Sculptor Capital Lp Portfolio Stock Holdings

Sculptor Capital Lp disclosed 290 stock positions valued at approximately $8.9 billion in its latest SEC 13F filing. The largest holdings include LIBERTY MEDIA CORP DEL, SOTERA HEALTH CO, and GLOBUS MED INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
290
Portfolio Value
$8.9B
Holdings by Sector
Sculptor Capital Lp Portfolio Holdings in Q1 2026

82 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
LIBERTY MEDIA CORP DELFWONKCommunication Services3.99%4,162,181-561,674-11.89%$353,868,629
SOTERA HEALTH COSHCHealthcare3.51%21,717,728+717,728+3.42%$311,432,220
GLOBUS MED INCGMEDHealthcare2.97%3,058,000+58,000+1.93%$263,477,280
KENVUE INCKVUEConsumer Defensive2.50%12,886,328--$222,160,295
NORFOLK SOUTHN CORPNSCIndustrials2.13%658,413+150,413+29.61%$188,964,531
LIVE NATION ENTERTAINMENT INLYVCommunication Services1.98%1,150,000+150,000+15.00%$175,386,500
ECHOSTAR CORPSATSTechnology1.65%1,249,500+298,800+31.43%$146,278,965
NVIDIA CORPORATIONNVDATechnology1.44%734,000-113,000-13.34%$128,009,600
BRUKER CORPBRKRHealthcare1.33%3,270,000+270,000+9.00%$118,112,400
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology1.23%323,000+90,000+38.63%$109,157,850
BANK AMERICA CORPBACFinancial Services1.23%2,232,655+100,000+4.69%$108,841,931
APPLIED MATLS INCAMATTechnology1.15%297,800+297,800+100.00%$101,785,062
ALPHABET INCGOOGLCommunication Services1.12%346,000+46,000+15.33%$99,495,760
LAM RESEARCH CORPLRCXOther1.08%449,000+449,000+100.00%$95,933,340
APOLLO GLOBAL MGMT INCAPO-AOther0.92%1,391,818+436,227+45.65%$81,811,758
LIBERTY MEDIA CORP DELFWONACommunication Services0.88%1,000,000--$78,080,000
GUIDEWIRE SOFTWARE INCGWRETechnology0.86%510,000--$76,275,600
FIRST HORIZON CORPORATIONFHNFinancial Services0.85%3,300,000+155,000+4.93%$75,108,000
SPOTIFY TECHNOLOGY S ASPOTOther0.75%138,000+138,000+100.00%$66,917,580
HOWMET AEROSPACE INCHWMIndustrials0.64%246,000--$56,693,160
HALEON PLCHLNHealthcare0.60%5,300,868-5,154,000-49.30%$53,061,689
BURLINGTON STORES INCBURLConsumer Cyclical0.60%162,500--$52,874,250
META PLATFORMS INCMETACommunication Services0.59%91,200-8,800-8.80%$52,178,256
AERCAP HOLDINGS NVAEROther0.55%357,000--$48,973,260
JPMORGAN CHASE & COJPMFinancial Services0.55%164,800--$48,477,568
CORE SCIENTIFIC INC NEWCORZWTechnology0.48%4,840,468--$42,329,893
ASML HLDG NVASMLOther0.45%30,200+30,200+100.00%$39,889,066
TESLA INCTSLAConsumer Cyclical0.42%100,000-240,400-70.62%$37,175,000
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical0.39%275,300+275,300+100.00%$34,539,138
PARK HOTELS & RESORTS INCPKReal Estate0.39%3,250,000-3,284,153-50.26%$34,222,500
CAPITAL ONE FINL CORPCOFFinancial Services0.38%186,000+186,000+100.00%$33,931,980
PG&E CORP69331C306Other0.37%753,894+679,219+909.57%$32,669,243
JANUS HENDERSON GROUP PLCJHGOther0.33%571,298+571,298+100.00%$29,347,578
BROOKDALE SR LIVING INCBKDHealthcare0.27%1,780,000+580,000+48.33%$24,350,400
