683 Capital Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
683 Capital Management, LLC disclosed 128 US equity positions worth $1.1bn in its Q2 2026 13F filing. The largest position was COF at 6.7% of the reported book, followed by CVNA and ANAB. Against the Q1 2026 filing, it opened 5 new positions, added to 22 and reduced 18 among the top 50 holdings.
What did 683 Capital Management, LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | COF CAPITAL ONE FINL CORP | Financial Services | 6.7% | $73.2m | 365,000 | -3% | reduced |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 4.5% | $49.4m | 750,000 | 384% | added |
| 3 | ANAB ANAPTYSBIO INC | Healthcare | 4.1% | $44.6m | 660,000 | 6% | added |
| 4 | KSPI KASPI KZ JSC | Technology | 3.7% | $40.7m | 470,000 | -1% | reduced |
| 5 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 3.6% | $38.8m | 21,750,000 | 0% | held |
| 6 | BDX BECTON DICKINSON & CO | Healthcare | 3.5% | $37.8m | 250,000 | 11% | added |
| 7 | MOH MOLINA HEALTHCARE INC | Healthcare | 3.5% | $37.7m | 165,000 | 3% | added |
| 8 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 3.3% | $36.1m | 690,000 | -11% | reduced |
| 9 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 3.3% | $35.5m | 290,000 | -18% | reduced |
| 10 | MGTX MEIRAGTX HLDGS PLC | Healthcare | 2.9% | $31.1m | 2,300,000 | -6% | reduced |
| 11 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 2.6% | $28.8m | 4,950,000 | 1% | added |
| 12 | UNIQURE NV | 2.4% | $26.5m | 575,000 | 15% | added | |
| 13 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 2.1% | $23.0m | 1,279,512 | -16% | reduced |
| 14 | AMTM AMENTUM HOLDINGS INC | Industrials | 2.1% | $22.7m | 1,100,000 | 42% | added |
| 15 | TGTX TG THERAPEUTICS INC | Healthcare | 2.0% | $21.4m | 389,081 | -34% | reduced |
| 16 | PHAT PHATHOM PHARMACEUTICALS INC | Healthcare | 1.8% | $20.1m | 1,850,000 | 0% | held |
| 17 | U UNITY SOFTWARE INC | Technology | 1.6% | $17.6m | 615,000 | – | new |
| 18 | WAL WESTERN ALLIANCE BANCORP | Financial Services | 1.5% | $16.4m | 200,000 | -11% | reduced |
| 19 | IAG IAMGOLD CORP | Basic Materials | 1.5% | $16.0m | 1,010,000 | -4% | reduced |
| 20 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 1.4% | $15.5m | 40,000 | 0% | held |
| 21 | TRAX FIRST TRACKS BIOTHERAPEUTICS | 1.4% | $15.1m | 750,000 | – | new | |
| 22 | KNOP KNOT OFFSHORE PARTNERS LP | Energy | 1.4% | $15.0m | 1,505,000 | 2% | added |
| 23 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 1.3% | $14.1m | 782,500 | 4% | added |
| 24 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.2% | $13.3m | 32,000 | 0% | held |
| 25 | SE SEA LTD | Consumer Cyclical | 1.2% | $12.9m | 135,000 | – | new |
| 26 | GOOGL ALPHABET INC | Communication Services | 1.2% | $12.5m | 35,000 | -3% | reduced |
| 27 | ZVRA ZEVRA THERAPEUTICS INC | 1.1% | $12.3m | 855,000 | -12% | reduced | |
| 28 | GPC GENUINE PARTS CO | Consumer Cyclical | 1.1% | $11.9m | 101,000 | -4% | reduced |
| 29 | ARIS ARIS MINING CORPORATION | Basic Materials | 1.1% | $11.5m | 770,000 | -4% | reduced |
| 30 | INFLARX NV | 1.0% | $11.3m | 5,065,000 | 53% | added | |
| 31 | CPNG COUPANG INC | Consumer Cyclical | 1.0% | $11.3m | 650,000 | 7% | added |
| 32 | GXO GXO LOGISTICS INCORPORATED | Industrials | 1.0% | $10.9m | 215,000 | -57% | reduced |
| 33 | HRMY HARMONY BIOSCIENCES HLDGS IN | Healthcare | 1.0% | $10.7m | 294,000 | – | new |
| 34 | ALNY ALNYLAM PHARMACEUTICALS INC | Healthcare | 1.0% | $10.5m | 35,000 | 67% | added |
| 35 | NU NU HLDGS LTD | Financial Services | 0.9% | $10.0m | 750,000 | – | new |
| 36 | HHH HOWARD HUGHES HOLDINGS INC | Real Estate | 0.9% | $10.0m | 140,000 | 294% | added |
| 37 | ASTH ASTRANA HEALTH INC | Healthcare | 0.9% | $9.7m | 210,000 | -70% | reduced |
| 38 | ENVA ENOVA INTL INC | Financial Services | 0.9% | $9.6m | 40,000 | 0% | held |
| 39 | SEADRILL LTD | 0.8% | $9.1m | 240,000 | -4% | reduced | |
| 40 | LEN LENNAR CORP | Consumer Cyclical | 0.8% | $9.0m | 100,000 | 1900% | added |
| 41 | B BARRICK MNG CORP | Basic Materials | 0.8% | $8.9m | 242,000 | -40% | reduced |
| 42 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 0.8% | $8.7m | 1,875,000 | 56% | added |
| 43 | VTOL BRISTOW GROUP INC | 0.8% | $8.5m | 205,000 | 10% | added | |
| 44 | ICLR ICON PUB LTD CO | Healthcare | 0.8% | $8.3m | 48,000 | -23% | reduced |
| 45 | BLDR BUILDERS FIRSTSOURCE INC | Industrials | 0.7% | $8.1m | 90,000 | 12% | added |
| 46 | STTK SHATTUCK LABS INC | Healthcare | 0.7% | $8.0m | 1,157,216 | 45% | added |
| 47 | ATEX ANTERIX INC | Communication Services | 0.6% | $6.8m | 66,000 | 43% | added |
| 48 | RNAC CARTESIAN THERAPEUTICS INC | 0.6% | $6.8m | 650,000 | 97% | added | |
| 49 | NOBLE CORP PLC | 0.6% | $6.5m | 175,000 | 17% | added | |
| 50 | GOSS GOSSAMER BIO INC | Healthcare | 0.6% | $6.5m | 39,198,868 | 684% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.