Sculptor Capital LP

data from 30/09/2025

Capitalization

$ 8.471 B 19.76 %

Average holding period

4 ans

Performance

$ 40.995 B 88 880.40 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Sculptor Capital LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 FWONK LIBERTY MEDIA CORP DEL 5.82% 493.407 M $ 4723855 2023/09/30 -249.999 K $ -0.05 %
2025/09/30 STRATEGY INC 2.79% 236.589 M $ 125000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 FBTC FIDELITY WISE ORIGIN BITCOIN 2.58% 218.457 M $ 2188727 2024/12/31 12.738 M $ 6.19 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 2.53% 213.984 M $ 3292068 2024/03/31 17.007 M $ 6.19 %
2025/09/30 SHC SOTERA HEALTH CO 2.48% 209.867 M $ 13341800 2024/12/31 53.015 M $ 41.46 %
2025/09/30 GMED GLOBUS MED INC 2.37% 200.445 M $ 3500000 2023/12/31 -4.831 M $ -2.97 %
2025/09/30 SEA LTD 2.33% 197.482 M $ 100000000 2024/09/30 19.950 M $ 10.70 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 1.93% 163.400 M $ 1000000 2024/06/30 8.747 M $ 8.01 %
2025/09/30 NSC NORFOLK SOUTHN CORP 1.80% 152.608 M $ 508000 2025/06/30 1.733 M $ 17.36 %
2025/09/30 WESTERN DIGITAL CORP 1.70% 144.148 M $ 45000000 2025/06/30 24.675 M $ 78.56 %
2025/09/30 AMZN AMAZON COM INC 1.63% 137.980 M $ 628411 2018/12/31 61.993 K $ 0.08 %
2025/09/30 LUMENTUM HLDGS INC 1.58% 133.916 M $ 79500000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LUMENTUM HLDGS INC 1.50% 126.952 M $ 52500000 2024/12/31 24.200 M $ 57.22 %
2025/09/30 SOMNIGROUP INTERNATIONAL INC 1.38% 116.544 M $ 1382000 2025/06/30 24.420 M $ 23.92 %
2025/09/30 RIVIAN AUTOMOTIVE INC 1.36% 115.063 M $ 125000000 2024/12/31 2.531 M $ 2.06 %
2025/09/30 SEAGATE HDD CAYMAN 1.27% 107.501 M $ 37500000 2024/09/30 72.225 M $ 59.40 %
2025/09/30 LLYVA LIBERTY MEDIA CORP DEL 1.22% 103.730 M $ 1100000 2023/09/30 16.302 M $ 18.65 %
2025/09/30 BLOOM ENERGY CORP 1.20% 101.681 M $ 24500000 2025/06/30 82.200 M $ 193.91 %
2025/09/30 CYBR CYBERARK SOFTWARE LTD 1.18% 100.012 M $ 207000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRKR BRUKER CORP 1.18% 99.900 M $ 3074801 2024/09/30 -26.782 M $ -21.14 %
2025/09/30 LLYVK LIBERTY MEDIA CORP DEL 1.13% 95.855 M $ 988500 2023/09/30 12.909 M $ 19.48 %
2025/09/30 BE BLOOM ENERGY CORP 1.10% 93.120 M $ 1101100 2024/09/30 65.508 M $ 253.55 %
2025/09/30 GOOGL ALPHABET INC 1.07% 90.433 M $ 372000 2024/06/30 0.000 $ 0.00 %
2025/09/30 HLN HALEON PLC 1.05% 89.250 M $ 9949868 2022/09/30 -13.930 M $ -13.50 %
2025/09/30 GWRE GUIDEWIRE SOFTWARE INC 1.04% 87.807 M $ 382000 2024/12/31 -1.081 M $ -2.37 %
2025/09/30 FHN FIRST HORIZON CORPORATION 1.02% 86.393 M $ 3821000 2022/03/31 6.345 M $ 6.65 %
2025/09/30 ALIBABA GROUP HLDG LTD 0.98% 82.748 M $ 45000000 2025/06/30 112.575 M $ 44.72 %
2025/09/30 PATRICK INDS INC 0.97% 82.477 M $ 50595000 2025/03/31 3.038 M $ 9.42 %
2025/09/30 RIVN RIVIAN AUTOMOTIVE INC 0.92% 77.935 M $ 5308900 2023/03/31 4.666 M $ 6.84 %
2025/09/30 SNOWFLAKE INC 0.88% 74.387 M $ 47500000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SMCI SUPER MICRO COMPUTER INC 0.88% 74.379 M $ 1551500 2024/12/31 -1.616 M $ -2.18 %
