# 683 Capital Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1404574. Source: https://holderbook.com/funds/1404574-683-capital-management-llc/

- Reported value: $2.0B
- Positions: 145
- Weight of the ten largest: 47.4%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $283.4M | 0 | 13.9% | 6 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $184.7M | 0 | 9.1% | 10 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $91.2M | 0 | 4.5% | 3 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $85.5M | 0 | 4.2% | 1 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $73.2M | 365,000 | 3.6% | 17 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $61.7M | 0 | 3.0% | 1 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $49.4M | 750,000 | 2.4% | 31 |
| MADRIGAL PHARMACEUTICALS INC | [MDGL](https://holderbook.com/stocks/MDGL/) | $48.3M | 0 | 2.4% | 14 |
| ANAPTYSBIO INC | [ANAB](https://holderbook.com/stocks/ANAB/) | $44.6M | 660,000 | 2.2% | 6 |
| ALNYLAM PHARMACEUTICALS INC | [ALNY](https://holderbook.com/stocks/ALNY/) | $42.9M | 35,000 | 2.1% | 10 |
| UNIQURE NV | [QURE](https://holderbook.com/stocks/QURE/) | $41.0M | 575,000 | 2.0% | 31 |
| KASPI KZ JSC | [KSPI](https://holderbook.com/stocks/KSPI/) | $40.7M | 470,000 | 2.0% | 3 |
| BRIDGEBIO PHARMA INC | - | $38.8M | 21,750,000 | 1.9% | 14 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $37.8M | 250,000 | 1.9% | 3 |
| MOLINA HEALTHCARE INC | [MOH](https://holderbook.com/stocks/MOH/) | $37.7M | 165,000 | 1.9% | 4 |
| PRAXIS PRECISION MEDICINES I | [PRAX](https://holderbook.com/stocks/PRAX/) | $37.0M | 0 | 1.8% | 3 |
| HILTON GRAND VACATIONS INC | [HGV](https://holderbook.com/stocks/HGV/) | $36.1M | 690,000 | 1.8% | 16 |
| PROTAGONIST THERAPEUTICS INC | [PTGX](https://holderbook.com/stocks/PTGX/) | $35.5M | 290,000 | 1.7% | 15 |
| ARK ETF TR | [ARKG](https://holderbook.com/stocks/ARKG/) | $31.5M | 0 | 1.5% | 3 |
| MEIRAGTX HLDGS PLC | [MGTX](https://holderbook.com/stocks/MGTX/) | $31.1M | 2,300,000 | 1.5% | 31 |
| WAVE LIFE SCIENCES LTD | [WVE](https://holderbook.com/stocks/WVE/) | $28.8M | 4,950,000 | 1.4% | 21 |
| IONQ INC | [IONQ](https://holderbook.com/stocks/IONQ/) | $25.9M | 0 | 1.3% | 7 |
| AMYLYX PHARMACEUTICALS INC | [AMLX](https://holderbook.com/stocks/AMLX/) | $24.7M | 1,279,512 | 1.2% | 9 |
| AMENTUM HOLDINGS INC | [AMTM](https://holderbook.com/stocks/AMTM/) | $22.7M | 1,100,000 | 1.1% | 7 |
| TG THERAPEUTICS INC | [TGTX](https://holderbook.com/stocks/TGTX/) | $21.4M | 389,081 | 1.0% | 4 |
| PHATHOM PHARMACEUTICALS INC | [PHAT](https://holderbook.com/stocks/PHAT/) | $20.1M | 1,850,000 | 1.0% | 19 |
