683 Capital Management
NEW YORK, NYfiles as 683 Capital Management, LLC
$1.0bn in 125 US stocks at the end of 30 June 2026. The top 10 are 39.9% of the money. It changed about 22.8% of the portfolio this quarter.
Value
$1.0bn
Stocks
125
Top 10 share
39.9%
Turnover
22.8%
What changed this quarter
New
Bought for the first time this quarter.
- Unity SoftwareU1.7% of the fund
- First Tracks BiotherapeuticsTRAX1.4% of the fund
- SeaSE1.2% of the fund
- Harmony Biosciences HoldingsHRMY1.0% of the fund
- Nu HoldingsNU1.0% of the fund
- Magnum Ice CreamMICC0.3% of the fund
- ProQR TherapeuticsPRQR0.2% of the fund
- ACP Holdings AcquisitionACGC0.2% of the fund
- ImmunicIMUX0.2% of the fund
- InsmedINSM0.2% of the fund
- Octave IntelligenceOCTV0.2% of the fund
- Coinbase GlobalCOIN0.2% of the fund
- D Market Electr Svcs & TradiHEPS0.1% of the fund
- Willow Lane Acquisition Corp. IIWLII0.1% of the fund
- CardlyticsCDLX<0.1% of the fund
- JATT II AcquisitionJATT<0.1% of the fund
- StrategyMSTR<0.1% of the fund
- ACP Holdings Acquisition CORACGCW<0.1% of the fund
- Willow Lane Acquisition CRPWLIIW<0.1% of the fund
Added
Bought more of a stock they already held.
- AnaptysbioANAB4.3% of the fund+6%
- Becton DickinsonBDX3.6% of the fund+11%
- Molina HealthcareMOH3.6% of the fund+3%
- uniQureQURE2.5% of the fund+15%
- Amentum HoldingsAMTM2.2% of the fund+42%
- Sarepta TherapeuticsSRPT1.4% of the fund+4%
- InflaRxIFRX1.1% of the fund+53%
- CoupangCPNG1.1% of the fund+7%
- Alnylam PharmaceuticalsALNY1.0% of the fund+67%
- Howard Hughes HoldingsHHH1.0% of the fund+294%
- LennarLEN0.9% of the fund+1900%
- Lexeo TherapeuticsLXEO0.8% of the fund+56%
- Bristow GroupVTOL0.8% of the fund+10%
- Builders FirstSourceBLDR0.8% of the fund+13%
- Shattuck LabsSTTK0.8% of the fund+45%
- AnterixATEX0.7% of the fund+43%
- Cartesian TherapeuticsRNAC0.7% of the fund+97%
- NobleNE0.6% of the fund+17%
- Gossamer BioGOSS0.6% of the fund+684%
- DoubleDown InteractiveDDI0.6% of the fund+7%
- Apartment Investment & ManagementAIV0.6% of the fund+45%
- WW InternationalWW0.4% of the fund+61%
- Connect Biopharma HoldingsCNTB0.3% of the fund+43%
- ProMIS NeurosciencesPMN0.1% of the fund+2%
- Modular MedicalMODD<0.1% of the fund+4%
Cut
Sold some of their stake.
- Capital One FinancialCOF7.0% of the fund-3%
- CarvanaCVNA4.7% of the fund-3%
- Hilton Grand VacationsHGV3.5% of the fund-11%
- Protagonist TherapeuticsPTGX3.4% of the fund-18%
- MeiraGTx HoldingsMGTX3.0% of the fund-6%
- Amylyx PharmaceuticalsAMLX2.2% of the fund-16%
- TG TherapeuticsTGTX2.1% of the fund-34%
- Western Alliance BancorporationWAL1.6% of the fund-11%
- IamgoldIAG1.5% of the fund-4%
- AlphabetGOOGL1.2% of the fund-3%
- Zevra TherapeuticsZVRA1.2% of the fund-12%
- Genuine PartsGPC1.1% of the fund-4%
- Aris MiningARIS1.1% of the fund-4%
- GXO LogisticsGXO1.0% of the fund-57%
- Astrana HealthASTH0.9% of the fund-70%
- SeadrillSDRL0.9% of the fund-4%
- Barrick MiningB0.9% of the fund-40%
- IconICLR0.8% of the fund-23%
- Energy RecoveryERII0.5% of the fund-4%
- Amazon.comAMZN0.4% of the fund-28%
- Barnes & Noble EducationBNED0.4% of the fund-8%
- Hyperliquid StrategiesPURR0.4% of the fund-44%
- Inspired EntertainmentINSE0.3% of the fund-60%
- Silvercorp MetalsSVM0.3% of the fund-18%
- Aldeyra TherapeuticsALDX0.3% of the fund-3%
Sold out
Sold their entire stake.
