Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fort Baker Capital Management LP (CIK 1688382) reported $1.27B across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WBD ($203.4M, 15.96%), EA ($118.7M, 9.32%), AES ($63.0M, 4.95%), TERN ($57.8M, 4.54%), MASI ($55.7M, 4.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WBD | WARNER BROS DISCOVERY INC | $203.4M | 15.96% | 7.4M | Added |
| 2 | EA | ELECTRONIC ARTS INC | $118.7M | 9.32% | 582,458 | Added |
| 3 | AES | AES CORP | $63.0M | 4.95% | 4.5M | New |
| 4 | TERN | TERNS PHARMACEUTICALS INC | $57.8M | 4.54% | 1.1M | New |
| 5 | MASI | MASIMO CORP | $55.7M | 4.37% | 312,920 | New |
| 6 | NSC | NORFOLK SOUTHN CORP | $50.1M | 3.93% | 174,583 | New |
| 7 | LBRDK | LIBERTY BROADBAND CORP | $42.1M | 3.31% | 837,202 | Added |
| 8 | BAIN CAP GSS INVT CORP | $40.3M | 3.16% | 4.0M | Added | |
| 9 | CGCT | CARTESIAN GROWTH CORP III | $27.7M | 2.18% | 2.7M | Added |
| 10 | CHURCHILL CAP CORP XI | $25.6M | 2.01% | 2.5M | New | |
| 11 | GTEN | GORES HLDGS X INC | $23.7M | 1.86% | 2.3M | Added |
| 12 | CWAN | CLEARWATER ANALYTICS HLDGS I | $23.0M | 1.80% | 970,611 | Trimmed |
| 13 | VAC | MARRIOTT VACATIONS WORLDWIDE | $21.4M | 1.68% | 22.0M | New |
| 14 | ANSC | AGRICULTURE & NAT SOL ACQ CO | $21.2M | 1.67% | 1.9M | Hold |
| 15 | ENOV | ENOVIS CORPORATION | $20.7M | 1.63% | 21.0M | Added |
| 16 | NWE | NORTHWESTERN ENERGY GROUP IN | $20.6M | 1.62% | 313,027 | New |
| 17 | MSTR | STRATEGY INC | $19.2M | 1.51% | 22.9M | Added |
| 18 | RAAQ | REAL ASSET ACQUISITION CORP | $18.1M | 1.42% | 1.7M | New |
| 19 | COHEN CIRCLE ACQUISIT CORP I | $16.9M | 1.33% | 1.7M | Added | |
| 20 | OS | ONESTREAM INC | $16.6M | 1.30% | 689,587 | New |
| 21 | PMTR | PERIMETER ACQUISITION CORP I | $16.1M | 1.27% | 1.6M | Added |
| 22 | GRAF | GRAF GLOBAL CORP | $16.0M | 1.26% | 1.5M | Added |
| 23 | DRDB | ROMAN DBDR ACQUISITION CORP | $16.0M | 1.25% | 1.5M | Hold |
| 24 | CCIX | CHURCHILL CAPITAL CORP IX | $15.5M | 1.22% | 1.5M | Trimmed |
| 25 | CORZW | CORE SCIENTIFIC INC NEW | $15.4M | 1.21% | 1.8M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31