| LENNAR CORP | [LEN](https://holderbook.com/stocks/LEN/) | $18.1M | 100,000 | 0.9% | 8 |
| UNITY SOFTWARE INC | [U](https://holderbook.com/stocks/U/) | $17.6M | 615,000 | 0.9% | 1 |
| WESTERN ALLIANCE BANCORP | [WAL](https://holderbook.com/stocks/WAL/) | $16.4M | 200,000 | 0.8% | 13 |
| IAMGOLD CORP | [IAG](https://holderbook.com/stocks/IAG/) | $16.0M | 1,010,000 | 0.8% | 5 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $15.5M | 40,000 | 0.8% | 6 |
| FIRST TRACKS BIOTHERAPEUTICS | [TRAX](https://holderbook.com/stocks/TRAX/) | $15.1M | 750,000 | 0.7% | 1 |
| KNOT OFFSHORE PARTNERS LP | [KNOP](https://holderbook.com/stocks/KNOP/) | $15.0M | 1,505,000 | 0.7% | 14 |
| SAREPTA THERAPEUTICS INC | [SRPT](https://holderbook.com/stocks/SRPT/) | $14.1M | 782,500 | 0.7% | 13 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $13.3M | 32,000 | 0.7% | 6 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $12.9M | 135,000 | 0.6% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $12.5M | 35,000 | 0.6% | 5 |
| ZEVRA THERAPEUTICS INC | [ZVRA](https://holderbook.com/stocks/ZVRA/) | $12.3M | 855,000 | 0.6% | 11 |
| GENUINE PARTS CO | [GPC](https://holderbook.com/stocks/GPC/) | $11.9M | 101,000 | 0.6% | 2 |
| ARIS MINING CORPORATION | [ARIS](https://holderbook.com/stocks/ARIS/) | $11.5M | 770,000 | 0.6% | 12 |
| INFLARX NV | [IFRX](https://holderbook.com/stocks/IFRX/) | $11.3M | 5,065,000 | 0.6% | 13 |
| COUPANG INC | [CPNG](https://holderbook.com/stocks/CPNG/) | $11.3M | 650,000 | 0.6% | 2 |
| HARMONY BIOSCIENCES HLDGS IN | [HRMY](https://holderbook.com/stocks/HRMY/) | $11.2M | 294,000 | 0.6% | 14 |
| MODERNA INC | [MRNA](https://holderbook.com/stocks/MRNA/) | $10.9M | 0 | 0.5% | 2 |
| GXO LOGISTICS INCORPORATED | [GXO](https://holderbook.com/stocks/GXO/) | $10.9M | 215,000 | 0.5% | 9 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $10.0M | 750,000 | 0.5% | 1 |
| HOWARD HUGHES HOLDINGS INC | [HHH](https://holderbook.com/stocks/HHH/) | $10.0M | 140,000 | 0.5% | 9 |
| ASTRANA HEALTH INC | [ASTH](https://holderbook.com/stocks/ASTH/) | $9.7M | 210,000 | 0.5% | 2 |
| ENOVA INTL INC | [ENVA](https://holderbook.com/stocks/ENVA/) | $9.6M | 40,000 | 0.5% | 3 |
| SEADRILL LTD | [SDRL](https://holderbook.com/stocks/SDRL/) | $9.1M | 240,000 | 0.4% | 6 |
| BARRICK MNG CORP | [B](https://holderbook.com/stocks/B/) | $8.9M | 242,000 | 0.4% | 5 |
| LEXEO THERAPEUTICS INC | [LXEO](https://holderbook.com/stocks/LXEO/) | $8.7M | 1,875,000 | 0.4% | 4 |
| BRISTOW GROUP INC | [VTOL](https://holderbook.com/stocks/VTOL/) | $8.5M | 205,000 | 0.4% | 5 |
