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Asset Manager ← All Institutions

HIGHBRIDGE CAPITAL MANAGEMENT LLC

Q2 2025 · Filed 2025-08-12
Market Value
$606M
+3.4%
Holdings
130
+3
New Purchases
41
Added To
14
Closed
28
Reduced
31
Top 10 Concentration
63.7%
Turnover
53.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HEI-A 8.18% 3.87% +4.31% $50M
SKX 4.16% 0.00% +4.16% $25M
BPMC 4.02% 0.00% +4.02% $24M
NWSA 3.21% 0.00% +3.21% $19M
FOX 2.85% 0.00% +2.85% $17M
0JUJ.L 5.72% 3.97% +1.75% $35M
VIGL 1.14% 0.00% +1.14% $7M
CYBR 0.99% 0.00% +0.99% $6M
TACO 0.86% 0.00% +0.86% $5M
OBAWU 0.83% 0.00% +0.83% $5M
PACH 0.82% 0.00% +0.82% $5M
WTGUU 0.58% 0.00% +0.58% $4M
TVAIU 0.54% 0.00% +0.54% $3M
BTDR 0.54% 0.00% +0.54% $3M
AISPW 0.89% 0.41% +0.48% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWM 1.21% 15.94% -14.73% $7M
ITCI 0.00% 3.20% -3.20% $0
NBR 1.79% 4.40% -2.61% $11M
EVRI 1.62% 4.05% -2.43% $10M
BTSGU 3.07% 5.08% -2.01% $19M
HES 13.03% 14.37% -1.34% $79M
FYBR 5.76% 6.82% -1.06% $35M
ITGR 0.00% 0.83% -0.83% $0
GATE 0.00% 0.75% -0.75% $0
CMPOW 0.00% 0.52% -0.52% $0
CNNE 1.36% 1.76% -0.40% $8M
IBAC 0.00% 0.35% -0.35% $0
UYSCU 0.00% 0.27% -0.27% $0
IPEX 0.00% 0.25% -0.25% $0
GRRR 0.00% 0.25% -0.25% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 11 $260M 42.9%
Mid Cap 18 $231M 38.1%
Small Cap 28 $77M 12.7%
Micro Cap 73 $38M 6.2%

Portfolio Analytics

Avg Market Cap
$4.6B
Median Market Cap
$116M
Avg P/E
43.9
Median P/E
34.2
Avg Dividend Yield
0.01%
Avg Beta
0.84
# Stocks
129
# ETFs / Funds
1

