HIGHBRIDGE CAPITAL MANAGEMENT LLC

Quant stat arb Low signal CIK 919185
League rank
#156
in Quant stat arb · #7307 overall
Long book
$1.10B
Q1 2026
Positions
239
Top-10 weight
38%
concentration
Last quarter
+0.2%
SPY +14.8%
Turnover
64%
of book per quarter

Strategy in plain words

auto-generated from filings

HIGHBRIDGE CAPITAL MANAGEMENT LLC is a quantitative fund whose holdings reflect models, not opinions, running a $1.10B US long book across 239 positions.

The portfolio is moderately concentrated (top 10 ≈ 38% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ELECTRONIC ARTS INC, HOLOGIC INC, NEXTERA ENERGY INC, WIX.COM LTD, LEARWATER ANALYTICS HLDGS I.

Over the last 9 quarters its long book ran on average 3.5pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-7.1%
Q2 2024
+20.5%
Q3 2024
-5.1%
Q4 2024
-1.5%
Q1 2025
+4.9%
Q2 2025
-0.1%
Q3 2025
+1.3%
Q4 2025
-4.5%
Q1 2026
+0.2%

Sector allocation

Financials
36%
Technology
27%
Utilities
16%
Other
11%
Services media
5%
Communications
2%
Real estate
1%
Healthcare
1%

Long book by quarter

$368.4M
Q1 2024
$439.3M
Q2 2024
$623.0M
Q3 2024
$772.6M
Q4 2024
$682.3M
Q1 2025
$691.3M
Q2 2025
$720.0M
Q3 2025
$1.27B
Q4 2025
$1.10B
Q1 2026

What does HIGHBRIDGE CAPITAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
EA ELECTRONIC ARTS INCTechnology545.9K$110.6M10.0%+3.2%
HO1 HOLOGIC INC821.2K$62.0M5.6%+34.2%
NEE NEXTERA ENERGY INCUtilities800.0K$40.1M3.6%New
WIX WIX.COM LTDTechnology424.6K$38.2M3.5%New
NVRI ENVIRI CORPUtilities1.8M$34.3M3.1%+21.6%
BHF BRIGHTHOUSE FINANCIAL INCFinancials438.4K$26.3M2.4%+59.2%
BELFA BEL FUSE INC-CL ATechnology138.5K$25.0M2.3%New
PPLI PEOPLE INCTechnology568.5K$22.2M2.0%+36.2%
FAC FACTORIAL ENERGY INCTechnology2.0M$20.8M1.9%+1.3%
KVUE KENVUE INCOther1.2M$20.2M1.8%Held
NWE NORTHWESTERN ENERGY GROUP INUtilities287.3K$18.9M1.7%New
AES AES CORPUtilities1.3M$18.7M1.7%New
HDRN HADRON ENERGY INCUtilities1.7M$18.5M1.7%-7.7%
DRDB ROMAN DBDR ACQUISITION CORPFinancials1.7M$18.0M1.6%+587.7%
ENHA ENHANCED GROUP INCServices media1.7M$17.5M1.6%+94.8%
HVII HENNESSY CAPITAL INVESTMENTUtilities1.7M$17.2M1.6%+10.8%
GRAF GRAF GLOBAL CORP-CL AFinancials1.5M$16.2M1.5%+0.8%
BCAR D. BORAL ARC ACQUISIT - CL ATechnology1.5M$15.4M1.4%New
MBVI M3-BRIGADE ACQUISITION-CL AFinancials1.5M$14.8M1.3%Held
WBD WARNER BROS DISCOVERY INCCommunications543.3K$14.7M1.3%New
ARTC ART TECHNOLOGY ACQUISIT-CL AFinancials1.5M$14.7M1.3%New
DMAA DRUGS MADE IN AMERICA ACQUISFinancials1.3M$13.9M1.3%New
SSAC SPACSPHERE ACQUISITION-CL AFinancials1.4M$13.7M1.2%New
BATRK ATLANTA BRAVES HOLDINGS IN-CServices media310.2K$13.0M1.2%-27.2%
KTWO K2 CAPITAL ACQUISITION-CL AFinancials1.2M$12.2M1.1%New
EMPD EMPERY DIGITAL INCFinancials2.9M$12.1M1.1%+55.9%
GIX GIGCAPITAL9 CORP-CL AFinancials1.2M$12.1M1.1%New
CRAN CRANE HARBOR ACQUISITIO-CL AFinancials1.2M$11.9M1.1%New
AEXA AMERICAN EXCEPTIONALISM-CL AFinancials1.0M$10.9M1.0%+755.0%
CCIX CHURCHILL CAPITAL CORP IXTechnology1.0M$10.7M1.0%New
HCMA HCM III ACQUISITION COR-CL AFinancials1.0M$10.1M0.9%Held
XFLH XFLH CAPITAL CORPFinancials941.0K$9.3M0.8%New
CAEP CANTOR EQUITY PARTNERS III-A863.8K$8.9M0.8%+21.6%
FGII FG IMPERII ACQUISITION-CL AFinancials888.4K$8.8M0.8%New
MCHP MICROCHIP TECHNOLOGY INCTechnology150.0K$8.6M0.8%New
STHO STAR HOLDINGSReal estate1.1M$8.4M0.8%-4.7%
BEAG BOLD EAGLE ACQUISITION COR-AFinancials765.4K$8.1M0.7%New
FOUR SHIFT4 PAYMENTS INCServices media150.0K$8.0M0.7%New
TVA TEXAS VENTURES ACQUISITION-AFinancials738.7K$7.7M0.7%New
FGMC FG MERGER II CORPFinancials700.3K$7.1M0.6%+25.1%
LLYVK LIBERTY LIVE HOLDINGS-CServices media75.9K$6.8M0.6%+977.2%
ANSC AGRICULTURE & NATURAL SOLUTIFinancials558.6K$6.3M0.6%New
WLAC WILLOW LANE ACQUISITION-CL A573.6K$6.1M0.6%+78.2%
CEPV CANTOR EQUITY PARTNERS-CL AFinancials600.0K$6.1M0.5%Held
GLIBK LIBERTY CAPITAL CORP-CL CCommunications152.9K$5.6M0.5%-55.2%
NBRG NEWBRIDGE ACQUISITION LTD-AFinancials531.0K$5.2M0.5%New
SRPT SAREPTA THERAPEUTICS INCHealthcare250.0K$5.1M0.5%-37.5%
TACO BERTO ACQUISITION CORPFinancials500.0K$5.1M0.5%Held
CRAC CROWN RESERVE ACQUISITI-CL AFinancials500.8K$5.0M0.5%New
GPAT GP-ACT III ACQUISITION-AFinancials452.1K$4.9M0.4%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 2026378$3.09B canonicalSEC ↗
Q4 202513F-HRFeb 11, 2026297$3.14B canonicalSEC ↗
Q3 202513F-HRNov 10, 2025307$2.30B canonicalSEC ↗
Q2 202513F-HRAug 12, 2025289$2.45B canonicalSEC ↗
Q1 202513F-HRMay 12, 2025253$2.47B canonicalSEC ↗
Q4 202413F-HRFeb 12, 2025304$2.67B canonicalSEC ↗
Q3 202413F-HRNov 8, 2024339$3.10B canonicalSEC ↗
Q2 202413F-HRAug 12, 2024338$3.13B canonicalSEC ↗
Q1 202413F-HRMay 10, 2024342$2.73B canonicalSEC ↗