| ICON PUB LTD CO | [ICLR](https://holderbook.com/stocks/ICLR/) | $8.3M | 48,000 | 0.4% | 2 |
| BUILDERS FIRSTSOURCE INC | [BLDR](https://holderbook.com/stocks/BLDR/) | $8.1M | 90,000 | 0.4% | 5 |
| SHATTUCK LABS INC | [STTK](https://holderbook.com/stocks/STTK/) | $8.0M | 1,157,216 | 0.4% | 7 |
| HIMS & HERS HEALTH INC | [HIMS](https://holderbook.com/stocks/HIMS/) | $7.6M | 0 | 0.4% | 6 |
| ANTERIX INC | [ATEX](https://holderbook.com/stocks/ATEX/) | $6.8M | 66,000 | 0.3% | 2 |
| CARTESIAN THERAPEUTICS INC | [RNAC](https://holderbook.com/stocks/RNAC/) | $6.8M | 650,000 | 0.3% | 8 |
| NOBLE CORP PLC | [NE](https://holderbook.com/stocks/NE/) | $6.5M | 175,000 | 0.3% | 8 |
| GOSSAMER BIO INC | [GOSS](https://holderbook.com/stocks/GOSS/) | $6.5M | 39,198,868 | 0.3% | 12 |
| ALECTOR INC | [ALEC](https://holderbook.com/stocks/ALEC/) | $6.4M | 3,200,000 | 0.3% | 4 |
| DOUBLEDOWN INTERACTIVE CO LT | [DDI](https://holderbook.com/stocks/DDI/) | $6.3M | 550,000 | 0.3% | 5 |
| APARTMENT INVT & MGMT CO | [AIV](https://holderbook.com/stocks/AIV/) | $6.2M | 2,100,000 | 0.3% | 2 |
| CARDLYTICS INC | - | $5.9M | 20,500,000 | 0.3% | 5 |
| INSMED INC | [INSM](https://holderbook.com/stocks/INSM/) | $5.9M | 20,000 | 0.3% | 2 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $5.0M | 11,000 | 0.2% | 2 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $4.9M | 12,087 | 0.2% | 2 |
| ENERGY RECOVERY INC | [ERII](https://holderbook.com/stocks/ERII/) | $4.8M | 530,000 | 0.2% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $4.5M | 19,000 | 0.2% | 5 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $4.4M | 13,000 | 0.2% | 10 |
| BARNES & NOBLE ED INC | [BNED](https://holderbook.com/stocks/BNED/) | $4.4M | 349,046 | 0.2% | 8 |
| ATRIUM THERAPEUTICS INC | [RNA](https://holderbook.com/stocks/RNA/) | $4.0M | 300,000 | 0.2% | 2 |
| WW INTL INC | [WW](https://holderbook.com/stocks/WW/) | $3.9M | 242,017 | 0.2% | 2 |
| SPACE ASSET ACQUISITION CORP | [SAAQ](https://holderbook.com/stocks/SAAQ/) | $3.8M | 375,000 | 0.2% | 2 |
| HYPERLIQUID STRATEGIES INC | [PURR](https://holderbook.com/stocks/PURR/) | $3.8M | 480,000 | 0.2% | 3 |
| MEREO BIOPHARMA GROUP PLC | [MREO](https://holderbook.com/stocks/MREO/) | $3.7M | 11,777,856 | 0.2% | 15 |
| MAGNUM ICE CREAM CO NV | [MICC](https://holderbook.com/stocks/MICC/) | $3.5M | 201,000 | 0.2% | 1 |
| INSPIRED ENTMT INC | [INSE](https://holderbook.com/stocks/INSE/) | $3.5M | 423,580 | 0.2% | 31 |
| KYMERA THERAPEUTICS INC | [KYMR](https://holderbook.com/stocks/KYMR/) | $3.4M | 0 | 0.2% | 1 |
| SILVERCORP METALS INC | [SVM](https://holderbook.com/stocks/SVM/) | $3.4M | 333,400 | 0.2% | 8 |