Top Holdings (130 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HES 13.03% 569,964 $79M $138.54 -$5M +42,802 +8.1%
2 ALE 9.50% 898,146 $58M $64.07 $3M +62,480 +7.5%
3 HEI-A 8.18% 191,457 $50M $258.75 $27M +84,045 +78.2%
4 FYBR 5.76% 958,301 $35M $36.40 -$5M -156,245 -14.0%
5 0JUJ.L 5.72% 365,000 $35M $94.96 $11M +79,413 +27.8%
6 AMED 5.49% 338,364 $33M $98.39 $3M +10,089 +3.1%
7 K 4.65% 354,066 $28M $79.53 $3M +47,833 +15.6%
8 SKX 4.16% 399,893 $25M $63.10 +399,893 NEW
9 BPMC 4.02% 189,822 $24M $128.18 +189,822 NEW
10 NWSA 3.21% 654,242 $19M $29.72 +654,242 NEW
11 BTSGU 3.07% 225,016 $19M $82.66 -$11M -225,000 -50.0%
12 FOX 2.85% 335,027 $17M $51.63 +335,027 NEW
13 CENTA 2.54% 491,134 $15M $31.29 -$254K +13,843 +2.9%
14 LBRDK 1.83% 112,815 $11M $98.38 -$964K -29,019 -20.5%
15 NBR 1.79% 387,576 $11M $28.02 -$15M -230,532 -37.3%
16 LLYVK 1.77% 131,960 $11M $81.16 $3M +15,809 +13.6%
17 IAC 1.77% 286,735 $11M $37.34 $112K +56,114 +24.3%
18 SBXD-UN 1.72% 948,800 $10M $10.96 $222K -51,200 -5.1%
19 EVRI 1.62% 690,189 $10M $14.24 -$14M -1,045,544 -60.2%
20 STHO 1.57% 1,216,864 $10M $7.81 -$289K +66,129 +5.8%
21 CNNE 1.36% 394,313 $8M $20.85 -$2M -167,900 -29.9%
22 IWM 1.21% 34,000 $7M $215.79 -$86M -434,138 -92.7%
23 VIGL 1.14% 865,036 $7M $7.95 +865,036 NEW
24 CYBR 0.99% 14,700 $6M $406.88 +14,700 NEW
25 AISPW 0.89% 2,723,175 $5M $1.99 $3M +578,284 +27.0%
26 TACO 0.86% 500,000 $5M $10.42 +500,000 NEW
27 OBAWU 0.83% 500,000 $5M $10.01 +500,000 NEW
28 PACH 0.82% 499,200 $5M $10.01 +499,200 NEW
29 WTGUU 0.58% 350,000 $4M $10.08 +350,000 NEW
30 TVAIU 0.54% 322,400 $3M $10.17 +322,400 NEW
31 BTDR 0.54% 283,500 $3M $11.48 +283,500 NEW
32 HTZWW 0.43% 721,967 $3M $3.64 +721,967 NEW
33 HTZ 0.36% 320,000 $2M $6.83 +320,000 NEW
34 CAEP 0.35% 200,000 $2M $10.55 +200,000 NEW
35 AXINU 0.33% 199,993 $2M $10.10 +199,993 NEW
36 BACCU 0.33% 200,000 $2M $10.04 +200,000 NEW
37 CGCT 0.32% 196,907 $2M $10.00 +196,907 NEW
38 TXNM 0.28% 30,000 $2M $56.32 +30,000 NEW
39 OKUR 0.26% 663,607 $2M $2.39 -$301K +224,810 +51.2%
40 BSAAU 0.25% 150,000 $2M $10.04 +150,000 NEW
41 CHPGU 0.25% 150,000 $1M $9.98 +150,000 NEW
42 KW 0.24% 210,000 $1M $6.80 +210,000 NEW
43 AMPX-WT 0.22% 2,537,996 $1M $0.52 $70K -65,270 -2.5%
44 SM 0.20% 50,000 $1M $24.71 -$1M -31,750 -38.8%
45 MIR 0.20% 57,352 $1M $21.53 +57,352 NEW
46 CCCXU 0.17% 100,000 $1M $10.30 +100,000 NEW
47 RDAGU 0.17% 100,000 $1M $10.28 +100,000 NEW
48 GTEN 0.17% 100,000 $1M $10.25 +100,000 NEW
49 FGMC 0.16% 96,705 $954K $9.87 +96,705 NEW
50 FLDDW 0.10% 872,419 $619K $0.71 $99K +178,879 +25.8%
51 GOSS 0.10% 497,694 $612K $1.23 $65K
52 DAIC 0.08% 100,000 $513K $5.13 +100,000 NEW
53 XRPN 0.08% 50,400 $506K $10.03 +50,400 NEW
54 BDMD 0.08% 125,000 $458K $3.67 -$193K
