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683 Capital Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
683 Capital Management, LLC
报告期 2026-03-31 · CIK 0001404574
持仓数
237
前50大市值合计
$1.56B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q3
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 142 项
建仓 30
增持 22
减持 67
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$113.5M
1,134,100
+66%
增持
INSM
INSMED INC
+$49.1M
375,000
+662%
减持
—
UNIQURE NV
+$44.0M
1,070,000
-19%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
LLY
ELI LILLY & CO
+$36.1M
172,750
+41%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$31.5M
75,200
增持
UWMC
UWM HOLDINGS CORPORATION
+$25.2M
7,400,000
+54%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$16.2M
152,000
-14%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$15.8M
135,700
-4%
建仓
MOH
MOLINA HEALTHCARE INC
+$15.5M
81,000
减持
MSTR
STRATEGY INC
-$13.9M
138,600
-4%
减持
—
ASML HOLDING N V
-$13.1M
11,000
-63%
清仓
C
CITIGROUP INC
-$12.8M
0
-100%
建仓
TGTX
TG THERAPEUTICS INC
+$11.7M
325,000
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$11.4M
650,000
+132%
清仓
—
SAGE THERAPEUTICS INC
-$10.5M
0
-100%
建仓
MEDP
MEDPACE HLDGS INC
+$10.3M
20,000
减持
AMLX
AMYLYX PHARMACEUTICALS INC
+$10.1M
1,760,000
-19%
清仓
—
VIGIL NEUROSCIENCE INC
-$10.0M
0
-100%
清仓
CNC
CENTENE CORP DEL
-$9.2M
0
-100%
减持
IRS
IRSA INVERSIONES Y REP S A
-$8.6M
334,179
-63%
减持
AMTM
AMENTUM HOLDINGS INC
-$7.9M
1,275,000
-22%
增持
IAG
IAMGOLD CORP
+$7.9M
900,000
+76%
建仓
PRCH
PORCH GROUP INC
+$7.6M
450,000
增持
SRPT
SAREPTA THERAPEUTICS INC
+$7.5M
990,000
+47%
清仓
—
SHARKNINJA INC
-$6.9M
0
-100%
减持
MRP
MILLROSE PPTYS INC
-$6.6M
60,000
-80%
增持
GUTS
FRACTYL HEALTH INC
+$6.3M
4,650,000
+621%
建仓
LXEO
LEXEO THERAPEUTICS INC
+$6.1M
922,662
减持
HGV
HILTON GRAND VACATIONS INC
-$6.1M
625,000
-19%
增持
IONQ
IONQ INC
+$5.9M
205,000
+32%
减持
GOSS
GOSSAMER BIO INC
+$5.9M
5,359,300
-19%
减持
SNDK
SANDISK CORP
+$5.9M
106,000
-20%
增持
ANAB
ANAPTYSBIO INC
+$5.6M
547,000
+9%
减持
ERO
ERO COPPER CORP
-$5.6M
600,000
-43%
减持
CRESY
CRESUD S A C I F Y A
-$5.5M
440,775
-50%
增持
NVO
NOVO-NORDISK A S
+$5.4M
599,200
+48%
建仓
MBX
MBX BIOSCIENCES INC
+$5.0M
283,800
清仓
SOC
SABLE OFFSHORE CORP
-$4.9M
0
-100%
减持
GXO
GXO LOGISTICS INCORPORATED
-$4.8M
775,000
-18%
增持
IVVD
INVIVYD INC
+$4.7M
6,300,000
+105%
建仓
LULU
LULULEMON ATHLETICA INC
+$4.4M
25,000
减持
CVNA
CARVANA CO
+$4.4M
150,000
-3%
减持
