K | SH | $53.53M 3.52% | 176.87K | 0.00 | 0.00 |
CARVANA CODFND | CL A | 155K | SH | $52.23M 3.43% | 155K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCDFND | COM | 141.30K | SH | $46.08M 3.03% | 141.30K | 0.00 | 0.00 |
GXO LOGISTICS INCORPORATEDDFND | COMMON STOCK | 940K | SH | $45.78M 3.01% | 940K | 0.00 | 0.00 |
AMENTUM HOLDINGS INCDFND | COM | 1.63M | SH | $38.48M 2.53% | 1.63M | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCDFND | COM | 775K | SH | $32.19M 2.11% | 775K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCDFND | NOTE 2.500% 3/1 | 24.75M | PRN | $30.83M 2.03% | 24.75M | 0.00 | 0.00 |
BARRICK MNG CORPDFND | COM SHS | 1.38M | SH | $28.63M 1.88% | 1.38M | 0.00 | 0.00 |
NOVO-NORDISK A SDFND | ADR | 404.20K | SH | $27.90M 1.83% | 404.20K | 0.00 | 0.00 |
WAVE LIFE SCIENCES LTDDFND | SHS | 4.10M | SH | $26.65M 1.75% | 4.10M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCDFND | COM | 445K | SH | $24.60M 1.62% | 445K | 0.00 | 0.00 |
ASML HOLDING N VDFND | N Y REGISTRY SHS | 29.65K | SH | $23.76M 1.56% | 29.65K | 0.00 | 0.00 |
WESTERN DIGITAL CORPDFND | COM | 339K | SH | $21.69M 1.42% | 339K | 0.00 | 0.00 |
PHATHOM PHARMACEUTICALS INCDFND | COM | 2.10M | SH | $20.19M 1.33% | 2.10M | 0.00 | 0.00 |
UWM HOLDINGS CORPORATIONDFND | COM CL A | 4.80M | SH | $19.87M 1.31% | 4.80M | 0.00 | 0.00 |
UNIQURE NVDFND | SHS | 1.32M | SH | $18.44M 1.21% | 1.32M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCDFND | COM | 425K | SH | $18.35M 1.21% | 425K | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 51K | SH | $17.87M 1.17% | 51K | 0.00 | 0.00 |
ERO COPPER CORPDFND | COM | 1.05M | SH | $17.75M 1.17% | 1.05M | 0.00 | 0.00 |
MEIRAGTX HLDGS PLCDFND | COM | 2.69M | SH | $17.54M 1.15% | 2.69M | 0.00 | 0.00 |
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