55 AFRIW 0.07% 861,094 $396K $0.46 -$268K -87,193 -9.2%
56 BTMWW 0.06% 1,003,861 $392K $0.39 +1,003,861 NEW
57 TDS 0.06% 10,000 $356K $35.58 -$32K
58 BZAIW 0.06% 926,042 $356K $0.38 $101K -412,745 -30.8%
59 KIDZW 0.05% 2,279,097 $303K $0.13 +2,279,097 NEW
60 ZEOWW 0.04% 2,457,168 $251K $0.10 -$3K -30,956 -1.2%
61 ESPR 0.04% 254,265 $250K $0.98 -$116K
62 BGLWW 0.03% 1,063,558 $202K $0.19 +1,063,558 NEW
63 GRMLW 0.03% 841,130 $202K $0.24 $190K +253,858 +43.2%
64 NETDW 0.03% 395,620 $186K $0.47 -$5K -84,998 -17.7%
65 QETAR 0.03% 149,005 $174K $1.17 -$66K
66 LOTWW 0.03% 1,525,560 $160K $0.11 -$101K -274,071 -15.2%
67 ADSEW 0.03% 80,193 $158K $1.97 -$189K -19,807 -19.8%
68 TACOW 0.03% 227,508 $156K $0.69 +227,508 NEW
69 AFJKR 0.03% 643,758 $155K $0.24 -$77K
70 AMOD 0.02% 112,500 $128K $1.14 -$17K
71 QBTS-WT 0.02% 12,960 $127K $9.81 +12,960 NEW
72 WALDW 0.02% 1,299,920 $107K $0.08 -$190K -968,278 -42.7%
73 TVGNW 0.02% 1,496,386 $105K $0.07 $24K
74 VCICW 0.01% 297,330 $87K $0.29 -$10K -63,067 -17.5%
75 IPEXR 0.01% 250,000 $85K $0.34 $25K
76 ANSCW 0.01% 497,445 $75K $0.15 -$92K -58,118 -10.5%
77 SPKLW 0.01% 341,722 $65K $0.19 -$15K -227,627 -40.0%
78 WDC 0.01% 1,000 $64K $63.99 -$1M -26,500 -96.4%
79 CHACU 0.01% 200,000 $56K $0.28 +200,000 NEW
80 LCCCU 0.01% 251,000 $53K $0.21 +251,000 NEW
81 BAERW 0.01% 646,612 $50K $0.08 -$27K -797,383 -55.2%
82 OSRHW 0.01% 774,767 $50K $0.06 $19K
83 OPTXW 0.01% 569,109 $49K $0.09 $20K -3,286 -0.6%
84 KVACW 0.01% 907,900 $49K $0.05 $20K
85 PWUPW 0.01% 1,043,735 $47K $0.04 -$54K -450,028 -30.1%
86 FLYX-WT 0.01% 384,241 $38K $0.10 -$618 -6,177 -1.6%
87 DAICW 0.01% 432,300 $34K $0.08 +432,300 NEW
88 LIMN 0.01% 133,861 $33K $0.24 +133,861 NEW
89 KFIIR —% 189,421 $28K $0.15 $4K -10,579 -5.3%
90 TVACW —% 99,869 $26K $0.26 +99,869 NEW
91 IBACR —% 615,749 $25K $0.04 -$12K
92 HNRA-WT —% 424,700 $22K $0.05 -$15K -185,658 -30.4%
93 NVNIW —% 400,000 $21K $0.05 $10K
94 UCFIW —% 212,183 $13K $0.06 -$4K -373,025 -63.7%
95 BSLKW —% 536,933 $12K $0.02 -$12K -242,158 -31.1%
96 PCAPU —% 1,000 $11K $10.72 +1,000 NEW
97 WENNU —% 1,000 $11K $10.60 +1,000 NEW
98 SDSTW —% 393,782 $10K $0.03 -$47K -457,774 -53.8%
99 SD —% 575 $6K $10.82 -$345
100 CLDI —% 12,501 $3K $0.23 -$4K

New Positions

SymbolValue% Port
SKX $25M 4.16%
BPMC $24M 4.02%
NWSA $19M 3.21%
FOX $17M 2.85%
VIGL $7M 1.14%
CYBR $6M 0.99%
TACO $5M 0.86%
OBAWU $5M 0.83%
PACH $5M 0.82%
WTGUU $4M 0.58%
TVAIU $3M 0.54%
BTDR $3M 0.54%
HTZWW $3M 0.43%
HTZ $2M 0.36%
CAEP $2M 0.35%

Sold Out Positions

SymbolValue% Port
ITGR —%
LCII —%
MDAI —%
HYPR —%
ADSE —%
IMSRW —%
IPEX —%
WALD —%
ATIIU —%
GRRR —%
SLND —%
SATLW —%
ESLAW —%
BNAIW —%
DSYWW —%
View SEC EDGAR Filings for HIGHBRIDGE CAPITAL MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms