Stock Taper 
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Boeing Company | BA | 280K | $60.61M |
 Oracle Corporation | ORCL | 275K | $40.3M |
 DoorDash, Inc. | DASH | 262.8K | $48.49M |
 Constellation Energy Corporation | CEG | 250.9K | $62.32M |
 Navitas Semiconductor Corp | NVTS | 250K | $4.48M |
 BWX Technologies, Inc. | BWXT | 239.09K | $46.54M |
 INNIO N.V. Ordinary Shares | INIO | 235K | $9.29M |
 EquipmentShare.com Inc. | EQPT | 230K | $4.52M |
 CVS Health Corp. | CVS | 226.04K | $23.38M |
 Elmet Group Co. | ELMT | 225K | $4.44M |
 Freshpet, Inc. | FRPT | 211.4K | $12.5M |
 Applied Aerospace & Defense, Inc. | AADX | 208K | $4.74M |
 Westinghouse Air Brake Technologies Corporation | WAB | 200K | $53.92M |
 Madison Air Solutions Corporation | MAIR | 200K | $7.8M |
 APi Group Corporation | APG | 200K | $8.47M |
 AMETEK, Inc. | AME | 200K | $48.39M |
 Cardinal Health, Inc. | CAH | 182.1K | $43.26M |
 X-Energy, Inc. Class A Common Stock | XE | 177.5K | $3.26M |
 Smurfit Westrock plc | SW | 175K | $8.1M |
 TransMedics Group, Inc. | TMDX | 166.9K | $11.09M |