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Asset Manager ← All Institutions

HIGHBRIDGE CAPITAL MANAGEMENT LLC

Q4 2025 · Filed 2026-02-11
Market Value
$1.1B
+72.0%
Holdings
169
+23
New Purchases
61
Added To
18
Closed
45
Reduced
34
Top 10 Concentration
58.8%
Turnover
62.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EA 10.03% 0.16% +9.87% $108M
WRE 9.10% 0.00% +9.10% $98M
NGD 5.04% 0.00% +5.04% $54M
EXAS 4.53% 0.00% +4.53% $49M
HOLX 4.23% 0.00% +4.23% $46M
CYBR 6.84% 2.68% +4.17% $74M
RNAM 3.92% 0.00% +3.92% $42M
NVRI 2.49% 0.00% +2.49% $27M
CDTX 2.32% 0.00% +2.32% $25M
CGCT 1.91% 0.00% +1.91% $21M
KVUE 1.88% 0.00% +1.88% $20M
BHF 1.66% 0.00% +1.66% $18M
LLYVA 1.59% 0.00% +1.59% $17M
CEPT 1.38% 0.00% +1.38% $15M
VCIC 1.37% 0.00% +1.37% $15M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HYG 0.00% 16.52% -16.52% $0
VRNA 0.00% 8.52% -8.52% $0
TXNM 0.00% 5.86% -5.86% $0
K 0.00% 3.70% -3.70% $0
0JUJ.L 1.88% 4.93% -3.05% $20M
MBVIU 0.00% 2.37% -2.37% $0
CCCX 0.47% 2.84% -2.37% $5M
MLNK 0.00% 2.11% -2.11% $0
GLBKV 1.18% 3.11% -1.94% $13M
BTSGU 0.00% 1.62% -1.62% $0
NWSA 1.76% 3.16% -1.40% $19M
CNNE 0.00% 1.29% -1.29% $0
NBR 2.08% 3.21% -1.13% $22M
IAC 1.51% 2.63% -1.12% $16M
CENTA 1.25% 2.19% -0.94% $13M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $1M 0.1%
Large Cap 21 $518M 48.1%
Mid Cap 22 $208M 19.3%
Small Cap 44 $258M 24.0%
Micro Cap 81 $92M 8.5%

Portfolio Analytics

Avg Market Cap
$6.7B
Median Market Cap
$323M
Avg P/E
42.5
Median P/E
31.0
Avg Dividend Yield
0.07%
Avg Beta
0.93
# Stocks
166
# ETFs / Funds
3

