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Asset Manager ← All Institutions

HIGHBRIDGE CAPITAL MANAGEMENT LLC

Q3 2025 · Filed 2025-11-10
Market Value
$626M
+3.4%
Holdings
146
+16
New Purchases
44
Added To
11
Closed
38
Reduced
38
Top 10 Concentration
62.0%
Turnover
56.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HYG 16.52% 0.00% +16.52% $103M
VRNA 8.52% 0.00% +8.52% $53M
TXNM 5.86% 0.28% +5.58% $37M
GLBKV 3.11% 0.00% +3.11% $20M
CCCX 2.84% 0.00% +2.84% $18M
FOX 5.68% 2.85% +2.83% $36M
MBVIU 2.37% 0.00% +2.37% $15M
MLNK 2.11% 0.00% +2.11% $13M
CYBR 2.68% 0.99% +1.69% $17M
NBR 3.21% 1.79% +1.42% $20M
VLCN 1.37% 0.00% +1.37% $9M
MRUS 0.88% 0.00% +0.88% $6M
IAC 2.63% 1.77% +0.87% $17M
CVLT 0.86% 0.00% +0.86% $5M
HVMCU 0.83% 0.00% +0.83% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HES 0.00% 13.03% -13.03% $0
ALE 0.00% 9.50% -9.50% $0
AMED 0.00% 5.49% -5.49% $0
SKX 0.00% 4.16% -4.16% $0
BPMC 0.00% 4.02% -4.02% $0
HEI-A 4.39% 8.18% -3.78% $28M
LBRDK 0.00% 1.83% -1.83% $0
LLYVK 0.00% 1.77% -1.77% $0
SBXD-UN 0.00% 1.72% -1.72% $0
EVRI 0.00% 1.62% -1.62% $0
BTSGU 1.62% 3.07% -1.45% $10M
IWM 0.00% 1.21% -1.21% $0
VIGL 0.00% 1.14% -1.14% $0
K 3.70% 4.65% -0.95% $23M
OBAWU 0.00% 0.83% -0.83% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 15 $325M 52.0%
Mid Cap 22 $132M 21.1%
Small Cap 36 $109M 17.3%
Micro Cap 73 $60M 9.6%

Portfolio Analytics

Avg Market Cap
$6.2B
Median Market Cap
$297M
Avg P/E
48.8
Median P/E
37.8
Avg Dividend Yield
0.01%
Avg Beta
1.05
# Stocks
143
# ETFs / Funds
3

