DAVIDSON KEMPNER CAPITAL MANAGEMENT LP

PrivateCIK: 1595082
Location

NEW YORK, NY

228
Positions
$7.33B
Total AUM (reported)
2.02B
Total Shares

Allocation by class

TOTAL AUM$7.33B228 positions
TR UNIT$1.90B26.0%
COM$1.38B18.9%
CL A$368.46M5.0%
UNIT SER 1$288.59M3.9%
RUSSELL 2000 ETF$248.00M3.4%
NOTE 0.500% 6/0$160.89M2.2%
IBOXX HI YD ETF$159.12M2.2%

Portfolio Concentration

Top 333.3%4–1013.3%11–2516.2%Rest37.2%TOP 1046.6%0%100%
Top 3$2.44B33.3%
4–10$976.54M13.3%
11–25$1.19B16.2%
Rest$2.73B37.2%

Top 3 weight

33.3%

Top 10 weight

46.6%

Voting Authority Distribution

Total shares with voting rights: 107.49M

Sole

Full voting authority

107.49M

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)

Sole228
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings228
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares2.92M
TypeSH
Market value$1.90B
25.95%
Sole
5.54K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares500K
TypeSH
Market value$288.59M
3.94%
Sole
0.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares1M
TypeSH
Market value$248.00M
3.38%
Sole
0.00
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
CL A
Shares1.49M
TypeSH
Market value$174.62M
2.38%
Sole
1.49M
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
NOTE 0.500% 6/0
Shares116M
TypePRN
Market value$160.89M
2.20%
Sole
0.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares2M
TypeSH
Market value$159.12M
2.17%
Sole
0.00
Shared
0.00
None
0.00

ARKO CORP

SOLE
COM
Shares23.14M
TypeSH
Market value$128.66M
1.76%
Sole
23.14M
Shared
0.00
None
0.00

HOLOGIC INC

SOLE
COM
Shares1.62M
TypeSH
Market value$122.39M
1.67%
Sole
1.62M
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
NOTE 0.875%12/0
Shares100M
TypePRN
Market value$120.25M
1.64%
Sole
0.00
Shared
0.00
None
0.00

LI AUTO INC

SOLE
NOTE 0.250% 5/0
Shares111M
TypePRN
Market value$110.61M
1.51%
Sole
0.00
Shared
0.00
None
0.00

RIVIAN AUTOMOTIVE INC

SOLE
NOTE 4.625% 3/1
Shares102.50M
TypePRN
Market value$109.67M
1.50%
Sole
0.00
Shared
0.00
None
0.00

REDFIN CORP

SOLE
NOTE 0.500% 4/0
Shares110M
TypePRN
Market value$104.94M
1.43%
Sole
0.00
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COM
Shares484.89K
TypeSH
Market value$101.84M
1.39%
Sole
484.89K
Shared
0.00
None
0.00

ALCON AG

SOLE
ORD SHS
Shares1.32M
TypeSH
Market value$97.88M
1.34%
Sole
1.32M
Shared
0.00
None
0.00

ENVIRI CORP

SOLE
COM
Shares4.67M
TypeSH
Market value$91.59M
1.25%
Sole
4.67M
Shared
0.00
None
0.00

ETSY INC

SOLE
NOTE 0.250% 6/1
Shares90M
TypePRN
Market value$80.36M
1.10%
Sole
0.00
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares427.50K
TypeSH
Market value$74.56M
1.02%
Sole
427.50K
Shared
0.00
None
0.00

MICROCHIP TECHNOLOGY INC.

SOLE
NOTE 0.750% 6/0
Shares75M
TypePRN
Market value$74.11M
1.01%
Sole
0.00
Shared
0.00
None
0.00

ETSY INC

SOLE
NOTE 1.000% 6/15/30
Shares75M
TypePRN
Market value$72.38M
0.99%
Sole
0.00
Shared
0.00
None
0.00

HUAZHU GROUP LTD

SOLE
NOTE 1.500% 7/1/27
Shares47.50M
TypePRN
Market value$66.93M
0.91%
Sole
0.00
Shared
0.00
None
0.00

ARCELLX INC

SOLE
COMMON STOCK
Shares559.64K
TypeSH
Market value$64.26M
0.88%
Sole
559.64K
Shared
0.00
None
0.00

WEIBO CORP

SOLE
NOTE 1.375%12/0
Shares60M
TypePRN
Market value$63.21M
0.86%
Sole
0.00
Shared
0.00
None
0.00

TRIP COM GROUP LTD

SOLE
NOTE 0.750% 6/1
Shares60M
TypePRN
Market value$62.09M
0.85%
Sole
0.00
Shared
0.00
None
0.00

ALARM COM HLDGS INC

SOLE
NOTE 2.250% 6/0
Shares66.51M
TypePRN
Market value$61.23M
0.84%
Sole
0.00
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares106K
TypeSH
Market value$60.65M
0.83%
Sole
106K
Shared
0.00
None
0.00
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