CORNERSTONE STRATEGIC INVESTCLMFinancial Services0.26%3,143,589+175,853+5.93%$22,885,328
TERNS PHARMACEUTICALS INCTERNHealthcare0.23%380,000+380,000+100.00%$20,033,600
CORNERSTONE TOTAL RETURN FDCRFFinancial Services0.22%2,771,562+56,852+2.09%$19,262,355
PENUMBRA INCPENHealthcare0.21%57,000+57,000+100.00%$18,717,090
CHATHAM LODGING TRCLDTReal Estate0.21%2,365,395--$18,615,659
STANDARDAERO INC85423L103Other0.10%341,622+341,622+100.00%$8,824,096
RIVIAN AUTOMOTIVE INCRIVNConsumer Cyclical0.09%514,400-875,400-62.99%$7,741,720
MECHANICS BANCORPHMSTFinancial Services0.09%512,727--$7,562,723
AMER SPORTS INCASOther0.08%223,214+223,214+100.00%$7,348,205
AVIS BUDGET GROUP INCCARIndustrials0.08%50,000+50,000+100.00%$7,292,500
TRANSALTA CORPTACUtilities0.08%533,600-2,466,400-82.21%$7,003,871
SCHWAB CHARLES CORPSCHWFinancial Services0.06%53,000+53,000+100.00%$4,980,940
COHEN & STEERS INFRASTRUCTURUTFFinancial Services0.05%187,057+187,057+100.00%$4,841,035
SOUNDHOUND AI INCSOUNTechnology0.05%700,000+189,900+37.23%$4,809,000
ONDAS INCONDSTechnology0.05%497,000+497,000+100.00%$4,492,880
FORD MTR COFConsumer Cyclical0.05%347,486+347,486+100.00%$4,009,988
INFOSYS LTDINFYTechnology0.04%268,900--$3,632,839
CORMEDIX INCCRMDHealthcare0.03%335,900+335,900+100.00%$2,280,761
RUMBLE INCRUMTechnology0.02%390,200+225,600+137.06%$1,990,020
NRG ENERGY INCNRGUtilities0.02%13,003+13,003+100.00%$1,900,258
SERVE ROBOTICS INCSERVIndustrials0.02%219,300+127,200+138.11%$1,850,892
MORGAN STANLEY CHINA A SH FDXCAFXOther0.02%104,821+104,821+100.00%$1,834,368
REVOLUTION MEDICINES INCRVMDWHealthcare0.02%958,822+780,715+438.34%$1,697,115
GROVE COLLABORATIVE HOLD INCGROVConsumer Defensive0.02%1,192,799--$1,526,783
NEBIUS GROUP N.V.NBISOther0.02%14,400+14,400+100.00%$1,494,144
VIRTUS TOTAL RETURN FD INCZTROther0.02%217,653--$1,440,863
JOBY AVIATION INCG65163100Other0.01%150,088+150,088+100.00%$1,239,727
HERTZ GLOBAL HLDGS INCHTZWWIndustrials0.01%320,000+55,125+20.81%$724,800
IMMUNITYBIO INCIBRXHealthcare0.01%89,200-529,800-85.59%$684,164
LYONDELLBASELL INDUSTRIES NVLYBOther0.00%4,654-389-7.71%$374,926
AURORA CANNABIS INCACBHealthcare0.00%103,700+19,200+22.72%$339,099
CANOPY GROWTH CORPORATIONCGCHealthcare0.00%335,000+335,000+100.00%$317,982
BEYOND MEAT INCBYNDConsumer Defensive0.00%258,700--$181,504
FORTRESS BIOTECH INCFBIOHealthcare0.00%52,000-156,900-75.11%$145,080
LIBERTY ENERGY INCLBRTEnergy0.00%4,750+4,750+100.00%$136,800
GCT SEMICONDUCTOR HLDG INCGCTS-WSOther0.00%493,000--$87,113
SUNPOWER INCCSLRWOther0.00%289,449--$68,021
LOTUS TECHNOLOGY INCLOTWWConsumer Cyclical0.00%806,844--$40,423
FOLD HLDGS INCFLDDWFinancial Services0.00%334,100--$39,674
OMNIAB INCOABIWHealthcare0.00%293,802--$28,293
BRIDGER AEROSPACE GRP HLDGSBAERWIndustrials0.00%58,100-37,900-39.48%$22,369
PURECYCLE TECHNOLOGIES INCPCTTWIndustrials0.00%25,899+25,899+100.00%$20,072
ZEO ENERGY CORPZEOWWTechnology0.00%372,739--$15,282
ENVOY MEDICAL INCCOCHWHealthcare0.00%182,142+5+0.00%$12,631