- Eli LillyLLY-100%
- Amicus Therapeutics-100%
- Apellis Pharmaceuticals-100%
- LennarLEN-B-100%
- Booking HoldingsBKNG-100%
- Cogent Communications HoldingsCCOI-100%
- GlobalstarGSAT-100%
- FreenomeFRNM-100%
- Viking TherapeuticsVKTX-100%
- Theravance BiopharmaTBPH-100%
- Caesars EntertainmentCZR-100%
- Abeona TherapeuticsABEO-100%
- ImmunicIMUX-100%
- RXORXO-100%
- NetgearNTGR-100%
- Caci InternationalCACI-100%
- StagwellSTGW-100%
- Science Applications InternationalSAIC-100%
- CardlyticsCDLX-100%
- Armata PharmaceuticalsARMP-100%
- Willow Lane Acquisition CRPWLIIU-100%
- Irsa Inversiones Y REP S AIRS-100%
- Amplify EnergyAMPY-100%
- AXTAXTI-100%
- 1stdibs.comDIBS-100%
Holdings
- IamgoldIAG
- Share
- 1.5%
- Value
- $16m
- Shares
- 1,010,000
-4%
- First Tracks BiotherapeuticsTRAX
- Share
- 1.4%
- Value
- $15m
- Shares
- 750,000
New
- Knot Offshore Partners LPKNOP
- Share
- 1.4%
- Value
- $15m
- Shares
- 1,505,000
Held
- SeaSE
- Share
- 1.2%
- Value
- $13m
- Shares
- 135,000
New
- Aris MiningARIS
- Share
- 1.1%
- Value
- $11m
- Shares
- 770,000
-4%
- Barrick MiningB
- Share
- 0.9%
- Value
- $9m
- Shares
- 242,000
-40%
- Atrium TherapeuticsRNA
- Share
- 0.4%
- Value
- $4m
- Shares
- 300,000
Held
- Space Asset AcquisitionSAAQ
- Share
- 0.4%
- Value
- $4m
- Shares
- 375,000
Held
- Mereo Biopharma GroupMREO
- Share
- 0.4%
- Value
- $4m
- Shares
- 11,777,856
Held
- Silvercorp MetalsSVM
- Share
- 0.3%
- Value
- $3m
- Shares
- 333,400
-18%
- PAN American SilverPAAS
- Share
- 0.3%
- Value
- $3m
- Shares
- 67,000
-33%
- LaFayette AcquisitionLAFA
- Share
- 0.2%
- Value
- $3m
- Shares
- 250,000
Held
- ACP Holdings AcquisitionACGC
- Share
- 0.2%
- Value
- $2m
- Shares
- 250,000
New
- Octave IntelligenceOCTV
- Share
- 0.2%
- Value
- $2m
- Shares
- 125,000
New
- Chenghe Acquisition IIICHEC
- Share
- 0.2%
- Value
- $2m
- Shares
- 200,000
Held
- Archimedes Tech SPAC Partners IIIARCI
- Share
- 0.2%
- Value
- $2m
- Shares
- 200,000
Held
- FG Imperii AcquisitionFGII
- Share
- 0.2%
- Value
- $2m
- Shares
- 200,000
Held
- Legato Merger Corp. IVLEGO
- Share
- 0.2%
- Value
- $2m
- Shares
- 200,000
Held
- Satellos BioscienceMSLE
- Share
- 0.2%
- Value
- $2m
- Shares
- 230,833
Held
- Blue Water Acquisition Corp. IIIBLUW
- Share
- 0.1%
- Value
- $2m
- Shares
- 150,000
Held
- EQV Ventures Acquisition Corp. IIEVAC
- Share
- 0.1%
- Value
- $2m
- Shares
- 150,000
Held
- D Market Electr Svcs & TradiHEPS
- Share
- 0.1%
- Value
- $1m
- Shares
- 500,000
New
- Willow Lane Acquisition Corp. IIWLII
- Share
- 0.1%
- Value
- $1m
- Shares
- 125,000
New
- LightWave AcquisitionLWAC
- Share
- <0.1%
- Value
- $1m
- Shares
- 100,000
Held
- Oyster Enterprises II AcquisitionOYSE
- Share
- <0.1%
- Value
- $771,750
- Shares
- 75,000
Held
- CAECAE
- Share
- <0.1%
- Value
- $626,500
- Shares
