683 Capital Management, LLC
Net seller this quarter
$2.04B
123
-$151M
20.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 COF | $73.2M | 3.60% | 0.06% | -2.7% | Q2 2016 |
 CVNA | $49.4M | 2.42% | Not reported | -3.2% | Q3 2017 |
 ANAB | $44.6M | 2.19% | 2.27% | -29.6% | Q1 2025 |
 KSPI | $40.7M | 2.00% | 0.25% | -1.1% | Q4 2025 |
 BDX | $37.8M | 1.86% | 0.09% | +11.1% | Q4 2025 |
 MOH | $37.7M | 1.85% | 0.32% | +3.1% | Q3 2025 |
 HGV | $36.1M | 1.77% | 0.88% | -11.0% | Q3 2022 |
 PTGX | $35.5M | 1.75% | 0.45% | -18.3% | Q4 2022 |
 MGTX | $31.1M | 1.53% | 2.44% | -6.1% | Q3 2018 |
 WVE | $28.8M | 1.41% | 2.56% | +1.0% | Q2 2021 |
 QURE | $26.5M | 1.30% | 0.83% | +15.0% | Q4 2016 |
 AMLX | $23M | 1.13% | 1.15% | -16.4% | Q1 2022 |
 AMTM | $22.7M | 1.12% | 0.45% | +41.9% | Q4 2024 |
 TGTX | $21.4M | 1.05% | 0.25% | -34.1% | Q3 2018 |
 PHAT | $20.1M | 0.99% | 2.31% | Not reported | Q4 2021 |
 U | $17.6M | 0.86% | 0.14% | New | Q2 2026 |
 WAL | $16.4M | 0.81% | 0.18% | -11.1% | Q2 2023 |
 IAG | $16M | 0.79% | 0.17% | -3.8% | Q1 2020 |
 ELV | $15.5M | 0.76% | 0.02% | Not reported | Q1 2025 |
 TRAX | $15.1M | 0.74% | 2.12% | New | Q2 2026 |
 KNOP | $15M | 0.74% | 4.42% | +1.7% | Q1 2023 |
 SRPT | $14.1M | 0.69% | 0.74% | +4.3% | Q2 2023 |
 UNH | $13.3M | 0.65% | 0.00% | Not reported | Q1 2025 |
 SE | $12.9M | 0.64% | 0.08% | Not reported | Q3 2023 |
 GOOGL | $12.5M | 0.61% | 0.00% | -2.8% | Q4 2022 |
 ZVRA | $12.3M | 0.60% | 1.44% | -12.3% | Q4 2023 |
 GPC | $11.9M | 0.59% | 0.07% | -3.8% | Q1 2026 |
 ARIS | $11.5M | 0.56% | 0.37% | -3.8% | Q3 2023 |
 IFRX | $11.3M | 0.56% | 7.01% | +52.8% | Q2 2023 |
 CPNG | $11.3M | 0.55% | Not reported | +6.6% | Q1 2026 |
 GXO | $10.9M | 0.54% | 0.19% | -57.0% | Q2 2024 |
 HRMY | $10.7M | 0.53% | 0.51% | Not reported | Q1 2023 |
 ALNY | $10.5M | 0.52% | 0.03% | +66.7% | Q3 2016 |
 NU | $10M | 0.49% | Not reported | New | Q2 2026 |
 HHH | $10M | 0.49% | 0.23% | +294.4% | Q2 2024 |
 ASTH | $9.75M | 0.48% | 0.38% | -70.0% | Q1 2026 |
 ENVA | $9.63M | 0.47% | 0.16% | Not reported | Q4 2014 |
 SDRL | $9.08M | 0.45% | 0.38% | -4.0% | Q2 2017 |
 LEN | $9.05M | 0.44% | Not reported | +1900.0% | Q1 2022 |
 B | $8.89M | 0.44% | 0.01% | -39.5% | Q2 2025 |
 LXEO | $8.73M | 0.43% | 2.38% | +56.3% | Q3 2025 |
 VTOL | $8.47M | 0.42% | 0.69% | +10.2% | Q2 2025 |
 ICLR | $8.34M | 0.41% | 0.06% | -22.6% | Q1 2026 |
 BLDR | $8.05M | 0.40% | 0.08% | +12.5% | Q3 2022 |
 STTK | $8.03M | 0.39% | 1.15% | +44.7% | Q4 2023 |
 ATEX | $6.79M | 0.33% | 0.34% | +43.5% | Q1 2026 |
 RNAC | $6.77M | 0.33% | 2.16% | +97.0% | Q1 2020 |
 NE | $6.53M | 0.32% | 0.11% | +16.7% | Q4 2022 |
 GOSS | $6.45M | 0.32% | 8.02% | +684.0% | Q3 2023 |
