DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MIR | 75K | $1.74M |
 | TEAM | 75K | $11.98M |
 | ZBRA | 60K | $17.83M |
 | ETN | 60K | $22.45M |
 | CRWV | 60K | $8.21M |
 | VMC | 55K | $16.92M |
 | WBI | 53K | $1.34M |
 | MDB | 50K | $15.52M |
 | MA | 50K | $28.44M |
 | ADSK | 50K | $15.88M |
 | ORCL | 50K | $14.06M |
 | GWRE | 50K | $11.49M |
 | WIX | 50K | $8.88M |
 | APP | 50K | $35.93M |
 | LMT | 45K | $22.46M |
 | ROST | 40K | $6.10M |
 | LII | 39K | $20.38M |
 | SNPS | 30K | $14.80M |
 | TTWO | 30K | $7.75M |
 | CAT | 30K | $14.31M |
Mirion Technologies, Inc.
MIR
Shares Held
75K
Value
$1.74M
Atlassian Corporation
TEAM
Shares Held
75K
Value
$11.98M
Zebra Technologies Corporation
ZBRA
Shares Held
60K
Value
$17.83M
Eaton Corporation plc
ETN
Shares Held
60K
Value
$22.45M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
60K
Value
$8.21M
Vulcan Materials Company
VMC
Shares Held
55K
Value
$16.92M
WaterBridge Infrastructure LLC
WBI
Shares Held
53K
Value
$1.34M
MongoDB, Inc.
MDB
Shares Held
50K
Value
$15.52M
Mastercard Incorporated
MA
Shares Held
50K
Value
$28.44M
Autodesk, Inc.
ADSK
Shares Held
50K
Value
$15.88M
Oracle Corporation
ORCL
Shares Held
50K
Value
$14.06M
Guidewire Software, Inc.
GWRE
Shares Held
50K
Value
$11.49M
Wix.com Ltd.
WIX
Shares Held
50K
Value
$8.88M
AppLovin Corporation
APP
Shares Held
50K
Value
$35.93M
Lockheed Martin Corporation
LMT
Shares Held
45K
Value
$22.46M
Ross Stores, Inc.
ROST
Shares Held
40K
Value
$6.10M
Lennox International Inc.
LII
Shares Held
39K
Value
$20.38M
Synopsys, Inc.
SNPS
Shares Held
30K
Value
$14.80M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
30K
Value
$7.75M
Caterpillar Inc.
CAT
Shares Held
30K
Value
$14.31M