6CM
683 Capital Management Portfolio holdings
AUM
$1.2B
1-Year Est. Return
91.89%
This Fund
S&P 500
1 Year Est. Return
+91.89%
AUM
$1.2B
AUM Growth
+$102M
(+9.2%)
Holding
246
Top Buys
| 1 | +$20M | |
| 2 | +$19.3M | |
| 3 | +$17.1M | |
| 4 |
SUNC
SunocoCorp LLC
SUNC
|
+$11.8M |
| 5 |
Molina Healthcare
MOH
|
+$8.88M |
Top Sells
| 1 | +$29.7M | |
| 2 | +$26.4M | |
| 3 | +$21.8M | |
| 4 |
BridgeBio Pharma
BBIO
|
+$19.6M |
| 5 |
SNDK
Sandisk
SNDK
|
+$16.4M |
Sector Composition
| 1 | Healthcare | 41.59% |
| 2 | Financials | 13.27% |
| 3 | Consumer Discretionary | 12.81% |
| 4 | Industrials | 7.06% |
| 5 | Technology | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Palantir
PLTR
$367B
| – | – |
0
|
|
||
227
Praxis Precision Medicines
PRAX
$8.46B
| – | – |
0
|
|
||
228
Porch Group
PRCH
$766M
| – | – |
-450,000
|
|
||
229
Cassava Sciences
SAVA
| – | – |
-425,000
|
|
||
230
Star Bulk Carriers
SBLK
$2.54B
| – | – |
-100,000
|
|
||
231
Scholar Rock
SRRK
$4.82B
| – | – |
0
|
|
||
232
Transmedics
TMDX
$4.16B
| – | – |
0
|
|
||
233
Tesla
TSLA
$1.49T
| – | – |
0
|
|
||
234
United Therapeutics
UTHR
$23.5B
| – | – |
0
|
|
||
|
MBX
235
MBX Biosciences
MBX
$1.22B
| – | – |
0
|
|
||
|
WLAC
236
Willow Lane Acquisition Corp
WLAC
$186M
| – | – |
-200,000
|
|
||
|
WLACW
237
Willow Lane Acquisition Corp Warrants
WLACW
$18.3M
| – | – |
-85,000
|
|
||
|
MRP
238
Millrose Properties Inc
MRP
$4.76B
| – | – |
-60,000
|
|
||
|
TVRD
239
Tvardi Therapeutics
TVRD
$35.3M
| – | – |
-176,030
|
|
||
|
SAFX
240
XCF Global Inc
SAFX
$98.7M
| – | – |
-41,667
|
|
||
|
CHECU
241
Chenghe Acquisition III Co Units
CHECU
| – | – |
-200,000
|
|