Q2 2026 13F · SEC CIK 1404574

683 Capital Management, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.0B
Reported positions: 125
Top holdings a year, 3 yrs: +23.1%
Assets under management: $2.4B

683 Capital Management, LLC is a hedge fund that reported 125 positions worth $1.0B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Capital One Finl Corp (COF, 7.0%), Carvana Co (CVNA, 4.7%), Anaptysbio Inc (ANAB, 4.3%). A portfolio copying its top holdings returned 23.1% a year over the last 3 years, against 20.4% for the S&P 500.

683 Capital Management, LLC holdings largest 50 of 125 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

683 Capital Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
COFCapital One Finl Corp	7.0%	6.7%	365,000	-2.7%	$73.2M
CVNACarvana Co	4.7%	4.8%	750,000	+383.9%	$49.4M
ANABAnaptysbio Inc	4.3%	3.4%	660,000	+5.6%	$44.6M
KSPIKaspi Kz Jsc	3.9%	3.4%	470,000	-1.1%	$40.7M
BDXBecton Dickinson & Co	3.6%	3.5%	250,000	+11.1%	$37.8M
MOHMolina Healthcare Inc	3.6%	2.1%	165,000	+3.1%	$37.7M
HGVHilton Grand Vacations Inc	3.5%	3.0%	690,000	-11.0%	$36.1M
PTGXProtagonist Therapeutics Inc	3.4%	3.7%	290,000	-18.3%	$35.5M
MGTXMeiragtx Hldgs PLC	3.0%	2.1%	2,300,000	-6.1%	$31.1M
WVEWave Life Sciences Ltd	2.8%	3.5%	4,950,000	+1.0%	$28.8M
QUREUniqure NV	2.5%	0.8%	575,000	+15.0%	$26.5M
AMLXAmylyx Pharmaceuticals Inc	2.2%	2.1%	1,279,512	-16.4%	$23.0M
AMTMAmentum Holdings Inc	2.2%	2.0%	1,100,000	+41.9%	$22.7M
TGTXTG Therapeutics Inc	2.1%	1.9%	389,081	-34.1%	$21.4M
PHATPhathom Pharmaceuticals Inc Com	1.9%	2.0%	1,850,000	+0.0%	$20.1M
UUnity Software Inc Com	1.7%	—	615,000	—	$17.6M
WALWestern Alliance Bancorp	1.6%	1.6%	200,000	-11.1%	$16.4M
IAGIamgold Corp	1.5%	1.9%	1,010,000	-3.8%	$16.0M
ELVElevance Health Inc Formerly	1.5%	1.1%	40,000	+0.0%	$15.5M
TRAXFirst Tracks Biotherapeutics	1.4%	—	750,000	—	$15.1M
KNOPKnot Offshore Partners LP	1.4%	1.5%	1,505,000	+1.7%	$15.0M
SRPTSarepta Therapeutics Inc	1.4%	1.6%	782,500	+4.3%	$14.1M
UNHUnitedhealth Group Inc	1.3%	0.8%	32,000	+0.0%	$13.3M
SESea Ltd	1.2%	—	135,000	—	$12.9M
GOOGLAlphabet Inc	1.2%	1.0%	35,000	-2.8%	$12.5M
ZVRAZevra Therapeutics Inc	1.2%	0.9%	855,000	-12.3%	$12.3M
GPCGenuine Parts Co	1.1%	1.1%	101,000	-3.8%	$11.9M
ARISAris Mining Corporation	1.1%	1.5%	770,000	-3.7%	$11.5M
N44821101Inflarx NV	1.1%	—	5,065,000	—	$11.3M
CPNGCoupang Inc	1.1%	1.1%	650,000	+6.6%	$11.3M
GXOGxo Logistics Incorporated	1.0%	2.5%	215,000	-57.0%	$10.9M
HRMYHarmony Biosciences Holdings I	1.0%	—	294,000	—	$10.7M
ALNYAlnylam Pharmaceuticals Inc	1.0%	0.7%	35,000	+66.7%	$10.5M
NUNu Hldgs Ltd	1.0%	—	750,000	—	$10.0M
HHHHoward Hughes Holdings Inc	1.0%	—	140,000	—	$10.0M
ASTHAstrana Health Inc	0.9%	1.7%	210,000	-70.0%	$9.7M
ENVAEnova Intl Inc	0.9%	—	40,000	—	$9.6M
SDRLSeadrill Ltd	0.9%	1.1%	240,000	-4.0%	$9.1M
LENLennar Corp	0.9%	—	100,000	—	$9.0M
BBarrick Mng Corp	0.9%	1.6%	242,000	-39.5%	$8.9M
LXEOLexeo Therapeutics Inc	0.8%	0.7%	1,875,000	+56.3%	$8.7M
VTOLBristow Group Inc	0.8%	0.9%	205,000	+10.2%	$8.5M
ICLRIcon Plc	0.8%	0.7%	48,000	-22.6%	$8.3M
BLDRBuilders Firstsource Inc	0.8%	0.6%	90,000	+12.5%	$8.1M
STTKShattuck Labs Inc	0.8%	—	1,157,216	—	$8.0M
ATEXAnterix Inc.	0.7%	—	66,000	—	$6.8M
RNACCartesian Therapeutics Inc	0.7%	—	650,000	—	$6.8M
NENoble Corp PLC	0.6%	0.7%	175,000	+16.7%	$6.5M
GOSSGossamer Bio Inc	0.6%	—	39,198,868	—	$6.5M
ALECAlector, Inc.	0.6%	0.7%	3,200,000	+0.0%	$6.4M