- 25,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Capital One FinancialCOF | 7.0% | $73m | 365,000 | -3% |
| CarvanaCVNA | 4.7% | $49m | 750,000 | -3% |
| AnaptysbioANAB | 4.3% | $45m | 660,000 | +6% |
| Joint Stock Co Kaspi.kzKSPI | 3.9% | $41m | 470,000 | Held |
| Becton DickinsonBDX | 3.6% | $38m | 250,000 | +11% |
| Molina HealthcareMOH | 3.6% | $38m | 165,000 | +3% |
| Hilton Grand VacationsHGV | 3.5% | $36m | 690,000 | -11% |
| Protagonist TherapeuticsPTGX | 3.4% | $36m | 290,000 | -18% |
| MeiraGTx HoldingsMGTX | 3.0% | $31m | 2,300,000 | -6% |
| Wave Life SciencesWVE | 2.8% | $29m | 4,950,000 | Held |
| uniQureQURE | 2.5% | $26m | 575,000 | +15% |
| Amylyx PharmaceuticalsAMLX | 2.2% | $23m | 1,279,512 | -16% |
| Amentum HoldingsAMTM | 2.2% | $23m | 1,100,000 | +42% |
| TG TherapeuticsTGTX | 2.1% | $21m | 389,081 | -34% |
| Phathom PharmaceuticalsPHAT | 1.9% | $20m | 1,850,000 | Held |
| Unity SoftwareU | 1.7% | $18m | 615,000 | New |
| Western Alliance BancorporationWAL | 1.6% | $16m | 200,000 | -11% |
| IamgoldIAG | 1.5% | $16m | 1,010,000 | -4% |
| Elevance HealthELV | 1.5% | $15m | 40,000 | Held |
| First Tracks BiotherapeuticsTRAX | 1.4% | $15m | 750,000 | New |
| Knot Offshore Partners LPKNOP | 1.4% | $15m | 1,505,000 | Held |
| Sarepta TherapeuticsSRPT | 1.4% | $14m | 782,500 | +4% |
| UnitedHealth GroupUNH | 1.3% | $13m | 32,000 | Held |
| SeaSE | 1.2% | $13m | 135,000 | New |
| AlphabetGOOGL | 1.2% | $13m | 35,000 | -3% |
| Zevra TherapeuticsZVRA | 1.2% | $12m | 855,000 | -12% |
| Genuine PartsGPC | 1.1% | $12m | 101,000 | -4% |
| Aris MiningARIS | 1.1% | $11m | 770,000 | -4% |
| InflaRxIFRX | 1.1% | $11m | 5,065,000 | +53% |
| CoupangCPNG | 1.1% | $11m | 650,000 | +7% |
| GXO LogisticsGXO | 1.0% | $11m | 215,000 | -57% |
| Harmony Biosciences HoldingsHRMY | 1.0% | $11m | 294,000 | New |
| Alnylam PharmaceuticalsALNY | 1.0% | $11m | 35,000 | +67% |
| Nu HoldingsNU | 1.0% | $10m | 750,000 | New |
| Howard Hughes HoldingsHHH | 1.0% | $10m | 140,000 | +294% |
| Astrana HealthASTH | 0.9% | $10m | 210,000 | -70% |
| Enova InternationalENVA | 0.9% | $10m | 40,000 | Held |
| SeadrillSDRL | 0.9% | $9m | 240,000 | -4% |
| LennarLEN | 0.9% | $9m | 100,000 | +1900% |
| Barrick MiningB | 0.9% | $9m | 242,000 | -40% |
| Lexeo TherapeuticsLXEO | 0.8% | $9m | 1,875,000 | +56% |
| Bristow GroupVTOL | 0.8% | $8m | 205,000 | +10% |
| IconICLR | 0.8% | $8m | 48,000 | -23% |
| Builders FirstSourceBLDR | 0.8% | $8m | 90,000 | +13% |
| Shattuck LabsSTTK | 0.8% | $8m | 1,157,216 | +45% |
| AnterixATEX | 0.7% | $7m | 66,000 | +43% |
| Cartesian TherapeuticsRNAC | 0.7% | $7m | 650,000 | +97% |
| NobleNE | 0.6% | $7m | 175,000 | +17% |
| Gossamer BioGOSS | 0.6% | $6m | 39,198,868 | +684% |
| AlectorALEC | 0.6% | $6m | 3,200,000 | Held |
| DoubleDown InteractiveDDI | 0.6% | $6m | 550,000 | +7% |
| Apartment Investment & ManagementAIV | 0.6% | $6m | 2,100,000 | +45% |
