Filed: 5/15/2026ACC: 0001404574-26-000018
📋 What this filing means
683 CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 229 equity positions with a total reported market value of $1.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
229
Positions
$1.92B
Total AUM (reported)
168.45M
Total Shares
Allocation by class
COM$1.03B53.7%
CL A$423.64M22.1%
COM NEW$108.31M5.7%
SHS$81.16M4.2%
NOTE 2.500% 3/1$39.24M2.0%
SPONSORED ADS$35.18M1.8%
COMMON STOCK$31.42M1.6%
Portfolio Concentration
Top 3$557.21M29.1%
4–10$332.73M17.4%
11–25$407.25M21.3%
Rest$618.91M32.3%
Top 3 weight
29.1%
Top 10 weight
46.4%
Voting Authority Distribution
Total shares with voting rights: 168.45M
Sole
Full voting authority
168.45M
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
Other229
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings229
Rows:
PALANTIR TECHNOLOGIES INC
DFNDShares2.33M
TypeSH
Market value$340.64M
17.78%
Sole
2.33M
Shared
0.00
None
0.00
ELI LILLY & CO
DFNDShares149K
TypeSH
Market value$137.05M
7.15%
Sole
149K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares456K
TypeSH
Market value$79.53M
4.15%
Sole
456K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
DFNDShares375K
TypeSH
Market value$68.41M
3.57%
Sole
375K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
DFNDShares149.10K
TypeSH
Market value$49.33M
2.57%
Sole
149.10K
Shared
0.00
None
0.00
CARVANA CO
DFNDShares155K
TypeSH
Market value$48.73M
2.54%
Sole
155K
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
DFNDShares90K
TypeSH
Market value$47.11M
2.46%
Sole
90K
Shared
0.00
None
0.00
TESLA INC
DFNDShares110K
TypeSH
Market value$40.89M
2.13%
Sole
110K
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
DFNDShares21.75M
TypePRN
Market value$39.24M
2.05%
Sole
21.75M
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
DFNDShares370.10K
TypeSH
Market value$39.01M
2.04%
Sole
370.10K
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES I
DFNDShares112.70K
TypeSH
Market value$36.31M
1.90%
Sole
112.70K
Shared
0.00
None
0.00
WAVE LIFE SCIENCES LTD
DFNDShares4.90M
TypeSH
Market value$35.52M
1.85%
Sole
4.90M
Shared
0.00
None
0.00
BECTON DICKINSON & CO
DFNDShares225K
TypeSH
Market value$35.38M
1.85%
Sole
225K
Shared
0.00
None
0.00
KASPI KZ JSC
DFNDShares475K
TypeSH
Market value$35.18M
1.84%
Sole
475K
Shared
0.00
None
0.00
ANAPTYSBIO INC
DFNDShares625K
TypeSH
Market value$34.66M
1.81%
Sole
625K
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
DFNDShares775K
TypeSH
Market value$30.32M
1.58%
Sole
775K
Shared
0.00
None
0.00
UNIQURE NV
DFNDShares1.75M
TypeSH
Market value$28.67M
1.50%
Sole
1.75M
Shared
0.00
None
0.00
GXO LOGISTICS INCORPORATED
DFNDShares500K
TypeSH
Market value$25.93M
1.35%
Sole
500K
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
DFNDShares1.63M
TypeSH
Market value$22.61M
1.18%
Sole
1.63M
Shared
0.00
None
0.00
MOLINA HEALTHCARE INC
DFNDShares160K
TypeSH
Market value$21.33M
1.11%
Sole
160K
Shared
0.00
None
0.00
MEIRAGTX HLDGS PLC
DFNDShares2.45M
TypeSH
Market value$21.22M
1.11%
Sole
2.45M
Shared
0.00
None
0.00
PHATHOM PHARMACEUTICALS INC
DFNDShares1.85M
TypeSH
Market value$20.55M
1.07%
Sole
1.85M
Shared
0.00
None
0.00
AMENTUM HOLDINGS INC
DFNDShares775K
TypeSH
Market value$20.21M
1.05%
Sole
775K
Shared
0.00
None
0.00
IAMGOLD CORP
DFNDShares1.05M
TypeSH
Market value$19.76M
1.03%
Sole
1.05M
Shared
0.00
None
0.00
TG THERAPEUTICS INC
DFNDShares590K
TypeSH
Market value$19.60M
1.02%
Sole
590K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCDFND | CL A | 2.33M | SH | $340.64M 17.78% | 2.33M | 0.00 | 0.00 |
ELI LILLY & CODFND | COM | 149K | SH | $137.05M 7.15% | 149K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 456K | SH | $79.53M 4.15% | 456K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPDFND | COM | 375K | SH | $68.41M 3.57% | 375K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCDFND | COM | 149.10K | SH | $49.33M 2.57% | 149.10K | 0.00 | 0.00 |
CARVANA CODFND | CL A | 155K | SH | $48.73M 2.54% | 155K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCDFND | COM | 90K | SH | $47.11M 2.46% | 90K | 0.00 | 0.00 |
TESLA INCDFND | COM | 110K | SH | $40.89M 2.13% | 110K | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCDFND | NOTE 2.500% 3/1 | 21.75M | PRN | $39.24M 2.05% | 21.75M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCDFND | COM | 370.10K | SH | $39.01M 2.04% | 370.10K | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES IDFND | COM NEW | 112.70K | SH | $36.31M 1.90% | 112.70K | 0.00 | 0.00 |
WAVE LIFE SCIENCES LTDDFND | SHS | 4.90M | SH | $35.52M 1.85% | 4.90M | 0.00 | 0.00 |
BECTON DICKINSON & CODFND | COM | 225K | SH | $35.38M 1.85% | 225K | 0.00 | 0.00 |
KASPI KZ JSCDFND | SPONSORED ADS | 475K | SH | $35.18M 1.84% | 475K | 0.00 | 0.00 |
ANAPTYSBIO INCDFND | COM | 625K | SH | $34.66M 1.81% | 625K | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCDFND | COM | 775K | SH | $30.32M 1.58% | 775K | 0.00 | 0.00 |
UNIQURE NVDFND | SHS | 1.75M | SH | $28.67M 1.50% | 1.75M | 0.00 | 0.00 |
GXO LOGISTICS INCORPORATEDDFND | COMMON STOCK | 500K | SH | $25.93M 1.35% | 500K | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCDFND | COM | 1.63M | SH | $22.61M 1.18% | 1.63M | 0.00 | 0.00 |
MOLINA HEALTHCARE INCDFND | COM | 160K | SH | $21.33M 1.11% | 160K | 0.00 | 0.00 |
MEIRAGTX HLDGS PLCDFND | COM | 2.45M | SH | $21.22M 1.11% | 2.45M | 0.00 | 0.00 |
PHATHOM PHARMACEUTICALS INCDFND | COM | 1.85M | SH | $20.55M 1.07% | 1.85M | 0.00 | 0.00 |
AMENTUM HOLDINGS INCDFND | COM | 775K | SH | $20.21M 1.05% | 775K | 0.00 | 0.00 |
IAMGOLD CORPDFND | COM | 1.05M | SH | $19.76M 1.03% | 1.05M | 0.00 | 0.00 |
TG THERAPEUTICS INCDFND | COM | 590K | SH | $19.60M 1.02% | 590K | 0.00 | 0.00 |
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