ALPINE ASSOCIATES MANAGEMENT INC.
Q2 2026 13F filing
Updated 35 days ago66 disclosed positions worth $1.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NSC NORFOLK SOUTHN CORP | $145.2M | 461.7K | 9.09% | Trimmed(-0.6%) |
| 2 | G GTLS CHART INDS INC | $103.2M | 493.9K | 6.46% | Added(+15.2%) |
| 3 | Q QRVO QORVO INC | $74.4M | 798.2K | 4.66% | Trimmed(-0.4%) |
| 4 | S SLAB SILICON LABORATORIES INC | $65.3M | 298.7K | 4.09% | Added(+34.3%) |
| 5 | U UNF UNIFIRST CORP MASS | $62.2M | 235.4K | 3.90% | Added(+8.4%) |
| 6 | P PEN PENUMBRA INC | $59.7M | 189.0K | 3.73% | Added(+43.2%) |
| 7 | K KVUE KENVUE INC | $58.3M | 3.05M | 3.65% | Added(+2.8%) |
| 8 | W WBS-PG WEBSTER FINL CORP | $57.9M | 758.0K | 3.63% | Added(+82.0%) |
| 9 | E EA ELECTRONIC ARTS INC | $53.3M | 259.9K | 3.33% | Trimmed(-19.0%) |
| 10 | ? N/A SKYWATER TECHNOLOGY INC | $47.2M | 1.36M | 2.96% | Added(+10.4%) |
| 11 | W WMT WARNER BROS DISCOVERY INC | $45.6M | 1.71M | 2.86% | Added(+9.4%) |
| 12 | R ROKU ROKU INC | $45.3M | 328.3K | 2.84% | — |
| 13 | ? N/A TOPBUILD COR | $38.9M | 91.3K | 2.44% | — |
| 14 | ? N/A GLOBALSTAR INC | $38M | 467.6K | 2.38% | — |
| 15 | T TECH BIO-TECHNE CORP | $35.5M | 502.0K | 2.22% | — |
| 16 | V VAL-WT VALARIS LTD | $34.1M | 470.3K | 2.14% | Trimmed(-0.5%) |
| 17 | B BHFAP BRIGHTHOUSE FINL INC | $31.1M | 490.9K | 1.95% | Added(+8.1%) |
| 18 | ? N/A JANUS HENDERSON GROUP PLC | $30.6M | 587.9K | 1.91% | Trimmed(-0.5%) |
| 19 | A AES AES CORP | $30.3M | 2.07M | 1.90% | Added(+9.4%) |
| 20 | N NATL NCR ATLEOS CORPORATION | $28.9M | 665.6K | 1.81% | Added(+40.2%) |
| 21 | R RAMP LIVERAMP HLDGS INC | $27.6M | 734.4K | 1.73% | — |
| 22 | D D DOMINION ENERGY INC | $26.4M | 386.2K | 1.65% | — |
| 23 | A ACLS AXCELIS TECHNOLOGIES INC | $25.6M | 134.9K | 1.60% | — |
| 24 | T TXNM TXNM ENERGY INC | $24.6M | 433.4K | 1.54% | Trimmed(-15.4%) |
| 25 | D DBRG-PJ DIGITALBRIDGE GROUP INC | $24.3M | 1.54M | 1.52% | Added(+6.2%) |
| 26 | Z ZIM ZIM INTEGRATED SHIPPING SERV | $24.3M | 935.9K | 1.52% | Trimmed(-20.8%) |
| 27 | ? N/A SELECT MED HLDGS CORP | $21.5M | 1.30M | 1.35% | Added(+10.8%) |
| 28 | N NSA-PB NATIONAL STORAGE AFFILIATES | $21.1M | 473.7K | 1.32% | Trimmed(-0.5%) |
| 29 | O OGN ORGANON & CO | $18.2M | 1.35M | 1.14% | — |
| 30 | C CZR CAESARS ENTERTAINMENT INC NE | $17M | 564.6K | 1.07% | — |
| 31 | ? N/A NUVALENT INC | $16M | 129.3K | 1.00% | — |
| 32 | I IRDM IRIDIUM COMMUNICATIONS INC | $15.9M | 289.7K | 0.99% | — |
| 33 | S SSTK SHUTTERSTOCK INC | $15.8M | 1.14M | 0.99% | Trimmed(-0.4%) |
| 34 | L LBRDP LIBERTY BROADBAND CORP | $15.6M | 469.8K | 0.98% | Trimmed(-0.5%) |
| 35 | ? N/A INTERNATIONAL MONEY EXPRESS | $14.3M | 987.1K | 0.89% | Added(+64.3%) |
| 36 | W WSR WHITESTONE REIT | $12.1M | 639.0K | 0.76% | — |
| 37 | T TALK TALKSPACE INC | $11.6M | 2.23M | 0.73% | Added(+20.4%) |
| 38 | L LEG LEGGETT & PLATT INC | $11.2M | 960.1K | 0.70% | — |
| 39 | S SVCCU STELLAR BANCORP INC | $11.2M | 283.8K | 0.70% | Added(+50.4%) |
| 40 | C COP SILA REALTY TRUST INC | $11.1M | 365.5K | 0.69% | — |
| 41 | A AVNS AVANOS MED INC | $10.8M | 432.6K | 0.67% | — |
| 42 | L LCII LCI INDS | $10.2M | 96.6K | 0.64% | — |
| 43 | X XOMAP XOMA ROYALTY CORPORATION | $10.2M | 239.3K | 0.64% | — |
| 44 | C CRBD COREBRIDGE FINL INC | $9.9M | 345.6K | 0.62% | Added(+20.3%) |
| 45 | A AAUC ALLIED GOLD CORP | $9.3M | 392.2K | 0.58% | Trimmed(-53.2%) |
| 46 | S SUNC SUNOCOCORP LLC | $8.6M | 127.5K | 0.54% | Trimmed(-31.7%) |
| 47 | G GBTG GLOBAL BUSINESS TRAVEL GROUP | $8.6M | 914.1K | 0.54% | — |
| 48 | C CONE COMPASS INC | $8.3M | 670.3K | 0.52% | Trimmed(-30.3%) |
| 49 | T TWOD TWO HARBORS INVENTMENT CORPO | $8.2M | 661.2K | 0.51% | Trimmed(-0.5%) |
| 50 | A APGE APOGEE THERAPEUTICS INC | $7.7M | 57.9K | 0.48% | — |