SCULPTOR CAPITAL LP

PrivateCIK: 1054587
Location

NEW YORK, NY

📋 What this filing means

SCULPTOR CAPITAL LP filed this quarterly 13F‑HR report disclosing 370 equity positions with a total reported market value of $12.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

370
Positions
$12.27B
Total AUM (reported)
1.95B
Total Shares

Allocation by class

TOTAL AUM$12.27B370 positions
COM$3.44B28.1%
SPONSORED ADS$1.26B10.3%
CL A$993.31M8.1%
NOTE 1.250% 6/0$479.69M3.9%
COM LBTY ONE S C$380.56M3.1%
ORD SHS$308.74M2.5%
COM CL A$294.03M2.4%

Portfolio Concentration

Top 317.4%4–1018.2%11–2520.8%Rest43.6%TOP 1035.6%0%100%
Top 3$2.14B17.4%
4–10$2.23B18.2%
11–25$2.55B20.8%
Rest$5.35B43.6%

Top 3 weight

17.4%

Top 10 weight

35.6%

Voting Authority Distribution

Total shares with voting rights: 1.95B

Sole

Full voting authority

1.69B

shares

% of voting shares86.7%
Shared

Joint voting authority

260.38M

shares

% of voting shares13.3%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole317
Shared0
Other53
Dominant voting typeSole · 86.7% of voting shares
Institutional Holdings370
Rows:

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares2.58M
TypeSH
Market value$1.23B
10.04%
Sole
2.58M
Shared
0.00
None
0.00

MKS INC.

SOLE
NOTE 1.250% 6/0
Shares162.50M
TypePRN
Market value$479.69M
3.91%
Sole
162.50M
Shared
0.00
None
0.00

SOTERA HEALTH CO

SOLE
COM
Shares24M
TypeSH
Market value$426.00M
3.47%
Sole
24M
Shared
0.00
None
0.00

LIBERTY MEDIA CORP DEL

SOLE
COM LBTY ONE S C
Shares4M
TypeSH
Market value$380.56M
3.10%
Sole
4M
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares657.40K
TypeSH
Market value$370.31M
3.02%
Sole
657.40K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares280K
TypeSH
Market value$323.20M
2.63%
Sole
280K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares850K
TypeSH
Market value$317.07M
2.58%
Sole
850K
Shared
0.00
None
0.00

BRUKER CORP

SOLE
COM
Shares5.13M
TypeSH
Market value$308.42M
2.51%
Sole
5.13M
Shared
0.00
None
0.00

SPACE EXPLORATION TECHN CORP

SOLE
CLASS A COM STK
Shares1.70M
TypeSH
Market value$291.23M
2.37%
Sole
1.70M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares1.21M
TypeSH
Market value$242.91M
1.98%
Sole
1.21M
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares409.80K
TypeSH
Market value$238.06M
1.94%
Sole
409.80K
Shared
0.00
None
0.00

GLOBUS MED INC

SOLE
CL A
Shares3M
TypeSH
Market value$237.03M
1.93%
Sole
3M
Shared
0.00
None
0.00

LIVE NATION ENTERTAINMENT IN

SOLE
COM
Shares1.28M
TypeSH
Market value$233.94M
1.91%
Sole
1.28M
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares2M
TypeSH
Market value$233.34M
1.90%
Sole
2M
Shared
0.00
None
0.00

VIKING HOLDINGS LTD

SOLE
ORD SHS
Shares1.93M
TypeSH
Market value$202.02M
1.65%
Sole
1.93M
Shared
0.00
None
0.00

NEBIUS GROUP N.V.

SOLE
SHS CLASS A
Shares673.40K
TypeSH
Market value$185.97M
1.52%
Sole
673.40K
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
NOTE 3.875%11/3
Shares57.50M
TypePRN
Market value$180.35M
1.47%
Sole
57.50M
Shared
0.00
None
0.00

ON SEMICONDUCTOR CORP

SOLE
NOTE 5/0
Shares90M
TypePRN
Market value$162.43M
1.32%
Sole
90M
Shared
0.00
None
0.00

LUMENTUM HLDGS INC

SOLE
COM
Shares158.50K
TypeSH
Market value$136.00M
1.11%
Sole
158.50K
Shared
0.00
None
0.00

APOLLO GLOBAL MGMT INC

DFND
SER A MAND CNV
Shares2.14M
TypeSH
Market value$130.06M
1.06%
Sole
0.00
Shared
2.14M
None
0.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares63.60K
TypeSH
Market value$126.53M
1.03%
Sole
63.60K
Shared
0.00
None
0.00

AERCAP HOLDINGS NV

SOLE
SHS
Shares862.50K
TypeSH
Market value$125.74M
1.02%
Sole
862.50K
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
NOTE 10/0
Shares75M
TypePRN
Market value$124.82M
1.02%
Sole
75M
Shared
0.00
None
0.00

BRIDGEBIO PHARMA INC

SOLE
NOTE 1.750% 3/0
Shares70M
TypePRN
Market value$117.89M
0.96%
Sole
70M
Shared
0.00
None
0.00

BANK OF AMER CORP

SOLE
COM
Shares2.03M
TypeSH
Market value$115.93M
0.94%
Sole
2.03M
Shared
0.00
None
0.00
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