Top Holdings (169 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EA 10.03% 528,950 $108M $204.33 $107M +523,950 +10479.0%
2 WRE 9.10% 5,638,128 $98M $17.40 +5,638,128 NEW
3 CYBR 6.84% 165,341 $74M $446.06 $57M +130,601 +375.9%
4 FOX 5.38% 893,359 $58M $64.93 $22M +272,157 +43.8%
5 FYBR 5.22% 1,477,836 $56M $38.07 $19M +469,535 +46.6%
6 NGD 5.04% 6,240,314 $54M $8.71 +6,240,314 NEW
7 HEI-A 4.53% 193,537 $49M $252.43 $21M +85,243 +78.7%
8 EXAS 4.53% 480,733 $49M $101.56 +480,733 NEW
9 HOLX 4.23% 611,860 $46M $74.49 +611,860 NEW
10 RNAM 3.92% 585,550 $42M $72.13 +585,550 NEW
11 NVRI 2.49% 1,495,645 $27M $17.92 +1,495,645 NEW
12 CDTX 2.32% 112,980 $25M $220.89 +112,980 NEW
13 NBR 2.08% 413,294 $22M $54.30 $2M -78,501 -16.0%
14 CGCT 1.91% 2,000,000 $21M $10.29 +2,000,000 NEW
15 0JUJ.L 1.88% 227,221 $20M $89.38 -$11M -97,422 -30.0%
16 KVUE 1.88% 1,174,353 $20M $17.25 +1,174,353 NEW
17 NWSA 1.76% 727,579 $19M $26.12 -$823K +81,947 +12.7%
18 BHF 1.66% 275,390 $18M $64.79 +275,390 NEW
19 LLYVA 1.59% 210,332 $17M $81.50 +210,332 NEW
20 IAC 1.51% 417,452 $16M $39.10 -$179K -66,873 -13.8%
21 CEPT 1.38% 1,321,945 $15M $11.26 +1,321,945 NEW
22 VCIC 1.37% 1,373,824 $15M $10.77 +1,373,824 NEW
23 CENTA 1.25% 460,169 $13M $29.19 -$294K -4,674 -1.0%
24 GLBKV 1.18% 341,070 $13M $37.21 -$7M -182,389 -34.8%
25 IWM 1.18% 51,440 $13M $246.16 +51,440 NEW
26 CRANU 1.12% 1,200,000 $12M $10.07 +1,200,000 NEW
27 STHO 0.91% 1,194,275 $10M $8.23 -$15K -1,857 -0.2%
28 CHAC 0.80% 800,000 $9M $10.77 +800,000 NEW
29 SRPT 0.80% 400,000 $9M $21.52 +400,000 NEW
30 VLCN 0.78% 1,839,151 $8M $4.56 -$167K +700,530 +61.5%
31 CAEP 0.67% 710,419 $7M $10.20 +710,419 NEW
32 ZTS 0.65% 55,667 $7M $125.82 +55,667 NEW
33 VHCPU 0.60% 650,000 $7M $10.02 +650,000 NEW
34 CEPV 0.57% 600,000 $6M $10.25 +600,000 NEW
35 FGMC 0.52% 559,889 $6M $10.04 $3M +305,282 +119.9%
36 JAMF 0.51% 422,704 $5M $13.01 +422,704 NEW
37 TACO 0.47% 500,000 $5M $10.14 -$135K
38 CCCX 0.47% 323,800 $5M $15.60 -$13M -1,060,128 -76.6%
39 NSC 0.44% 16,560 $5M $288.72 $4M +14,560 +728.0%
40 SBET 0.43% 512,764 $5M $8.94 $4M +504,285 +5947.5%
41 LPCVU 0.42% 458,162 $5M $9.98 +458,162 NEW
42 CHKP 0.40% 22,976 $4M $185.56 +22,976 NEW
43 CFLT 0.35% 125,000 $4M $30.24 +125,000 NEW
44 HTZWW 0.33% 1,333,071 $4M $2.68 $33K +377,758 +39.5%
45 HCACU 0.33% 350,000 $4M $10.03 +350,000 NEW
46 ITHAU 0.32% 350,000 $3M $9.96 +350,000 NEW
47 SCIIU 0.31% 327,678 $3M $10.08 +327,678 NEW
48 BTDR 0.29% 283,500 $3M $11.21 -$2M
49 BDCI 0.28% 300,000 $3M $10.02 +300,000 NEW
50 MESHU 0.22% 233,986 $2M $10.00 +233,986 NEW
51 SVAQU 0.18% 200,000 $2M $9.95 +200,000 NEW
52 CEPF 0.16% 163,658 $2M $10.28 +163,658 NEW
53 WHR 0.15% 23,000 $2M $72.14 +23,000 NEW
54 OKUR 0.15% 542,361 $2M $2.90 -$215K -107,857 -16.6%
