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Sculptor Capital

CIK 0001054587 · SEC 13F-HR filings · 50 holdings · Q1 2026

Holdings detail for selected institution and quarter
Issuer Ticker Shares Value (USD) Δ Shares Δ Value Type
LUMENTUM HLDGS INC57,900,000$584M+20K$276MPrincipal
WESTERN DIGITAL CORP70,000,000$502M-30.4M$41MPrincipal
LUMENTUM HLDGS INC87,500,000$470M+1.0M$224MPrincipal
LUMENTUM HLDGS INC56,999,000$400M-22.5M$105MPrincipal
LIBERTY MEDIA CORP DELFWONK4,162,181$354M-562K$-111MShares
SOTERA HEALTH COSHC21,717,728$311M+718K$-59MShares
GLOBUS MED INCGMED3,058,000$263M+58K$2MShares
KENVUE INCKVUE12,886,328$222M0$-129KShares
NORFOLK SOUTHN CORPNSC658,413$189M+150K$42MShares
MKS INC.109,500,000$182MNew$182MNEW POSITIONPrincipal
LIVE NATION ENTERTAINMENT INLYV1,150,000$175M+150K$33MShares
ECHOSTAR CORPSATS1,249,500$146M+299K$43MShares
ECHOSTAR CORP38,000,000$136MNew$136MNEW POSITIONPrincipal
NVIDIA CORPORATIONNVDA734,000$128M+234K$35MShares
BRUKER CORPBRKR3,270,000$118M+270K$-23MShares
ALIBABA GROUP HLDG LTD82,500,000$115M+10.0M$2MPrincipal
LUMENTUM HLDGS INCLITE158,500$111M0$53MShares
TAIWAN SEMICONDUCTOR MANUFACTSM323,000$109M+90K$38MShares
BANK AMERICA CORPBAC2,232,655$109M+100K$-8MShares
VIKING HOLDINGS LTDVIK1,435,000$105M-65K$-2MShares
PATRICK INDS INC59,500,000$103M+3.8M$9MPrincipal
APPLIED MATLS INCAMAT297,800$102MNew$102MNEW POSITIONShares
LIBERTY LIVE HOLDINGS INCLLYVA1,100,000$101M0$11MShares
ALBEMARLE CORPALBPRA1,394,545$100MNew$100MNEW POSITIONShares
ALPHABET INCGOOGL346,000$99M+46K$6MShares
PEABODY ENGR CORP52,500,000$96M+2.4M$12MPrincipal
LAM RESEARCH CORPLRCX449,000$96MNew$96MNEW POSITIONShares
RIVIAN AUTOMOTIVE INC100,000,000$96M+15.0M$322KPrincipal
LIBERTY LIVE HOLDINGS INCLLYVK988,500$93M0$11MShares
TRANSOCEAN INC40,900,000$83MNew$83MNEW POSITIONPrincipal
APOLLO GLOBAL MGMT INCAPOPRA1,391,818$82M+436K$10MShares
LIBERTY MEDIA CORP DELFWONA1,000,000$78M0$-11MShares
GUIDEWIRE SOFTWARE INCGWRE510,000$76M0$-26MShares
FIRST HORIZON CORPORATIONFHN3,300,000$75M+155K$-58KShares
SNOWFLAKE INC60,000,000$71M+3.6M$-13MPrincipal
BRIDGEBIO PHARMA INC40,000,000$68MNew$68MNEW POSITIONPrincipal
SPOTIFY TECHNOLOGY S ASPOT138,000$67MNew$67MNEW POSITIONShares
ON SEMICONDUCTOR CORP50,000,000$65MNew$65MNEW POSITIONPrincipal
STATE STR SPDR S&P 500 ETF TSPY87,500$57MNew$57MNEW POSITIONShares
HOWMET AEROSPACE INCHWM246,000$57MNew$57MNEW POSITIONShares
NEBIUS GROUP N.V.NBIS532,700$55MNew$55MNEW POSITIONShares
H WORLD GROUP LTD40,000,000$54MNew$54MNEW POSITIONPrincipal
HALEON PLCHLN5,300,868$53M-5.2M$-53MShares
BURLINGTON STORES INCBURL162,500$53MNew$53MNEW POSITIONShares
CLOUDFLARE INC45,000,000$53MNew$53MNEW POSITIONPrincipal
META PLATFORMS INCMETA91,200$52M-9K$-14MShares
COINBASE GLOBAL INC50,000,000$50MNew$50MNEW POSITIONPrincipal
AERCAP HOLDINGS NVAER357,000$49MNew$49MNEW POSITIONShares
SNOWFLAKE INC40,000,000$49M-5.0M$-21MPrincipal
JPMORGAN CHASE & COJPM164,800$48M0$-5MShares