2025/09/30 VIK VIKING HOLDINGS LTD 0.87% 73.473 M $ 1182000 2024/06/30 13.465 M $ 16.64 %
2025/09/30 META META PLATFORMS INC 0.86% 73.144 M $ 99600 2023/12/31 -461.895 K $ -0.50 %
2025/09/30 PK PARK HOTELS & RESORTS INC 0.85% 72.398 M $ 6534153 2025/03/31 5.554 M $ 8.31 %
2025/09/30 VVV VALVOLINE INC 0.85% 71.820 M $ 2000000 2024/03/31 -5.880 M $ -5.18 %
2025/09/30 FWONA LIBERTY MEDIA CORP DEL 0.84% 71.415 M $ 750000 2023/09/30 195.000 K $ 0.27 %
2025/09/30 FORD MTR CO 0.84% 70.978 M $ 70000000 2022/03/31 1.966 M $ 2.34 %
2025/09/30 STRATEGY INC 0.82% 69.525 M $ 31000000 2025/06/30 -14.850 M $ -19.42 %
2025/09/30 BAC BANK AMERICA CORP 0.79% 67.101 M $ 1300655 2023/12/31 4.708 M $ 9.02 %
2025/09/30 LUMENTUM HLDGS INC 0.78% 66.356 M $ 47500000 2025/09/30 0.000 $ 0.00 %
2025/09/30 HWM HOWMET AEROSPACE INC 0.78% 66.031 M $ 336500 2024/12/31 3.116 M $ 5.43 %
2025/09/30 EA ELECTRONIC ARTS INC 0.77% 65.149 M $ 323000 2025/09/30 0.000 $ 0.00 %
2025/09/30 NVDA NVIDIA CORPORATION 0.76% 64.743 M $ 347000 2024/06/30 9.921 M $ 18.10 %
2025/09/30 FCNCA FIRST CTZNS BANCSHARES INC D 0.76% 64.487 M $ 36043 2023/03/31 -6.937 M $ -8.55 %
2025/09/30 PEABODY ENGR CORP 0.75% 63.928 M $ 42500000 2025/03/31 0.000 $ 0.00 %
2025/09/30 COINBASE GLOBAL INC 0.75% 63.841 M $ 57500000 2024/12/31 -2.500 M $ -4.32 %
2025/09/30 PPL CAP FDG INC 0.74% 62.847 M $ 54967000 2024/03/31 3.298 M $ 5.56 %
2025/09/30 MSTR STRATEGY INC 0.73% 62.090 M $ 192700 2024/03/31 -14.354 M $ -20.29 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.73% 61.761 M $ 195800 2023/12/31 5.826 M $ 8.80 %
2025/09/30 LI LI AUTO INC 0.72% 61.095 M $ 2411000 2024/09/30 -4.245 M $ -6.53 %
2025/09/30 SNOWFLAKE INC 0.72% 60.755 M $ 40000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.71% 59.857 M $ 334900 2024/09/30 21.876 M $ 57.60 %
2025/09/30 SPR SPIRIT AEROSYSTEMS HLDGS INC 0.71% 59.791 M $ 1549000 2025/06/30 602.100 K $ 1.18 %
2025/09/30 SUPER MICRO COMPUTER INC 0.69% 58.151 M $ 57500000 2025/06/30 -700.000 K $ -3.81 %
2025/09/30 NEBIUS GROUP N.V. 0.67% 56.505 M $ 503300 2025/06/30 22.651 M $ 102.91 %
2025/09/30 CSX CSX CORP 0.66% 55.786 M $ 1571000 2024/12/31 887.039 K $ 8.83 %
2025/09/30 SEMTECH CORP 0.65% 54.961 M $ 27500000 2025/03/31 4.480 M $ 38.91 %
2025/09/30 WOLF Wolfspeed Inc/DE 0.65% 54.695 M $ 1912400 2023/09/30 15.742 M $ 7 071.52 %
2025/09/30 GEV GE VERNOVA INC 0.63% 53.189 M $ 86500 2024/09/30 7.426 M $ 16.21 %
2025/09/30 CORZW CORE SCIENTIFIC INC NEW 0.60% 51.042 M $ 4413497 2024/06/30 3.052 M $ 7.29 %
2025/09/30 JD.COM INC 0.54% 46.051 M $ 37900350 2025/06/30 4.761 M $ 7.95 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.54% 45.943 M $ 164500 2025/09/30 0.000 $ 0.00 %
2025/09/30 APO-PA APOLLO GLOBAL MGMT INC 0.54% 45.422 M $ 646298 2024/06/30 -5.900 M $ -6.11 %
2025/09/30 SNOW SNOWFLAKE INC 0.53% 45.110 M $ 200000 2025/06/30 356.000 K $ 0.80 %
2025/09/30 SATS ECHOSTAR CORP 0.52% 43.903 M $ 574946 2024/03/31 4.075 M $ 175.67 %