55 IMSR 0.14% 244,000 $1M $6.11 +244,000 NEW
56 AISPW 0.13% 1,708,795 $1M $0.80 -$2M -604,370 -26.1%
57 AEXA 0.12% 117,000 $1M $11.39 -$990K -95,500 -44.9%
58 SM 0.11% 66,000 $1M $18.70 -$14K +16,000 +32.0%
59 DK 0.10% 36,837 $1M $29.66 +36,837 NEW
60 GTEN 0.10% 100,000 $1M $10.29 $7K
61 TMUS 0.09% 5,000 $1M $203.04 +5,000 NEW
62 SCPQU 0.09% 100,000 $1M $10.00 +100,000 NEW
63 AMPX-WT 0.09% 380,992 $979K $2.57 -$1M -284,631 -42.8%
64 GLBAV 0.09% 26,541 $979K $36.87 -$18K
65 AXL 0.08% 135,000 $865K $6.41 +135,000 NEW
66 VWAVW 0.08% 738,755 $864K $1.17 $474K -211,359 -22.2%
67 NAVI 0.08% 65,000 $845K $13.00 +65,000 NEW
68 BLRKU 0.07% 78,850 $788K $10.00 +78,850 NEW
69 AFRIW 0.07% 518,213 $725K $1.40 $247K -102,914 -16.6%
70 HTZ 0.06% 122,442 $629K $5.14 +122,442 NEW
71 KDKRW 0.06% 395,813 $606K $1.53 -$55K -224,714 -36.2%
72 CMCSA 0.05% 18,000 $538K $29.89 +18,000 NEW
73 SAC-UN 0.04% 45,963 $464K $10.09 +45,963 NEW
74 TDS 0.04% 10,000 $410K $41.00 $18K
75 AFJKR 0.03% 900,000 $360K $0.40 $167K +256,342 +39.8%
76 QETAR 0.03% 140,857 $287K $2.04 $3K -2,803 -1.9%
77 ZEOWW 0.02% 2,175,712 $222K $0.10 -$28K -276,404 -11.3%
78 NWL 0.02% 58,000 $216K $3.72 +58,000 NEW
79 DSACU 0.02% 21,319 $214K $10.05 +21,319 NEW
80 ULY 0.02% 68,748 $201K $2.92 -$21K
81 VNME 0.02% 774,071 $194K $0.25 $34K -25,000 -3.1%
82 CCIXW 0.02% 218,985 $186K $0.85 $186K +218,885 +218885.0%
83 BGLWW 0.02% 407,105 $179K $0.44 -$156K -324,450 -44.4%
84 BDMD 0.02% 125,000 $170K $1.36 -$95K
85 BRRWW 0.01% 225,825 $158K $0.70 +225,825 NEW
86 OPEN 0.01% 24,540 $143K $5.83 +24,540 NEW
87 FLDDW 0.01% 676,948 $128K $0.19 -$295K -166,901 -19.8%
88 KBONU 0.01% 11,465 $115K $10.07 +11,465 NEW
89 HVMCW 0.01% 408,108 $110K $0.27 +408,108 NEW
90 CRACR 0.01% 600,000 $108K $0.18 +600,000 NEW
91 RNW 0.01% 17,238 $97K $5.65 +17,238 NEW
92 PACHW 0.01% 311,191 $81K $0.26 -$29K -186,173 -37.4%
93 LCCCU 0.01% 312,328 $78K $0.25 $27K +61,328 +24.4%
94 TACOW 0.01% 207,508 $77K $0.37 -$65K
95 GRMLW 0.01% 720,744 $70K $0.10 -$12K -101,279 -12.3%
96 DYOR 0.01% 186,087 $61K $0.33 +186,087 NEW
97 SPKLW 0.01% 186,192 $59K $0.31 -$86K -75,952 -29.0%
98 EVOXW 0.01% 148,244 $57K $0.38 +148,244 NEW
99 AMOD —% 112,500 $52K $0.46 -$82K
100 DAIC —% 100,000 $45K $0.45 -$209K

New Positions

SymbolValue% Port
WRE $98M 9.10%
NGD $54M 5.04%
EXAS $49M 4.53%
HOLX $46M 4.23%
RNAM $42M 3.92%
NVRI $27M 2.49%
CDTX $25M 2.32%
CGCT $21M 1.91%
KVUE $20M 1.88%
BHF $18M 1.66%
LLYVA $17M 1.59%
CEPT $15M 1.38%
VCIC $15M 1.37%
IWM $13M 1.18%
CRANU $12M 1.12%

Sold Out Positions

SymbolValue% Port
KW —%
BCSS —%
OSCR —%
TXNM —%
CNNE —%
FCRS —%
CVLT —%
ETHA —%
COHU —%
IRWD —%
BTSGU —%
HYG —%
LITE —%
APACU —%
OTGA —%
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