| Moody'sMCO | 0.5% | $5m | 11,000 | Held |
| S&P GlobalSPGI | 0.5% | $5m | 12,087 | Held |
| Energy RecoveryERII | 0.5% | $5m | 530,000 | -4% |
| Amazon.comAMZN | 0.4% | $5m | 19,000 | -28% |
| Barnes & Noble EducationBNED | 0.4% | $4m | 349,046 | -8% |
| Atrium TherapeuticsRNA | 0.4% | $4m | 300,000 | Held |
| WW InternationalWW | 0.4% | $4m | 242,017 | +61% |
| Space Asset AcquisitionSAAQ | 0.4% | $4m | 375,000 | Held |
| Hyperliquid StrategiesPURR | 0.4% | $4m | 480,000 | -44% |
| Mereo Biopharma GroupMREO | 0.4% | $4m | 11,777,856 | Held |
| Magnum Ice CreamMICC | 0.3% | $3m | 201,000 | New |
| Inspired EntertainmentINSE | 0.3% | $3m | 423,580 | -60% |
| Silvercorp MetalsSVM | 0.3% | $3m | 333,400 | -18% |
| Aldeyra TherapeuticsALDX | 0.3% | $3m | 1,450,000 | -3% |
| Connect Biopharma HoldingsCNTB | 0.3% | $3m | 1,285,000 | +43% |
| PAN American SilverPAAS | 0.3% | $3m | 67,000 | -33% |
| Hyliion HoldingsHYLN | 0.3% | $3m | 575,000 | -21% |
| Navigator HoldingsNVGS | 0.3% | $3m | 140,000 | -25% |
| ProQR TherapeuticsPRQR | 0.2% | $3m | 1,393,067 | New |
| LaFayette AcquisitionLAFA | 0.2% | $3m | 250,000 | Held |
| ACP Holdings AcquisitionACGC | 0.2% | $2m | 250,000 | New |
| ImmunicIMUX | 0.2% | $2m | 147,245 | New |
| InvivydIVVD | 0.2% | $2m | 2,482,543 | Held |
| InsmedINSM | 0.2% | $2m | 20,000 | New |
| Octave IntelligenceOCTV | 0.2% | $2m | 125,000 | New |
| Chenghe Acquisition IIICHEC | 0.2% | $2m | 200,000 | Held |
| Archimedes Tech SPAC Partners IIIARCI | 0.2% | $2m | 200,000 | Held |
| FG Imperii AcquisitionFGII | 0.2% | $2m | 200,000 | Held |
| Legato Merger Corp. IVLEGO | 0.2% | $2m | 200,000 | Held |
| Pangaea Logistics SolutionsPANL | 0.2% | $2m | 300,000 | -3% |
| Coinbase GlobalCOIN | 0.2% | $2m | 13,000 | New |
| AmrizeAMRZ | 0.2% | $2m | 35,000 | Held |
| Hudson TechnologiesHDSN | 0.2% | $2m | 325,000 | Held |
| Satellos BioscienceMSLE | 0.2% | $2m | 230,833 | Held |
| Blue Water Acquisition Corp. IIIBLUW | 0.1% | $2m | 150,000 | Held |
| MAIA BiotechnologyMAIA | 0.1% | $2m | 1,066,666 | Held |
| EQV Ventures Acquisition Corp. IIEVAC | 0.1% | $2m | 150,000 | Held |
| D Market Electr Svcs & TradiHEPS | 0.1% | $1m | 500,000 | New |
| Pyxis OncologyPYXS | 0.1% | $1m | 459,367 | -49% |
| Willow Lane Acquisition Corp. IIWLII | 0.1% | $1m | 125,000 | New |
| ProMIS NeurosciencesPMN | 0.1% | $1m | 95,000 | +2% |
| LightWave AcquisitionLWAC | <0.1% | $1m | 100,000 | Held |
| In8bioINAB | <0.1% | $1m | 724,637 | Held |
| CardlyticsCDLX | <0.1% | $898,000 | 200,000 | New |
| Oyster Enterprises II AcquisitionOYSE | <0.1% | $771,750 | 75,000 | Held |
| CAECAE | <0.1% | $626,500 | 25,000 | Held |
| Graphic Packaging HoldingGPK | <0.1% | $605,894 | 57,322 | -89% |
| Fractyl HealthGUTS | <0.1% | $601,134 | 756,715 | -89% |
Showing the largest 100 of 125.