TEVOGEN BIO HLDGS INCTVGNWHealthcare0.00%123,600--$3,899
ALVOTECHL01800108Other0.00%33,821--$2,560
ALVOTECHL01800116Other0.00%3,702--$944
STRATEGY INCMSTRTechnology0.00%0-+100.00%$0
Sculptor Capital Lp Options Holdings in Q1 2026

51 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026LITELumentum Holdings Inc.PUT158,500$111,387,460
Q1 2026SPYSPDR S&P 500PUT87,500$56,904,750
Q1 2026NBISNebius GroupPUT532,700$55,272,952
Q1 2026RIVNRivian Automotive, Inc.PUT2,774,700$41,759,235
Q1 2026BEBloom Energy CorporationPUT281,900$38,194,631
Q1 2026SATSEchoStar CorporationCALL250,000$29,267,500
Q1 2026SMCISuper MicroPUT1,181,500$26,902,755
Q1 2026SATSEchoStar CorporationPUT212,600$24,889,082
Q1 2026LBRTLiberty Energy Inc.PUT829,800$23,898,240
Q1 2026BILIBilibili Inc.PUT962,800$21,720,768
Q1 2026GMEGameStop CorporationPUT935,300$21,549,312
Q1 2026SOFISoFi Technologies, Inc.PUT1,228,300$19,505,404
Q1 2026MSTRMicroStrategy IncorporatedPUT143,900$17,958,720
Q1 2026MPMP Materials Corp.PUT243,000$11,727,180
Q1 2026STXSeagate TechnologyPUT27,500$10,773,400
Q1 2026LYVLive Nation Entertainment, Inc.PUT66,600$10,157,166
Q1 2026SCHWCharles Schwab Corporation (TheCALL100,000$9,398,000
Q1 2026DJTTrump Media & Technology Group PUT742,600$6,891,328
Q1 2026AALAmerican Airlines Group, Inc.PUT617,300$6,629,802
Q1 2026KRESPDR S&P Regional Banking ETFCALL100,000$6,515,000
Q1 2026RUNSunrun Inc.PUT462,900$6,276,924
Q1 2026JBLUJetBlue Airways CorporationPUT1,175,800$5,197,036
Q1 2026G4124C109GrabPUT1,308,300$4,788,378
Q1 2026LILi Auto Inc.PUT264,000$4,707,120
Q1 2026BTUPeabody Energy CorporationPUT137,200$4,520,740
Q1 2026ASTSAST SpaceMobile, Inc.PUT51,200$4,242,944
Q1 2026HIMSHims & Hers Health, Inc.PUT191,500$3,975,540
Q1 2026MARAMARA Holdings, Inc.PUT430,900$3,516,144
Q1 2026NIONIO Inc.PUT535,700$3,230,271
Q1 2026LBRTLiberty Energy Inc.CALL100,000$2,880,000
Q1 2026H8817H100TransoceanPUT424,600$2,815,098
Q1 2026COINCoinbase Global, Inc.PUT14,900$2,601,689
Q1 2026SEDGSolarEdge Technologies, Inc.PUT49,500$2,526,975
Q1 2026NETCloudflare, Inc.PUT10,300$2,125,302
Q1 2026AMCAMC Entertainment Holdings, IncPUT2,029,400$1,988,812
Q1 2026UUnity Software Inc.PUT65,200$1,430,488
Q1 2026IBITiShares Bitcoin Trust ETFPUT30,000$1,152,600
Q1 2026UBERUber Technologies, Inc.PUT15,400$1,107,722
Q1 2026APOApollo Global Management, Inc. PUT9,000$1,002,780
Q1 2026NVAXNovavax, Inc.PUT99,400$809,116
Q1 2026SESea LimitedPUT9,600$794,976
Q1 2026IBRXImmunityBio, Inc.CALL100,000$767,000
Q1 2026PCGPacific Gas & Electric Co.PUT33,100$581,567
Q1 2026APLDApplied Digital CorporationPUT21,000$498,540
Q1 2026ZSZscaler, Inc.PUT3,000$420,870
Q1 2026XRXXerox Holdings CorporationPUT253,200$326,628
Q1 2026JDJD.com, Inc.PUT8,500$251,345
Q1 2026PTONPeloton Interactive, Inc.PUT51,200$219,648
Q1 2026HTZHertz Global Holdings, IncPUT26,200$120,782
Q1 2026SNAPSnap Inc.PUT10,500$48,300
Q1 2026PLUGPlug Power, Inc.PUT13,000$29,380

Notional value represents the total exposure of the options position.