 ALEC | $6.43M | 0.32% | 2.87% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| COF | $68.4M | 3.57% | 0.06% | +11.9% | Q2 2016 |
| CVNA | $48.7M | 2.54% | Not reported | +3.3% | Q3 2017 |
| PTGX | $37.4M | 1.95% | 0.55% | -6.7% | Q4 2022 |
| WVE | $35.5M | 1.85% | 2.55% | +22.0% | Q2 2021 |
| BDX | $35.4M | 1.85% | 0.08% | +150.0% | Q4 2025 |
| KSPI | $35.2M | 1.84% | 0.25% | +79.3% | Q4 2025 |
| ANAB | $34.7M | 1.81% | 2.15% | -3.6% | Q1 2025 |
| HGV | $30.3M | 1.58% | 0.96% | +4.0% | Q3 2022 |
| GXO | $25.9M | 1.35% | 0.43% | -27.0% | Q2 2024 |
| MOH | $21.3M | 1.11% | 0.31% | +18.5% | Q3 2025 |
| AMLX | $21.3M | 1.11% | 1.38% | -7.3% | Q1 2022 |
| MGTX | $21.2M | 1.11% | 3.01% | -4.3% | Q3 2018 |
| PHAT | $20.6M | 1.07% | 2.33% | +3.6% | Q4 2021 |
| AMTM | $20.2M | 1.05% | 0.32% | -7.2% | Q4 2024 |
| IAG | $19.8M | 1.03% | 0.18% | +16.7% | Q1 2020 |
| TGTX | $19.6M | 1.02% | 0.39% | +63.9% | Q3 2018 |
| ASTH | $17.2M | 0.90% | 1.26% | New | Q1 2026 |
| SRPT | $16.3M | 0.85% | 0.71% | -7.4% | Q2 2023 |
| B | $16.3M | 0.85% | 0.02% | Not reported | Q2 2025 |
| WAL | $15.9M | 0.83% | 0.20% | +125.0% | Q2 2023 |
| KNOP | $14.9M | 0.78% | 4.35% | +1.4% | Q1 2023 |
| ARIS | $14.9M | 0.78% | 0.39% | -11.1% | Q3 2023 |
 LLY | $13.8M | 0.72% | 0.00% | Not reported | Q1 2025 |
| ELV | $11.7M | 0.61% | 0.02% | -4.8% | Q1 2025 |
| CPNG | $11.5M | 0.60% | Not reported | New | Q1 2026 |
| SDRL | $11.4M | 0.59% | 0.40% | +25.0% | Q2 2017 |
| FOLD | $11.2M | 0.58% | 0.25% | -3.1% | Q1 2025 |
| GPC | $11.1M | 0.58% | 0.08% | New | Q1 2026 |
| GOOGL | $10.4M | 0.54% | 0.00% | Not reported | Q4 2022 |
| APLS | $10.1M | 0.52% | 0.20% | -24.2% | Q4 2022 |
 LEN.B | $9.67M | 0.50% | Not reported | Not reported | Q1 2022 |
 BKNG | $9.26M | 0.48% | 0.01% | New | Q1 2026 |
| ZVRA | $9.09M | 0.47% | 1.65% | +7.7% | Q4 2023 |
| VTOL | $8.72M | 0.46% | 0.63% | Not reported | Q2 2025 |
| UNH | $8.66M | 0.45% | 0.00% | -28.9% | Q1 2025 |
 CCOI | $8.48M | 0.44% | 0.90% | -25.0% | Q1 2024 |
| QURE | $8.17M | 0.43% | 0.79% | +29.9% | Q4 2016 |
 INSE | $7.48M | 0.39% | 3.93% | -1.2% | Q4 2016 |
| NE | $7.36M | 0.38% | 0.09% | +361.5% | Q4 2022 |
| ALNY | $6.95M | 0.36% | 0.02% | +455.3% | Q3 2016 |
| LXEO | $6.89M | 0.36% | 1.62% | +7.1% | Q3 2025 |
| ALEC | $6.88M | 0.36% | 2.88% | -4.5% | Q3 2025 |
| ICLR | $6.86M | 0.36% | 0.08% | New | Q1 2026 |
| BLDR | $6.59M | 0.34% | 0.07% | +122.2% | Q3 2022 |
 GSAT | $6.51M | 0.34% | 0.08% | -16.2% | Q3 2018 |
 FRNM | $6.16M | 0.32% | 6.31% | -12.3% | Q2 2024 |
 AIV | $5.9M | 0.31% | 1.03% | New | Q1 2026 |
 ERII | $5.54M | 0.29% | 1.06% | Not reported | Q4 2015 |
 AMZN | $5.52M | 0.29% | 0.00% | Not reported | Q1 2020 |
 PAAS | $5.46M | 0.29% | 0.02% | Not reported | Q3 2016 |
| Q4 2025 | |||||
| COF | $81.2M | 3.53% | 0.05% | +3.1% | Q2 2016 |
| WVE | $68.3M | 2.97% | 2.14% | -3.3% | Q2 2021 |
| CVNA | $63.3M | 2.75% | Not reported | Not reported | Q3 2017 |
| GXO | $36.1M | 1.57% | 0.60% | -11.6% | Q2 2024 |
| HGV | $33.3M | 1.45% | 0.90% | +19.2% | Q3 2022 |
| PTGX | $33.2M | 1.45% | 0.61% | -6.6% | Q4 2022 |
| ANAB | $31.4M | 1.37% | 2.31% | +18.5% | Q1 2025 |
 UWMC | $30.9M | 1.34% | 6.84% | -4.7% | Q2 2025 |
| PHAT | $29.6M | 1.29% | 2.50% | -1.9% | Q4 2021 |
 WDC | $24.7M | 1.07% | 0.04% | -57.7% | Q4 2024 |
| AMTM | $24.2M | 1.05% | 0.34% | -34.5% | Q4 2024 |
| MOH | $23.4M | 1.02% | 0.26% | +66.7% | Q3 2025 |
| KSPI | $20.7M | 0.90% | 0.14% | New | Q4 2025 |
| MGTX | $20.3M | 0.89% | 3.15% | -2.5% | Q3 2018 |
| AMLX | $19.9M | 0.87% | 1.50% | -6.3% | Q1 2022 |
| BDX | $17.5M | 0.76% | 0.03% | New | Q4 2025 |
| SRPT | $17.4M | 0.76% | 0.77% | -18.2% | Q2 2023 |
| B | $17.4M | 0.76% | 0.02% | -46.7% | Q2 2025 |
| GOSS | $16.1M | 0.70% | 2.22% | +2.6% | Q3 2023 |
| HRMY | $15.5M | 0.68% | 0.72% | +47.2% | Q1 2023 |
| KNOP | $15.1M | 0.66% | 4.29% | 0.0% | Q1 2023 |
| UNH | $14.9M | 0.65% | 0.01% | -6.3% | Q1 2025 |
| IAG | $14.8M | 0.65% | 0.15% | Not reported | Q1 2020 |
| ELV | $14.7M | 0.64% | 0.02% | +133.3% | Q1 2025 |
| ARIS | $14.6M | 0.64% | 0.44% | Not reported | Q3 2023 |
 GUTS | $13.3M | 0.58% | 3.94% | +30.1% | Q1 2024 |
| CCOI | $12.9M | 0.56% | 1.20% | -7.7% | Q1 2024 |
 SUNC | $11.6M | 0.50% | Not reported | New | Q4 2025 |
| FOLD | $11.4M | 0.50% | 0.26% | -4.2% | Q1 2025 |
| GOOGL | $11.3M | 0.49% | 0.00% | Not reported | Q4 2022 |
| LXEO | $11.1M | 0.48% | 1.53% | +21.4% | Q3 2025 |
| LEN.B | $10.9M | 0.48% | Not reported | Not reported | Q1 2022 |
| TGTX | $10.7M | 0.47% | 0.23% | +10.8% | Q3 2018 |
| INSE | $9.93M | 0.43% | 3.95% | -5.7% | Q4 2016 |
| VTYX | $9.39M | 0.41% | 1.46% | +4.0% | Q4 2023 |
| QURE | $9.21M | 0.40% | 0.62% | -64.0% | Q4 2016 |
| WAL | $8.41M | 0.37% | 0.09% | Not reported | Q2 2023 |
| FRNM | $8.35M | 0.36% | 7.19% | +28.2% | Q2 2024 |
| APLS | $8.29M | 0.36% | 0.26% | +14.6% | Q4 2022 |
| ZVRA | $8.11M | 0.35% | 1.59% | -7.2% | Q4 2023 |
 SOLS | $7.93M | 0.34% | 0.10% | New | Q4 2025 |
 ALDX | $7.93M | 0.34% | 2.54% | +86.6% | Q2 2017 |
 GPK | $7.8M | 0.34% | 0.18% | New | Q4 2025 |
 IVVD | $7.16M | 0.31% | 1.03% | -54.0% | Q4 2021 |
| GSAT | $7.14M | 0.31% | 0.09% | -2.5% | Q3 2018 |
| SDRL | $6.92M | 0.30% | 0.32% | Not reported | Q2 2017 |
| VTOL | $6.81M | 0.30% | 0.64% | +6.1% | Q2 2025 |
| LEN | $6.73M | 0.29% | Not reported | -17.1% | Q1 2022 |
 XHR | $6.41M | 0.28% | 0.49% | -29.8% | Q1 2015 |
 VKTX | $6.4M | 0.28% | 0.16% | -24.2% | Q4 2022 |