Options (25)
- Palantir TechnologiesPLTR
- Type
- Put
- Value
- $283m
- Contracts
- 2,428,700
- Eli LillyLLY
- Type
- Put
- Value
- $185m
- Contracts
- 154,000
- NvidiaNVDA
- Type
- Put
- Value
- $91m
- Contracts
- 456,000
- Spdr Series TrustXBI
- Type
- Put
- Value
- $85m
- Contracts
- 540,000
- AbbVieABBV
- Type
- Put
- Value
- $62m
- Contracts
- 245,000
- Madrigal PharmaceuticalsMDGL
- Type
- Put
- Value
- $48m
- Contracts
- 90,000
- Praxis Precision MedicinesPRAX
- Type
- Put
- Value
- $37m
- Contracts
- 110,400
- Alnylam PharmaceuticalsALNY
- Type
- Put
- Value
- $32m
- Contracts
- 107,500
- ARK ETF TRARKG
- Type
- Put
- Value
- $32m
- Contracts
- 750,000
- IonQIONQ
- Type
- Put
- Value
- $26m
- Contracts
- 486,700
- uniQureQURE
- Type
- Call
- Value
- $15m
- Contracts
- 316,200
- ModernaMRNA
- Type
- Put
- Value
- $11m
- Contracts
- 156,000
- LennarLEN
- Type
- Put
- Value
- $9m
- Contracts
- 100,000
- Hims & Hers HealthHIMS
- Type
- Put
- Value
- $8m
- Contracts
- 220,000
- InsmedINSM
- Type
- Put
- Value
- $4m
- Contracts
- 35,000
- Kymera TherapeuticsKYMR
- Type
- Put
- Value
- $3m
- Contracts
- 30,000
- Viking TherapeuticsVKTX
- Type
- Call
- Value
- $3m
- Contracts
- 80,000
- Iovance BiotherapeuticsIOVA
- Type
- Put
- Value
- $3m
- Contracts
- 644,300
- Coinbase GlobalCOIN
- Type
- Put
- Value
- $2m
- Contracts
- 17,000
- Novo Nordisk A SNVO
- Type
- Put
- Value
- $2m
- Contracts
- 50,000
- StrategyMSTR
- Type
- Put
- Value
- $2m
- Contracts
- 25,000
- Amylyx PharmaceuticalsAMLX
- Type
- Call
- Value
- $2m
- Contracts
- 96,600
- Ultragenyx PharmaceuticalRARE
- Type
- Put
- Value
- $2m
- Contracts
- 50,000
- TransMedics GroupTMDX
- Type
- Put
- Value
- $1m
- Contracts
- 20,000
- Harmony Biosciences HoldingsHRMY
- Type
- Put
- Value
- $535,227
- Contracts
- 14,700
| Company | Type | Value | Contracts |
|---|---|---|---|
| Palantir TechnologiesPLTR | Put | $283m | 2,428,700 |
| Eli LillyLLY | Put | $185m | 154,000 |
| NvidiaNVDA | Put | $91m | 456,000 |
| Spdr Series TrustXBI | Put | $85m | 540,000 |
| AbbVieABBV | Put | $62m | 245,000 |
| Madrigal PharmaceuticalsMDGL | Put | $48m | 90,000 |
| Praxis Precision MedicinesPRAX | Put | $37m | 110,400 |
| Alnylam PharmaceuticalsALNY | Put | $32m | 107,500 |
| ARK ETF TRARKG | Put | $32m | 750,000 |
| IonQIONQ | Put | $26m | 486,700 |
| uniQureQURE | Call | $15m | 316,200 |
| ModernaMRNA | Put | $11m | 156,000 |
| LennarLEN | Put | $9m | 100,000 |
| Hims & Hers HealthHIMS | Put | $8m | 220,000 |
| InsmedINSM | Put | $4m | 35,000 |
| Kymera TherapeuticsKYMR | Put | $3m | 30,000 |
| Viking TherapeuticsVKTX | Call | $3m | 80,000 |
| Iovance BiotherapeuticsIOVA | Put | $3m | 644,300 |
| Coinbase GlobalCOIN | Put | $2m | 17,000 |
| Novo Nordisk A SNVO | Put | $2m | 50,000 |
| StrategyMSTR | Put | $2m | 25,000 |
| Amylyx PharmaceuticalsAMLX | Call | $2m | 96,600 |
| Ultragenyx PharmaceuticalRARE | Put | $2m | 50,000 |
| TransMedics GroupTMDX | Put | $1m | 20,000 |
| Harmony Biosciences HoldingsHRMY | Put | $535,227 | 14,700 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 11.8% since 30 June 2025.
Where the money is
Health care46.3%
Financial services14.3%
Retail & consumer13.6%
Technology9.1%
Materials4.3%
Industrials3.9%
Media & telecom1.9%
Real estate1.6%
Energy1.5%
Everyday goods0.3%
Other3.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.