Filed: 11/14/2025ACC: 0001404574-25-000002
📋 What this filing means
683 CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 133 equity positions with a total reported market value of $1.91B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
133
Positions
$1.91B
Total AUM (reported)
133.04M
Total Shares
Allocation by class
COM$1.03B53.6%
CL A$286.67M15.0%
SHS$104.47M5.5%
COM CL A$96.88M5.1%
COM PAR $.01$54.00M2.8%
COM NEW$49.15M2.6%
COMMON STOCK$46.41M2.4%
Portfolio Concentration
Top 3$432.30M22.6%
4–10$434.74M22.7%
11–25$452.31M23.6%
Rest$594.82M31.1%
Top 3 weight
22.6%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 133.04M
Sole
Full voting authority
133.04M
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
Other133
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings133
Rows:
PALANTIR TECHNOLOGIES INC
DFNDShares1.13M
TypeSH
Market value$206.88M
10.81%
Sole
1.13M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares172.75K
TypeSH
Market value$131.81M
6.89%
Sole
172.75K
Shared
0.00
None
0.00
TESLA INC
DFNDShares210.50K
TypeSH
Market value$93.61M
4.89%
Sole
210.50K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
DFNDShares400K
TypeSH
Market value$85.03M
4.44%
Sole
400K
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
DFNDShares152K
TypeSH
Market value$69.72M
3.64%
Sole
152K
Shared
0.00
None
0.00
UNIQURE NV
DFNDShares1.07M
TypeSH
Market value$62.46M
3.26%
Sole
1.07M
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
DFNDShares135.70K
TypeSH
Market value$61.88M
3.23%
Sole
135.70K
Shared
0.00
None
0.00
CARVANA CO
DFNDShares150K
TypeSH
Market value$56.59M
2.96%
Sole
150K
Shared
0.00
None
0.00
INSMED INC
DFNDShares375K
TypeSH
Market value$54.00M
2.82%
Sole
375K
Shared
0.00
None
0.00
UWM HOLDINGS CORPORATION
DFNDShares7.40M
TypeSH
Market value$45.07M
2.35%
Sole
7.40M
Shared
0.00
None
0.00
STRATEGY INC
DFNDShares138.60K
TypeSH
Market value$44.66M
2.33%
Sole
138.60K
Shared
0.00
None
0.00
GXO LOGISTICS INCORPORATED
DFNDShares775K
TypeSH
Market value$40.99M
2.14%
Sole
775K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
DFNDShares339K
TypeSH
Market value$40.70M
2.13%
Sole
339K
Shared
0.00
None
0.00
NOVO-NORDISK A S
DFNDShares599.20K
TypeSH
Market value$33.25M
1.74%
Sole
599.20K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
DFNDShares75.20K
TypeSH
Market value$31.52M
1.65%
Sole
75.20K
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
DFNDShares1.27M
TypeSH
Market value$30.54M
1.60%
Sole
1.27M
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
DFNDShares21.75M
TypePRN
Market value$30.45M
1.59%
Sole
21.75M
Shared
0.00
None
0.00
WAVE LIFE SCIENCES LTD
DFNDShares4.15M
TypeSH
Market value$30.38M
1.59%
Sole
4.15M
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
DFNDShares407.50K
TypeSH
Market value$27.07M
1.41%
Sole
407.50K
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
DFNDShares625K
TypeSH
Market value$26.13M
1.37%
Sole
625K
Shared
0.00
None
0.00
COGENT COMMUNICATIONS HLDGS
DFNDShares650K
TypeSH
Market value$24.93M
1.30%
Sole
650K
Shared
0.00
None
0.00
BARRICK MNG CORP
DFNDShares750K
TypeSH
Market value$24.58M
1.28%
Sole
750K
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
DFNDShares1.76M
TypeSH
Market value$23.92M
1.25%
Sole
1.76M
Shared
0.00
None
0.00
MEIRAGTX HLDGS PLC
DFNDShares2.63M
TypeSH
Market value$21.60M
1.13%
Sole
2.63M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
DFNDShares64K
TypeSH
Market value$21.60M
1.13%
Sole
64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCDFND | CL A | 1.13M | SH | $206.88M 10.81% | 1.13M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 172.75K | SH | $131.81M 6.89% | 172.75K | 0.00 | 0.00 |
TESLA INCDFND | COM | 210.50K | SH | $93.61M 4.89% | 210.50K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPDFND | COM | 400K | SH | $85.03M 4.44% | 400K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCDFND | COM | 152K | SH | $69.72M 3.64% | 152K | 0.00 | 0.00 |
UNIQURE NVDFND | SHS | 1.07M | SH | $62.46M 3.26% | 1.07M | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCDFND | COM | 135.70K | SH | $61.88M 3.23% | 135.70K | 0.00 | 0.00 |
CARVANA CODFND | CL A | 150K | SH | $56.59M 2.96% | 150K | 0.00 | 0.00 |
INSMED INCDFND | COM PAR $.01 | 375K | SH | $54.00M 2.82% | 375K | 0.00 | 0.00 |
UWM HOLDINGS CORPORATIONDFND | COM CL A | 7.40M | SH | $45.07M 2.35% | 7.40M | 0.00 | 0.00 |
STRATEGY INCDFND | CL A NEW | 138.60K | SH | $44.66M 2.33% | 138.60K | 0.00 | 0.00 |
GXO LOGISTICS INCORPORATEDDFND | COMMON STOCK | 775K | SH | $40.99M 2.14% | 775K | 0.00 | 0.00 |
WESTERN DIGITAL CORPDFND | COM | 339K | SH | $40.70M 2.13% | 339K | 0.00 | 0.00 |
NOVO-NORDISK A SDFND | ADR | 599.20K | SH | $33.25M 1.74% | 599.20K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELDFND | COM | 75.20K | SH | $31.52M 1.65% | 75.20K | 0.00 | 0.00 |
AMENTUM HOLDINGS INCDFND | COM | 1.27M | SH | $30.54M 1.60% | 1.27M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCDFND | NOTE 2.500% 3/1 | 21.75M | PRN | $30.45M 1.59% | 21.75M | 0.00 | 0.00 |
WAVE LIFE SCIENCES LTDDFND | SHS | 4.15M | SH | $30.38M 1.59% | 4.15M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCDFND | COM | 407.50K | SH | $27.07M 1.41% | 407.50K | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCDFND | COM | 625K | SH | $26.13M 1.37% | 625K | 0.00 | 0.00 |
COGENT COMMUNICATIONS HLDGSDFND | COM NEW | 650K | SH | $24.93M 1.30% | 650K | 0.00 | 0.00 |
BARRICK MNG CORPDFND | COM SHS | 750K | SH | $24.58M 1.28% | 750K | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCDFND | COM | 1.76M | SH | $23.92M 1.25% | 1.76M | 0.00 | 0.00 |
MEIRAGTX HLDGS PLCDFND | COM | 2.63M | SH | $21.60M 1.13% | 2.63M | 0.00 | 0.00 |
COINBASE GLOBAL INCDFND | COM CL A | 64K | SH | $21.60M 1.13% | 64K | 0.00 | 0.00 |
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