Top Holdings (146 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HYG 16.52% 1,274,752 $103M $81.19 +1,274,752 NEW
2 VRNA 8.52% 500,000 $53M $106.71 +500,000 NEW
3 FYBR 6.01% 1,008,301 $38M $37.35 $3M +50,000 +5.2%
4 TXNM 5.86% 649,067 $37M $56.55 $35M +619,067 +2063.6%
5 FOX 5.68% 621,202 $36M $57.29 $18M +286,175 +85.4%
6 0JUJ.L 4.93% 324,643 $31M $95.22 -$4M -40,357 -11.1%
7 HEI-A 4.39% 108,294 $28M $254.09 -$22M -83,163 -43.4%
8 K 3.70% 282,735 $23M $82.02 -$5M -71,331 -20.1%
9 NBR 3.21% 491,795 $20M $40.87 $9M +104,219 +26.9%
10 NWSA 3.16% 645,632 $20M $30.71 $383K -8,610 -1.3%
11 GLBKV 3.11% 523,459 $20M $37.27 +523,459 NEW
12 CCCX 2.84% 1,383,928 $18M $12.86 +1,383,928 NEW
13 CYBR 2.68% 34,740 $17M $483.15 $11M +20,040 +136.3%
14 IAC 2.63% 484,325 $17M $34.07 $6M +197,590 +68.9%
15 MBVIU 2.37% 1,470,000 $15M $10.12 +1,470,000 NEW
16 CENTA 2.19% 464,843 $14M $29.53 -$2M -26,291 -5.3%
17 MLNK 2.11% 662,128 $13M $19.93 +662,128 NEW
18 BTSGU 1.62% 100,000 $10M $101.30 -$8M -125,016 -55.6%
19 STHO 1.57% 1,196,132 $10M $8.23 $340K -20,732 -1.7%
20 VLCN 1.37% 1,138,621 $9M $7.52 +1,138,621 NEW
21 CNNE 1.29% 442,713 $8M $18.31 -$115K +48,400 +12.3%
22 MRUS 0.88% 58,605 $6M $94.15 +58,605 NEW
23 CVLT 0.86% 28,700 $5M $188.78 +28,700 NEW
24 TACO 0.83% 500,000 $5M $10.41 -$5K
25 HVMCU 0.83% 512,296 $5M $10.11 +512,296 NEW
26 BTDR 0.77% 283,500 $5M $17.09 $2M
27 FCRS 0.68% 400,000 $4M $10.60 +400,000 NEW
28 BDCIU 0.64% 400,000 $4M $10.10 +400,000 NEW
29 AISPW 0.62% 2,313,165 $4M $1.67 -$2M -410,010 -15.1%
30 APACU 0.58% 365,000 $4M $9.97 +365,000 NEW
31 WOLF 0.57% 124,184 $4M $28.60 +124,184 NEW
32 HTZWW 0.56% 955,313 $4M $3.71 $911K +233,346 +32.3%
33 COHU 0.56% 172,602 $4M $20.33 +172,602 NEW
34 LITE 0.49% 18,900 $3M $162.71 +18,900 NEW
35 BCSS 0.48% 300,000 $3M $10.09 +300,000 NEW
36 FGMC 0.41% 254,607 $3M $9.99 $2M +157,902 +163.3%
37 AMPX-WT 0.39% 665,623 $2M $3.66 $1M -1,872,373 -73.8%
38 AEXA 0.37% 212,500 $2M $10.93 +212,500 NEW
39 EMISU 0.35% 220,000 $2M $9.98 +220,000 NEW
40 OKUR 0.29% 650,218 $2M $2.75 $202K -13,389 -2.0%
41 KW 0.25% 186,608 $2M $8.32 $125K -23,392 -11.1%
42 PI 0.23% 8,001 $1M $180.75 +8,001 NEW
43 OSCR 0.21% 69,100 $1M $18.93 +69,100 NEW
44 SM 0.20% 50,000 $1M $24.97 $13K
45 GTEN 0.16% 100,000 $1M $10.22 -$2K
46 EA 0.16% 5,000 $1M $201.70 +5,000 NEW
47 GLBAV 0.16% 26,541 $997K $37.55 +26,541 NEW
48 IRWD 0.11% 537,252 $704K $1.31 +537,252 NEW
49 ESPR 0.11% 254,265 $674K $2.65 $424K
50 KDKRW 0.11% 620,527 $661K $1.06 +620,527 NEW
51 NSC 0.10% 2,000 $601K $300.41 +2,000 NEW
52 VCICW 0.09% 360,898 $577K $1.60 $490K +63,568 +21.4%
53 OTGA 0.09% 54,986 $554K $10.07 +54,986 NEW
54 AFRIW 0.08% 621,127 $478K $0.77 $82K -239,967 -27.9%