| VIKING THERAPEUTICS INC | [VKTX](https://holderbook.com/stocks/VKTX/) | $3.1M | 0 | 0.2% | 15 |
| ALDEYRA THERAPEUTICS INC | [ALDX](https://holderbook.com/stocks/ALDX/) | $3.1M | 1,450,000 | 0.2% | 7 |
| CONNECT BIOPHARMA HLDGS LTD | [CNTB](https://holderbook.com/stocks/CNTB/) | $3.1M | 1,285,000 | 0.2% | 2 |
| PAN AMERN SILVER CORP | [PAAS](https://holderbook.com/stocks/PAAS/) | $3.0M | 67,000 | 0.1% | 2 |
| HYLIION HOLDINGS CORP | [HYLN](https://holderbook.com/stocks/HYLN/) | $3.0M | 575,000 | 0.1% | 7 |
| IOVANCE BIOTHERAPEUTICS INC | [IOVA](https://holderbook.com/stocks/IOVA/) | $2.7M | 0 | 0.1% | 2 |
| NAVIGATOR HLDGS LTD | [NVGS](https://holderbook.com/stocks/NVGS/) | $2.6M | 140,000 | 0.1% | 7 |
| PROQR THRAPEUTICS N V | [PRQR](https://holderbook.com/stocks/PRQR/) | $2.6M | 1,393,067 | 0.1% | 1 |
| LAFAYETTE ACQUISITION CORP | [LAFA](https://holderbook.com/stocks/LAFA/) | $2.5M | 250,000 | 0.1% | 3 |
| ACP HOLDINGS ACQUISITION COR | - | $2.5M | 250,000 | 0.1% | 1 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $2.4M | 0 | 0.1% | 7 |
| STRATEGY INC | [MSTR](https://holderbook.com/stocks/MSTR/) | $2.3M | 1,900 | 0.1% | 7 |
| IMMUNIC INC | [IMUX](https://holderbook.com/stocks/IMUX/) | $2.3M | 147,245 | 0.1% | 1 |
| INVIVYD INC | [IVVD](https://holderbook.com/stocks/IVVD/) | $2.2M | 2,482,543 | 0.1% | 19 |
| OCTAVE INTELLIGENCE PLC | [OCTLF](https://holderbook.com/stocks/OCTLF/) | $2.0M | 125,000 | 0.1% | 1 |
| CHENGHE ACQUISITION III CO | [CHEC](https://holderbook.com/stocks/CHEC/) | $2.0M | 200,000 | 0.1% | 3 |
| ARCHIMEDES TECH SPAC PTNRS I | [ARCI](https://holderbook.com/stocks/ARCI/) | $2.0M | 200,000 | 0.1% | 2 |
| FG IMPERII ACQUISITION CORP | [FGII](https://holderbook.com/stocks/FGII/) | $2.0M | 200,000 | 0.1% | 2 |
| LEGATO MERGER CORP IV | [LEGO](https://holderbook.com/stocks/LEGO/) | $2.0M | 200,000 | 0.1% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.7% | +14.8% | -0.1% | 77% |
| Q1 2026 | -9.4% | -4.6% | -4.8% | 85% |
| Q4 2025 | +11.2% | +2.4% | +8.8% | 83% |
| Q3 2025 | +25.4% | +7.8% | +17.6% | 79% |
| Q2 2025 | +10.0% | +10.5% | -0.5% | 70% |
| Q1 2025 | -5.6% | -4.6% | -1.0% | 84% |
| Q4 2024 | -0.1% | +2.1% | -2.3% | 90% |
| Q3 2024 | +1.1% | +5.4% | -4.3% | 97% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.0B | 145 |
| Q1 2026 | $1.9B | 229 |
| Q4 2025 | $2.3B | 225 |
| Q3 2025 | $1.9B | 133 |
| Q2 2025 | $1.5B | 126 |
| Q1 2025 | $1.4B | 127 |
| Q4 2024 | $1.6B | 217 |
| Q3 2024 | $1.3B | 139 |
| Q2 2024 | $1.3B | 140 |
| Q1 2024 | $1.4B | 130 |
| Q4 2023 | $1.2B | 248 |
| Q3 2023 | $1.3B | 141 |