—
MEIRAGTX HLDGS PLC
+$4.1M
2,625,000
-2%
减持
B
BARRICK MNG CORP
-$4.0M
750,000
-45%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$3.9M
18,000
-28%
增持
—
WAVE LIFE SCIENCES LTD
+$3.7M
4,150,000
+1%
增持
COIN
COINBASE GLOBAL INC
+$3.7M
64,000
+25%
清仓
—
SOLENO THERAPEUTICS INC
-$3.5M
0
-100%
增持
VTOL
BRISTOW GROUP INC
+$3.4M
175,300
+99%
减持
—
GOSSAMER BIO INC
-$3.3M
5,145,000
-61%
建仓
ARKK
ARK ETF TR
+$3.2M
37,500
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$3.2M
106,000
清仓
PRAX
PRAXIS PRECISION MEDICINES I
-$3.1M
0
-100%
建仓
—
VENTYX BIOSCIENCES INC
+$3.1M
1,000,000
建仓
ALEC
ALECTOR INC
+$3.0M
1,000,000
减持
—
KNOT OFFSHORE PARTNERS LP
+$3.0M
1,460,402
-8%
减持
—
WILLOW LANE ACQUISITION CORP
-$2.8M
200,000
-60%
增持
STTK
SHATTUCK LABS INC
+$2.8M
1,532,216
+40%
减持
BBIO
BRIDGEBIO PHARMA INC
-$2.8M
300,000
-29%
建仓
MBC
MASTERBRAND INC
+$2.6M
200,000
减持
PTGX
PROTAGONIST THERAPEUTICS INC
+$2.5M
407,500
-8%
减持
XHR
XENIA HOTELS & RESORTS INC
-$2.3M
645,000
-28%
减持
BNED
BARNES & NOBLE ED INC
-$2.2M
350,000
-28%
建仓
TMDX
TRANSMEDICS GROUP INC
+$2.2M
20,000
增持
VKTX
VIKING THERAPEUTICS INC
+$2.2M
340,000
+34%
减持
TSLA
TESLA INC
+$2.1M
210,500
-27%
减持
—
STAR BULK CARRIERS CORP.
-$2.0M
100,000
-56%
建仓
—
CHENGHE ACQUISITION III CO
+$2.0M
200,000
清仓
PM
PHILIP MORRIS INTL INC
-$1.8M
0
-100%
建仓
GLD
SPDR GOLD TR
+$1.8M
5,000
清仓
—
MIRUM PHARMACEUTICALS INC
-$1.8M
0
-100%
减持
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$1.8M
282,000
-7%
减持
BTI
BRITISH AMERN TOB PLC
-$1.8M
56,000
-44%
增持
MREO
MEREO BIOPHARMA GROUP PLC
-$1.7M
4,875,000
+12%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.7M
33,000
-48%
建仓
—
AMRIZE LTD
+$1.7M
35,000
减持
—
IMMATICS N.V
+$1.5M
520,000
-4%
清仓
—
BLUE WTR ACQUISITION CORP. I
-$1.5M
0
-100%
建仓
—
BLUE WTR ACQUISITION CORP. I
+$1.5M
150,000
建仓
—
EQV VENTURES AC CORP. II
+$1.5M
150,000
减持
GSAT
GLOBALSTAR INC
+$1.5M
120,000
-2%
减持
ARIS
ARIS MNG CORP
-$1.3M
900,000
-40%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
+$1.2M
1,820,380
-14%
建仓
FLNA
CASSAVA SCIENCES INC
+$1.2M
425,000
清仓
—
THIRD HARMONIC BIO INC
-$1.1M
0
-100%
减持
—
AMICUS THERAPEUTICS INC
+$1.1M
835,000
-13%
减持
—
INFLARX NV
+$1.1M
2,250,000
-9%
减持
SAIC
SCIENCE APPLICATIONS INTL CO
-$1.0M
52,500
-5%
清仓
—
LIGHTWAVE ACQUISITION CORP
-$1.0M
0
-100%
建仓
—
LIGHTWAVE ACQUISITION CORP
+$995.0K
100,000
建仓
—
MERSANA THERAPEUTICS INC
+$776.0K
100,000
清仓
—
OYSTER ENTERPRISES II ACQUIS