What 683 Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +44.4% /yr; S&P 500 +20.1%
3 years: +23.1% /yr; S&P 500 +20.4%
5 years: -1.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.0B	125
Q1 2026	$1.0B	204
Q4 2025	$1.1B	201
Q3 2025	$1.1B	113
Q2 2025	$931.1M	111
Q1 2025	$905.2M	114
Q4 2024	$944.7M	205
Q3 2024	$911.3M	124
Q2 2024	$892.7M	124
Q1 2024	$951.8M	118
Q4 2023	$960.4M	236
Q3 2023	$944.4M	127

Questions about 683 Capital Management, LLC's portfolio

What stocks does 683 Capital Management, LLC own?

683 Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 125 positions worth $1.0B. The largest are Capital One Finl Corp (COF) at 7.0%, Carvana Co (CVNA) at 4.7%, Anaptysbio Inc (ANAB) at 4.3%, Kaspi Kz Jsc (KSPI) at 3.9% and Becton Dickinson & Co (BDX) at 3.6%.

What did 683 Capital Management, LLC buy last quarter?

In Q2 2026, 683 Capital Management, LLC added Carvana Co (CVNA) (+383.9% shares), Alnylam Pharmaceuticals Inc (ALNY) (+66.7% shares) and Lexeo Therapeutics Inc (LXEO) (+56.3% shares), compared with its Q1 2026 filing.

What did 683 Capital Management, LLC sell last quarter?

In Q2 2026, 683 Capital Management, LLC cut from its top 50 Eli Lilly & Co (LLY), cut from its top 50 Amicus Therapeutic (FOLD), cut from its top 50 Apellis Pharmaceuticals Inc (APLS), cut from its top 50 Lennar Corporation - B SHS (LEN/B) (LEN-B), cut from its top 50 Booking Holdings Inc (BKNG), Astrana Health Inc (ASTH) (-70.0% shares), Gxo Logistics Incorporated (GXO) (-57.0% shares) and Barrick Mng Corp (B) (-39.5% shares), compared with its Q1 2026 filing.

How has 683 Capital Management, LLC's portfolio performed?

A portfolio copying 683 Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +44.4% against +20.1%. Over 5 years: -1.2% a year against +11.6%.

When is 683 Capital Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. 683 Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does 683 Capital Management, LLC manage?

683 Capital Management, LLC reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.0B.