55 ETHA 0.08% 14,952 $471K $31.51 +14,952 NEW
56 FLDDW 0.07% 843,849 $423K $0.50 -$196K -28,570 -3.3%
57 TDS 0.06% 10,000 $392K $39.24 $37K
58 VWAVW 0.06% 950,114 $391K $0.41 +950,114 NEW
59 BGLWW 0.05% 731,555 $335K $0.46 $133K -332,003 -31.2%
60 QETAR 0.05% 143,660 $284K $1.98 $110K -5,345 -3.6%
61 BDMD 0.04% 125,000 $265K $2.12 -$193K
62 DAIC 0.04% 100,000 $254K $2.54 -$259K
63 ZEOWW 0.04% 2,452,116 $250K $0.10 -$515 -5,052 -0.2%
64 DMIIU 0.04% 25,000 $249K $9.95 +25,000 NEW
65 ULY 0.04% 68,748 $222K $3.23 +68,748 NEW
66 AFJKR 0.03% 643,658 $193K $0.30 $39K -100 -0.0%
67 KIDZW 0.03% 2,279,097 $183K $0.08 -$120K
68 BTMWW 0.03% 733,145 $176K $0.24 -$216K -270,716 -27.0%
69 BZAIW 0.03% 258,270 $160K $0.62 -$195K -667,772 -72.1%
70 VNME 0.03% 799,071 $160K $0.20 +799,071 NEW
71 SPKLW 0.02% 262,144 $145K $0.55 $79K -79,578 -23.3%
72 SBET 0.02% 8,479 $144K $17.01 +8,479 NEW
73 TACOW 0.02% 207,508 $142K $0.68 -$14K -20,000 -8.8%
74 AMOD 0.02% 112,500 $134K $1.19 $6K
75 USARW 0.02% 17,401 $123K $7.07 +17,401 NEW
76 PACHW 0.02% 497,364 $109K $0.22 +497,364 NEW
77 LOTWW 0.02% 1,410,827 $106K $0.08 -$54K -114,733 -7.5%
78 HOUS 0.02% 10,000 $106K $10.59 +10,000 NEW
79 NETDW 0.02% 359,692 $98K $0.27 -$88K -35,928 -9.1%
80 GRMLW 0.01% 822,023 $82K $0.10 -$120K -19,107 -2.3%
81 ANSCW 0.01% 261,286 $65K $0.25 -$9K -236,159 -47.5%
82 TVGNW 0.01% 1,151,624 $63K $0.05 -$41K -344,762 -23.0%
83 KVACW 0.01% 861,455 $57K $0.07 $8K -46,445 -5.1%
84 OPTXW 0.01% 569,109 $54K $0.09 $5K
85 LCCCU 0.01% 251,000 $51K $0.20 -$2K
86 IBACR 0.01% 615,729 $49K $0.08 $24K -20
87 WTGUR 0.01% 262,736 $42K $0.16 +262,736 NEW
88 ADSEW 0.01% 35,476 $40K $1.12 -$118K -44,717 -55.8%
89 ORIQW 0.01% 199,989 $34K $0.17 +199,989 NEW
90 CHACU 0.01% 100,000 $32K $0.32 -$24K -100,000 -50.0%
91 OSRHW —% 774,767 $31K $0.04 -$19K
92 DAICW —% 163,778 $25K $0.15 -$9K -268,522 -62.1%
93 KFIIR —% 164,421 $25K $0.15 -$4K -25,000 -13.2%
94 HNRA-WT —% 374,272 $19K $0.05 -$3K -50,428 -11.9%
95 LWACW —% 93,650 $17K $0.19 +93,650 NEW
96 LIMN —% 144,425 $17K $0.12 -$15K +10,564 +7.9%
97 PWUPW —% 553,709 $17K $0.03 -$30K -490,026 -47.0%
98 WALDW —% 429,771 $16K $0.04 -$91K -870,149 -66.9%
99 UCFIW —% 150,477 $15K $0.10 $2K -61,706 -29.1%
100 GSRFU —% 1,000 $10K $10.14 +1,000 NEW

New Positions

SymbolValue% Port
HYG $103M 16.52%
VRNA $53M 8.52%
GLBKV $20M 3.11%
CCCX $18M 2.84%
MBVIU $15M 2.37%
MLNK $13M 2.11%
VLCN $9M 1.37%
MRUS $6M 0.88%
CVLT $5M 0.86%
HVMCU $5M 0.83%
FCRS $4M 0.68%
BDCIU $4M 0.64%
APACU $4M 0.58%
WOLF $4M 0.57%
COHU $4M 0.56%

Sold Out Positions

SymbolValue% Port
MIR —%
CGCT —%
LLYVK —%
HTZ —%
LBRDK —%
BSAAU —%
IWM —%
GOSS —%
PCAPU —%
WDC —%
PACH —%
CLDI —%
XRPN —%
IPEXR —%
BAERW —%
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