Funds › 683 Capital Management, LLC
683 Capital Management, LLC
13F for Q2 2026, filed Aug 14, 2026. 125 positions worth $2.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$2.0B
+$120.2M (6.3%) vs Q1 2026
Positions
125
204 in Q1 2026
Top 10 share
20.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | COF Capital One Financial Corporation | 365,000 | $73.2M | 3.6% | -2.7% | 13F ↗ |
| 2 | CVNA Carvana Co. | 750,000 | $49.4M | 2.4% | -3.2% | 13F ↗ |
| 3 | ANAB AnaptysBio, Inc. | 660,000 | $44.6M | 2.2% | -29.6% | 13F ↗ |
| 4 | KSPI Joint Stock Company Kaspi.kz · ADR | 470,000 | $40.7M | 2.0% | -1.1% | 13F ↗ |
| 5 | BDX Becton, Dickinson and Company | 250,000 | $37.8M | 1.9% | +11.1% | 13F ↗ |
| 6 | MOH Molina Healthcare Inc | 165,000 | $37.7M | 1.9% | +3.1% | 13F ↗ |
| 7 | HGV Hilton Grand Vacations Inc. | 690,000 | $36.1M | 1.8% | -11.0% | 13F ↗ |
| 8 | PTGX Protagonist Therapeutics, Inc. | 290,000 | $35.5M | 1.7% | -18.3% | 13F ↗ |
| 9 | MGTX MeiraGTx Holdings plc | 2.30M | $31.1M | 1.5% | -6.1% | 13F ↗ |
| 10 | Wave Life Sciences Ltd | 4.95M | $28.8M | 1.4% | +1.0% | 13F ↗ |
| 11 | QURE uniQure N.V. | 575,000 | $26.5M | 1.3% | +15.0% | 13F ↗ |
| 12 | AMLX Amylyx Pharmaceuticals, Inc. | 1.28M | $23.0M | 1.1% | -16.4% | 13F ↗ |
| 13 | AMTM Amentum Holdings, Inc. | 1.10M | $22.7M | 1.1% | +41.9% | 13F ↗ |
| 14 | TGTX TG Therapeutics, Inc. | 389,081 | $21.4M | 1.0% | -34.1% | 13F ↗ |
| 15 | PHAT Phathom Pharmaceuticals, Inc. | 1.85M | $20.1M | 1.0% | Unchanged | 13F ↗ |
| 16 | U Unity Software Inc. | 615,000 | $17.6M | 0.9% | New | 13F ↗ |
| 17 | WAL Western Alliance Bancorporation | 200,000 | $16.4M | 0.8% | -11.1% | 13F ↗ |
| 18 | IAG Iamgold Corporation | 1.01M | $16.0M | 0.8% | -3.8% | 13F ↗ |
| 19 | ELV Elevance Health, Inc. | 40,000 | $15.5M | 0.8% | Unchanged | 13F ↗ |
| 20 | TRAX First Tracks Biotherapeutics, Inc. · Ord Shs *A* | 750,000 | $15.1M | 0.7% | New | 13F ↗ |
| 21 | KNOP KNOT Offshore Partners LP · Units | 1.50M | $15.0M | 0.7% | +1.7% | 13F ↗ |
| 22 | SRPT Sarepta Therapeutics, Inc. | 782,500 | $14.1M | 0.7% | +4.3% | 13F ↗ |
| 23 | UNH UnitedHealth Group Incorporated | 32,000 | $13.3M | 0.7% | Unchanged | 13F ↗ |
| 24 | SE Sea Limited · ADR | 135,000 | $12.9M | 0.6% | New | 13F ↗ |
| 25 | GOOGL Alphabet Inc. Class A | 35,000 | $12.5M | 0.6% | -2.8% | 13F ↗ |
| 26 | ZVRA Zevra Therapeutics, Inc. | 855,000 | $12.3M | 0.6% | -12.3% | 13F ↗ |
| 27 | GPC Genuine Parts Company | 101,000 | $11.9M | 0.6% | -3.8% | 13F ↗ |
| 28 | ARIS Aris Mining Corporation | 770,000 | $11.5M | 0.6% | -3.8% | 13F ↗ |
| 29 | IFRX InflaRx N.V. | 5.07M | $11.3M | 0.6% | +52.8% | 13F ↗ |
| 30 | CPNG Coupang, Inc. · Common Stocks | 650,000 | $11.3M | 0.6% | +6.6% | 13F ↗ |
| 31 | GXO GXO Logistics, Inc. | 215,000 | $10.9M | 0.5% | -57.0% | 13F ↗ |
| 32 | HRMY Harmony Biosciences Holdings, Inc. | 294,000 | $10.7M | 0.5% | New | 13F ↗ |
| 33 | ALNY Alnylam Pharmaceuticals, Inc. | 35,000 | $10.5M | 0.5% | +66.7% | 13F ↗ |
| 34 | NU Nu Holdings Ltd. | 750,000 | $10.0M | 0.5% | New | 13F ↗ |
| 35 | HHH Howard Hughes Holdings Inc. | 140,000 | $10.0M | 0.5% | +294% | 13F ↗ |
| 36 | ASTH Astrana Health Inc. | 210,000 | $9.7M | 0.5% | -70.0% | 13F ↗ |
| 37 | ENVA Enova International, Inc. | 40,000 | $9.6M | 0.5% | Unchanged | 13F ↗ |
| 38 | SDRL Seadrill Limited · Common Stocks | 240,000 | $9.1M | 0.4% | -4.0% | 13F ↗ |
| 39 | LEN Lennar Corporation Class A | 100,000 | $9.0M | 0.4% | +1900% | 13F ↗ |
| 40 | B Barrick Mining Corporation | 242,000 | $8.9M | 0.4% | -39.5% | 13F ↗ |
| 41 | LXEO Lexeo Therapeutics, Inc. | 1.88M | $8.7M | 0.4% | +56.3% | 13F ↗ |
| 42 | VTOL Bristow Group, Inc. | 205,000 | $8.5M | 0.4% | +10.2% | 13F ↗ |
| 43 | ICLR ICON plc | 48,000 | $8.3M | 0.4% | -22.6% | 13F ↗ |
| 44 | BLDR Builders FirstSource, Inc. | 90,000 | $8.1M | 0.4% | +12.5% | 13F ↗ |
| 45 | STTK Shattuck Labs, Inc. | 1.16M | $8.0M | 0.4% | +44.7% | 13F ↗ |
| 46 | ATEX Anterix Inc. | 66,000 | $6.8M | 0.3% | +43.5% | 13F ↗ |
| 47 | RNAC Cartesian Therapeutics, Inc. | 650,000 | $6.8M | 0.3% | +97.0% | 13F ↗ |
| 48 | NE Noble Corporation plc A · Ord Shs A | 175,000 | $6.5M | 0.3% | +16.7% | 13F ↗ |
| 49 | Gossamer Bio Inc | 39.20M | $6.5M | 0.3% | +684% | 13F ↗ |
| 50 | ALEC Alector, Inc. | 3.20M | $6.4M | 0.3% | Unchanged | 13F ↗ |
Showing the top 50 of 125 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
19 new, 26 added to, 39 trimmed, 98 exited, 41 unchanged. By estimated dollars.
New positions (19)
| U Unity Software Inc. | 615,000 | New | $17.6M |
| TRAX First Tracks Biotherapeutics, Inc. · Ord Shs *A* | 750,000 | New | $15.1M |
| SE Sea Limited · ADR | 135,000 | New | $12.9M |
| HRMY Harmony Biosciences Holdings, Inc. | 294,000 | New | $10.7M |
| NU Nu Holdings Ltd. | 750,000 | New | $10.0M |
| MICC The Magnum Ice Cream Company N.V. | 201,000 | New | $3.5M |
| PRQR ProQR Therapeutics N.V. · Shs Euro | 1.39M | New | $2.6M |
| ACGC ACP Holdings Acquisition Corp. | 250,000 | New | $2.5M |
| IMUX Immunic, Inc. | 147,245 | New | $2.3M |
| INSM Insmed Incorporated · Com Par $.01 | 20,000 | New | $2.1M |
Added to (26)
| LEN Lennar Corporation Class A | 100,000 | +1900% | $8.6M |
| HHH Howard Hughes Holdings Inc. | 140,000 | +294% | $7.5M |
| AMTM Amentum Holdings, Inc. | 1.10M | +41.9% | $6.7M |
| Gossamer Bio Inc | 39.20M | +684% | $5.6M |
| ALNY Alnylam Pharmaceuticals, Inc. | 35,000 | +66.7% | $4.2M |
| IFRX InflaRx N.V. | 5.07M | +52.8% | $3.9M |
| BDX Becton, Dickinson and Company | 250,000 | +11.1% | $3.8M |
| QURE uniQure N.V. | 575,000 | +15.0% | $3.5M |
| RNAC Cartesian Therapeutics, Inc. | 650,000 | +97.0% | $3.3M |
| LXEO Lexeo Therapeutics, Inc. | 1.88M | +56.3% | $3.1M |
Trimmed (39)
| ASTH Astrana Health Inc. | 210,000 | -70.0% | -$22.7M |
| ANAB AnaptysBio, Inc. | 660,000 | -29.6% | -$18.7M |
| GXO GXO Logistics, Inc. | 215,000 | -57.0% | -$14.4M |
| TGTX TG Therapeutics, Inc. | 389,081 | -34.1% | -$11.0M |
| PTGX Protagonist Therapeutics, Inc. | 290,000 | -18.3% | -$8.0M |
| B Barrick Mining Corporation | 242,000 | -39.5% | -$5.8M |
| INSE Inspired Entertainment, Inc. | 423,580 | -59.6% | -$5.2M |
| GPK Graphic Packaging Holding Company | 57,322 | -88.9% | -$4.9M |
| Fractyl Health Inc | 756,715 | -88.8% | -$4.7M |
| AMLX Amylyx Pharmaceuticals, Inc. | 1.28M | -16.4% | -$4.5M |
Exited (98)
| LLY Eli Lilly and Company | 15,000 | Exited | -$13.8M |
| Amicus Therapeutics Inc | 775,000 | Exited | -$11.2M |
| Apellis Pharmaceuticals Inc | 250,000 | Exited | -$10.1M |
| LEN-B Lennar Corporation Class B | 115,000 | Exited | -$9.7M |
| BKNG Booking Holdings Inc. | 55,000 | Exited | -$9.3M |
| CCOI Cogent Communications Holdings, Inc. | 450,300 | Exited | -$8.5M |
| GSAT Globalstar, Inc. | 98,000 | Exited | -$6.5M |
| FRNM Freenome, Inc. | 561,923 | Exited | -$6.2M |
| VKTX Viking Therapeutics, Inc. | 130,000 | Exited | -$4.2M |
| Theravance Biopharma Inc | 250,000 | Exited | -$4.1M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer