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.
Sculptor Capital LP (CIK 1054587) reported $9.61B across 164 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LITE ($583.9M, 6.08%), WDC ($502.1M, 5.23%), LITE ($469.6M, 4.89%), LITE ($399.7M, 4.16%), FWONK ($353.9M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LITE | LUMENTUM HLDGS INC | $583.9M | 6.08% | 57.9M | Added |
| 2 | WDC | WESTERN DIGITAL CORP | $502.1M | 5.23% | 70.0M | Trimmed |
| 3 | LITE | LUMENTUM HLDGS INC | $469.6M | 4.89% | 87.5M | Added |
| 4 | LITE | LUMENTUM HLDGS INC | $399.7M | 4.16% | 57.0M | Trimmed |
| 5 | FWONK | LIBERTY MEDIA CORP DEL | $353.9M | 3.68% | 4.2M | Trimmed |
| 6 | SHC | SOTERA HEALTH CO | $311.4M | 3.24% | 21.7M | Added |
| 7 | GMED | GLOBUS MED INC | $263.5M | 2.74% | 3.1M | Added |
| 8 | KVUE | KENVUE INC | $222.2M | 2.31% | 12.9M | Hold |
| 9 | SATS | ECHOSTAR CORP | $200.4M | 2.09% | 1.7M | Added |
| 10 | NSC | NORFOLK SOUTHN CORP | $189.0M | 1.97% | 658,413 | Added |
| 11 | LYV | LIVE NATION ENTERTAINMENT IN | $185.5M | 1.93% | 1.2M | Added |
| 12 | MKSI | MKS INC. | $181.7M | 1.89% | 109.5M | New |
| 13 | SATS | ECHOSTAR CORP | $135.8M | 1.41% | 38.0M | Added |
| 14 | NVDA | NVIDIA CORPORATION | $128.0M | 1.33% | 734,000 | Trimmed |
| 15 | BRKR | BRUKER CORP | $118.1M | 1.23% | 3.3M | Added |
| 16 | BABA | ALIBABA GROUP HLDG LTD | $114.5M | 1.19% | 82.5M | Added |
| 17 | LITE | LUMENTUM HLDGS INC | $111.4M | 1.16% | 158,500 | Hold |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $109.2M | 1.14% | 323,000 | Added |
| 19 | BAC | BANK AMERICA CORP | $108.8M | 1.13% | 2.2M | Added |
| 20 | VIK | VIKING HOLDINGS LTD | $105.4M | 1.10% | 1.4M | Trimmed |
| 21 | PATK | PATRICK INDS INC | $103.5M | 1.08% | 59.5M | Added |
| 22 | AMAT | APPLIED MATLS INC | $101.8M | 1.06% | 297,800 | New |
| 23 | LIBERTY LIVE HOLDINGS INC | $100.8M | 1.05% | 1.1M | Hold | |
| 24 | GOOGL | ALPHABET INC | $99.5M | 1.04% | 346,000 | Added |
| 25 | ALB-PA | ALBEMARLE CORP | $100.4M | 1.04% | 1.4M | Added |
Source: SEC Form 13F filings · as of 2026-03-31