683 Capital Management
683 Capital Management reported 125 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are COF (7.0%), CVNA (4.7%) and ANAB (4.3%). Compared with Q1 2026, the fund opened new positions in U, TRAX and SE, added to CVNA, ANAB and BDX, trimmed COF, KSPI and HGV and sold out of LLY, LEN.B and BKNG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  COF Capital One Finl Corp | $73.2M | 7.0% | 365K | −10K (−3%) | 8 of 8 | |
| 2 |  CVNA Carvana Co | $49.4M | 4.7% | 750K | +595K (+384%) | 8 of 8 | |
| 3 |  ANAB Anaptysbio Inc | $44.6M | 4.3% | 660K | +35K (+6%) | 6 of 8 | |
| 4 |  KSPI Kaspi KZ Jsc | $40.7M | 3.9% | 470K | −5,000 (−1%) | 3 of 8 | |
| 5 |  BDX Becton Dickinson & Co | $37.8M | 3.6% | 250K | +25K (+11%) | 3 of 8 | |
| 6 |  MOH Molina Healthcare Inc | $37.7M | 3.6% | 165K | +5,000 (+3%) | 4 of 8 | |
| 7 |  HGV Hilton Grand Vacations Inc | $36.1M | 3.5% | 690K | −85K (−11%) | 8 of 8 | |
| 8 |  PTGX Protagonist Therapeutics Inc | $35.5M | 3.4% | 290K | −65K (−18%) | 8 of 8 | |
| 9 |  MGTX Meiragtx Hldgs PLC | $31.1M | 3.0% | 2.3M | −150K (−6%) | 8 of 8 | |
| 10 |  WVE Wave Life Sciences Ltd | $28.8M | 2.8% | 5M | +50K (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LLY Eli Lilly & Co | $13.8M | 15K |
AMICUS THERAPEUTICS INC | $11.2M | 775K |
APELLIS PHARMACEUTICALS INC | $10.1M | 250K |
 LEN.B Lennar Corp | $9.7M | 115K |
 BKNG Booking Hldgs Inc | $9.3M | 2,200 |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 PLTR Palantir Technologies Inc | Put | $283M | 2.4M | +100,000 |
LLY Eli Lilly & Co | Put | $185M | 154K | +20,000 |
 NVDA Nvidia Corporation | Put | $91.2M | 456K | 0 |
 XBI Spdr Series Trust | Put | $85.5M | 540K | +540,000 |
 ABBV Abbvie Inc | Put | $61.7M | 245K | +245,000 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →683 Capital Management 13F FAQ
What does 683 Capital Management own?
683 Capital Management reported 125 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are COF (7.0%), CVNA (4.7%) and ANAB (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did 683 Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 19 new positions, 28 added to, 37 trimmed and 98 sold out. New positions include U, TRAX and SE. It sold all of LLY, LEN.B and BKNG.
When will 683 Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is 683 Capital Management's portfolio worth?
The Q2 2026 filing reports $1B in US stocks ($2B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.