| Q3 2025 | |||||
| COF | $69.1M | 3.61% | 0.05% | +1.1% | Q2 2016 |
| QURE | $62.5M | 3.26% | 1.72% | -16.7% | Q4 2016 |
| CVNA | $56.6M | 2.96% | Not reported | -3.2% | Q3 2017 |
| UWMC | $45.1M | 2.35% | 7.18% | +54.2% | Q2 2025 |
| GXO | $41M | 2.14% | 0.68% | -17.6% | Q2 2024 |
| WDC | $40.7M | 2.13% | 0.10% | Not reported | Q4 2024 |
| AMTM | $30.5M | 1.60% | 0.52% | -21.8% | Q4 2024 |
| WVE | $30.4M | 1.59% | 2.59% | +1.2% | Q2 2021 |
| PTGX | $27.1M | 1.41% | 0.65% | -8.4% | Q4 2022 |
| HGV | $26.1M | 1.37% | 0.72% | -19.4% | Q3 2022 |
| CCOI | $24.9M | 1.30% | 1.32% | +132.1% | Q1 2024 |
| B | $24.6M | 1.28% | 0.04% | -45.5% | Q2 2025 |
| AMLX | $23.9M | 1.25% | 1.60% | -18.5% | Q1 2022 |
| MGTX | $21.6M | 1.13% | 3.26% | -2.4% | Q3 2018 |
| PHAT | $21.4M | 1.12% | 2.56% | -13.5% | Q4 2021 |
| SRPT | $19.1M | 1.00% | 0.94% | +46.7% | Q2 2023 |
| LLY | $17.4M | 0.91% | 0.00% | +28.2% | Q1 2025 |
| ANAB | $16.7M | 0.88% | 1.98% | +9.4% | Q1 2025 |
| UNH | $16.6M | 0.87% | 0.01% | -13.5% | Q1 2025 |
 BBIO | $15.6M | 0.81% | 0.16% | -29.4% | Q1 2024 |
| MOH | $15.5M | 0.81% | 0.16% | New | Q3 2025 |
| LEN.B | $13.8M | 0.72% | Not reported | Not reported | Q1 2022 |
| GOSS | $13.3M | 0.70% | 2.19% | -20.2% | Q3 2023 |
| KNOP | $12.9M | 0.67% | 4.29% | -7.9% | Q1 2023 |
 ERO | $12.1M | 0.63% | 0.58% | -42.9% | Q1 2022 |
 SNDK | $11.9M | 0.62% | 0.07% | -19.7% | Q1 2025 |
| TGTX | $11.7M | 0.61% | 0.21% | Not reported | Q3 2018 |
| IAG | $11.6M | 0.61% | 0.16% | +76.5% | Q1 2020 |
 ASML | $10.6M | 0.56% | 0.00% | -24.9% | Q3 2024 |
| INSE | $10.6M | 0.55% | 4.18% | -17.6% | Q4 2016 |
 MREO | $10M | 0.52% | 0.61% | +12.1% | Q4 2022 |
| LEN | $9.96M | 0.52% | Not reported | Not reported | Q1 2022 |
| ZVRA | $9.27M | 0.48% | 1.73% | -13.3% | Q4 2023 |
| XHR | $8.85M | 0.46% | 0.68% | -27.5% | Q1 2015 |
| ARIS | $8.82M | 0.46% | 0.53% | -40.0% | Q3 2023 |
| GOOGL | $8.75M | 0.46% | 0.00% | Not reported | Q4 2022 |
| WAL | $8.67M | 0.45% | 0.09% | -14.9% | Q2 2023 |
| HRMY | $7.77M | 0.41% | 0.49% | -6.6% | Q1 2023 |
 PRCH | $7.55M | 0.39% | 0.37% | Not reported | Q4 2020 |
| GUTS | $7.39M | 0.39% | 3.52% | +620.9% | Q1 2024 |
| IVVD | $6.93M | 0.36% | 2.94% | +105.2% | Q4 2021 |
 TVRD | $6.77M | 0.35% | 1.88% | Not reported | Q2 2025 |
| FOLD | $6.58M | 0.34% | 0.27% | -13.0% | Q1 2025 |
| APLS | $6.52M | 0.34% | 0.23% | -29.8% | Q4 2022 |
| VTOL | $6.32M | 0.33% | 0.61% | +98.9% | Q2 2025 |
| VKTX | $6.31M | 0.33% | 0.21% | -5.5% | Q4 2022 |
| LXEO | $6.13M | 0.32% | 1.68% | New | Q3 2025 |
| SDRL | $6.04M | 0.32% | 0.32% | -7.0% | Q2 2017 |
| AMZN | $5.82M | 0.30% | 0.00% | -5.4% | Q1 2020 |
| ELV | $5.82M | 0.30% | 0.01% | -28.0% | Q1 2025 |