-$759.0K
0
-100%
建仓
—
OYSTER ENTERPRISES II ACQUIS
+$751.6K
75,000
清仓
—
IRSA INVERSIONES Y REP S A
-$745.6K
0
-100%
减持
—
MODULAR MED INC
-$742.8K
982,103
-49%
建仓
CAE
CAE INC
+$741.0K
25,000
减持
UNH
UNITEDHEALTH GROUP INC
-$739.9K
48,000
-14%
减持
STGW
STAGWELL INC
+$735.7K
890,000
-6%
减持
HCC
WARRIOR MET COAL INC
+$704.6K
55,000
-10%
增持
COF
CAPITAL ONE FINL CORP
+$672.7K
400,000
+1%
减持
ZVRA
ZEVRA THERAPEUTICS INC
-$639.0K
975,000
-13%
减持
INSE
INSPIRED ENTMT INC
-$599.5K
1,125,000
-18%
清仓
—
MERSANA THERAPEUTICS INC
-$589.0K
0
-100%
减持
—
APELLIS PHARMACEUTICALS INC
-$579.7K
288,000
-30%
减持
SVM
SILVERCORP METALS INC
+$577.0K
325,000
-7%
减持
PYXS
PYXIS ONCOLOGY INC
+$566.0K
525,000
-4%
减持
CZR
CAESARS ENTERTAINMENT INC NE
-$543.3K
190,000
-5%
减持
HYLN
HYLIION HOLDINGS CORP
+$503.3K
825,000
-3%
清仓
SOLV
SOLVENTUM CORP
-$493.0K
0
-100%
减持
WAL
WESTERN ALLIANCE BANCORP
-$490.6K
100,000
-15%
减持
HDSN
HUDSON TECHNOLOGIES INC
+$430.5K
350,000
-7%
清仓
CYPH
LEAP THERAPEUTICS INC
-$428.8K
0
-100%
减持
HHH
HOWARD HUGHES HOLDINGS INC
+$422.5K
38,000
-5%
减持
—
SEADRILL LTD
+$398.3K
200,000
-7%
减持
—
BRIDGEBIO PHARMA INC
-$388.6K
21,750,000
-12%
清仓
—
REVIVA PHARMACEUTCLS HLDGS I
-$381.1K
0
-100%
减持
AMZN
AMAZON COM INC
-$324.3K
26,500
-5%
建仓
—
ORIGIN INVT CORP I
+$301.5K
30,000
减持
GERN
GERON CORP
-$247.3K
3,010,000
-3%
增持
ABEO
ABEONA THERAPEUTICS INC
-$194.4K
770,000
+3%
增持
DDI
DOUBLEDOWN INTERACTIVE CO LT
+$170.3K
300,000
+9%
减持
—
WILLOW LANE ACQUISITION CORP
+$148.1K
85,000
-66%
减持
ALDX
ALDEYRA THERAPEUTICS INC
+$144.0K
820,000
-24%
减持
—
CARDLYTICS INC
+$141.0K
1,175,000
-29%
减持
—
VALARIS LTD
+$127.8K
35,000
-7%
减持
—
NAVIGATOR HLDGS LTD
+$99.7K
180,000
-5%
清仓
—
CRESUD S A C I F Y A
-$90.5K
0
-100%
减持
—
PATRIA INVESTMENTS LIMITED
-$76.0K
380,000
-5%
增持
RNAC
CARTESIAN THERAPEUTICS INC
+$75.2K
230,000
+5%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$69.2K
36,000
-5%
减持
GCTS/WS
GCT SEMICONDUCTOR HLDG INC
+$68.2K
764,391
-1%
减持
—
PANGAEA LOGISTICS SOLUTION L
+$62.3K
535,000
-5%
清仓
—
IMMUNIC INC
-$43.6K
0
-100%
清仓
—
FREIGHTOS LTD
-$38.8K
0
-100%
建仓
—
OYSTER ENTERPRISES II ACQUIS
+$12.8K
75,000
建仓
—
EQV VENTURES AC CORP. II
+$12.0K
50,000
建仓
—
BLUE WTR ACQUISITION CORP. I
+$10.6K
75,000
建仓
—
LIGHTWAVE ACQUISITION CORP
+$9.6K
50,000
减持
—
NOBLE CORP PLC
+$9.0K
128,000
-6%
减持
CACI
CACI INTL INC
-$6.5K
10,500
-5%
建仓
—
ORIGIN INVT CORP I
+$2.7K
15,000
清仓
—
IMMATICS N.V
-$209
0
-100%