2025/09/30 AER AERCAP HOLDINGS NV 0.51% 43.197 M $ 357000 2025/09/30 0.000 $ 0.00 %
2025/09/30 LI AUTO INC 0.51% 42.999 M $ 37500000 2024/06/30 -1.600 M $ -3.36 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.47% 39.598 M $ 1498800 2024/06/30 12.226 M $ 45.09 %
2025/09/30 TXNM ENERGY INC 0.46% 39.237 M $ 30000000 2025/06/30 300.000 K $ 0.77 %
2025/09/30 SOUTHERN CO 0.46% 39.004 M $ 35000000 2025/06/30 400.000 K $ 0.91 %
2025/09/30 COIN COINBASE GLOBAL INC 0.45% 38.406 M $ 113800 2024/09/30 -1.385 M $ -3.71 %
2025/09/30 TRIP COM GROUP LTD 0.45% 38.291 M $ 30000000 2025/06/30 4.250 M $ 15.31 %
2025/09/30 DEXCOM INC 0.43% 36.498 M $ 40000000 2024/06/30 -830.699 K $ -2.95 %
2025/09/30 MSFT MICROSOFT CORP 0.43% 36.257 M $ 70000 2015/12/31 0.000 $ 0.00 %
2025/09/30 BITB BITWISE BITCOIN ETF TR 0.40% 34.301 M $ 551278 2025/03/31 1.334 M $ 6.20 %
2025/09/30 PENN ENTERTAINMENT INC 0.40% 33.649 M $ 32546000 2020/06/30 -325.460 K $ -0.96 %
2025/09/30 TRANSMEDICS GROUP INC 0.39% 33.147 M $ 23500000 2024/06/30 -2.300 M $ -12.45 %
2025/09/30 SE SEA LTD 0.37% 31.707 M $ 177400 2024/09/30 3.333 M $ 11.75 %
2025/09/30 K KELLANOVA 0.37% 31.414 M $ 383000 2025/06/30 953.669 K $ 3.13 %
2025/09/30 SPIRIT AEROSYSTEMS INC 0.35% 30.063 M $ 20288000 2024/12/31 131.780 K $ 0.68 %
2025/09/30 AAL AMERICAN AIRLS GROUP INC 0.34% 28.771 M $ 2559700 2023/03/31 66.853 K $ 0.18 %
2025/09/30 DAL DELTA AIR LINES INC DEL 0.34% 28.375 M $ 500000 2024/09/30 3.785 M $ 15.39 %
2025/09/30 GME GAMESTOP CORP NEW 0.33% 27.648 M $ 1013500 2025/03/31 1.575 M $ 11.85 %
2025/09/30 BILI BILIBILI INC 0.32% 27.045 M $ 962800 2025/06/30 4.552 M $ 30.96 %
2025/09/30 HERTZ CORP 0.31% 26.381 M $ 18810065 2025/09/30 0.000 $ 0.00 %
2025/09/30 AFFIRM HLDGS INC 0.31% 26.230 M $ 27500000 2024/03/31 453.055 K $ 1.93 %
2025/09/30 PG&E CORP 0.30% 25.342 M $ 25000000 2024/12/31 1.152 M $ 1.68 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.29% 24.982 M $ 37500 2023/03/31 0.000 $ 0.00 %
2025/09/30 UNITI GROUP LLC 0.28% 23.818 M $ 22011000 2025/09/30 0.000 $ 0.00 %
2025/09/30 OKLO OKLO INC 0.28% 23.532 M $ 210800 2024/12/31 12.730 M $ 99.37 %
2025/09/30 OKLO OKLO INC 0.28% 23.520 M $ 210700 2024/12/31 11.729 M $ 99.37 %
2025/09/30 CLM CORNERSTONE STRATEGIC INVEST 0.27% 23.287 M $ 2812450 2024/12/31 426.651 K $ 1.97 %
2025/09/30 SATS ECHOSTAR CORP 0.26% 22.437 M $ 293835 2024/03/31 14.298 M $ 175.67 %
2025/09/30 SABRE GLBL INC 0.26% 22.373 M $ 22120000 2024/03/31 -2.190 M $ -9.02 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.25% 21.462 M $ 61100 2023/09/30 5.354 M $ 13.99 %
2025/09/30 BCAR D. BORAL ARC ACQ I CORP. 0.25% 21.199 M $ 2134886 2025/09/30 0.000 $ 0.00 %
2025/09/30 JETBLUE AIRWAYS CORP 0.24% 20.739 M $ 20000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRF CORNERSTONE TOTAL RETURN FD 0.24% 20.702 M $ 2574825 2025/06/30 708.399 K $ 3.74 %
2025/09/30 RIVN RIVIAN AUTOMOTIVE INC 0.24% 20.402 M $ 1389800 2024/12/31 1.306 M $ 6.84 %
2025/09/30 NIO INC 0.24% 20.010 M $ 19000000 2024/09/30 9.092 M $ 64.90 %