Back to TENOR CAPITAL MANAGEMENT Co., L.P.

TENOR CAPITAL MANAGEMENT Co., L.P.

Q2 2026 13F filing

Updated 27 days ago

549 disclosed positions worth $7.1B

Portfolio value
$7.1B
Total holdings
549
New positions
104
Closed positions
56
Increased
33
Decreased
28
Turnover
29.1%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

O
1.ON

ON SEMICONDUCTOR CORP

+214.2%
Value
$321.6M
Shares
176.54M
% Port
4.53%
?
2.N/A

TELADOC HEALTH INC

-1.4%
Value
$181.3M
Shares
186.00M
% Port
2.56%
I

IONIS PHARMACEUTICALS INC

+336.1%
Value
$147.8M
Shares
94.68M
% Port
2.08%
?
4.N/A

LIVE NATION ENTERTAINMENT IN

+35.6%
Value
$143.9M
Shares
80.00M
% Port
2.03%
U
5.U

UNITY SOFTWARE INC

Unchanged
Value
$133.2M
Shares
135.38M
% Port
1.88%
S

SHAKE SHACK INC

Unchanged
Value
$115.3M
Shares
122.92M
% Port
1.63%
A

AKAMAI TECHNOLOGIES INC

-2.1%
Value
$111.2M
Shares
92.50M
% Port
1.57%
?
8.N/A

ZSCALER INC.

Value
$110M
Shares
119.00M
% Port
1.55%
B

BIOMARIN PHARMACEUTICAL INC

Unchanged
Value
$108.9M
Shares
111.50M
% Port
1.53%
?
10.N/A

NUTANIX INC

+36.2%
Value
$100.9M
Shares
102.16M
% Port
1.42%
?
11.N/A

IRHYTHM HOLDINGS INC

+2.9%
Value
$97.1M
Shares
87.50M
% Port
1.37%
?
12.N/A

TRAVERE THERAPEUTICS INC

+55.4%
Value
$92.6M
Shares
49.73M
% Port
1.31%
G
13.GBX

GREENBRIER COS INC

+27.1%
Value
$92.2M
Shares
80.00M
% Port
1.30%
?
14.N/A

MIRUM PHARMACEUTICALS INC

-43.7%
Value
$91.7M
Shares
24.65M
% Port
1.29%
C
15.COLL

COLLEGIUM PHARMACEUTICAL INC

Unchanged
Value
$85.8M
Shares
68.81M
% Port
1.21%
S
16.SNOW

SNOWFLAKE INC

-15.5%
Value
$83.3M
Shares
50.00M
% Port
1.17%
?
17.N/A

ALIGNMENT HEALTHCARE INC

+280.0%
Value
$81.8M
Shares
47.50M
% Port
1.15%
?
18.N/A

STRIDE INC

+28.6%
Value
$76.2M
Shares
45.00M
% Port
1.07%
?
19.N/A

UGI CORP NEW

-15.1%
Value
$75.9M
Shares
56.42M
% Port
1.07%
?
20.N/A

LANTHEUS HLDGS INC

+20.6%
Value
$75.9M
Shares
51.84M
% Port
1.07%
?
21.N/A

UPWORK INC

Unchanged
Value
$74.8M
Shares
75.00M
% Port
1.05%
E
22.ETSY

ETSY INC

Unchanged
Value
$70.8M
Shares
74.64M
% Port
1.00%
?
23.N/A

CLOUDFLARE INC

Value
$70M
Shares
55.16M
% Port
0.99%
B
24.BSY

BENTLEY SYS INC

Unchanged
Value
$70M
Shares
72.59M
% Port
0.99%
?
25.N/A

CHECK POINT SOFTWARE TECH LTD

Value
$69.9M
Shares
75.00M
% Port
0.99%
?
26.N/A

RAPID7 INC

-30.0%
Value
$67.8M
Shares
70.00M
% Port
0.96%
?
27.N/A

RUBRIK INC.

Value
$66.4M
Shares
65.00M
% Port
0.94%
M
28.MKSI

MKS INC.

-27.3%
Value
$66.3M
Shares
22.50M
% Port
0.93%
A
29.AKAM

AKAMAI TECHNOLOGIES INC

-33.3%
Value
$65.8M
Shares
55.00M
% Port
0.93%
S
30.SNAP

SNAP INC

+300.0%
Value
$65.5M
Shares
80.00M
% Port
0.92%
T
31.TMDX

TRANSMEDICS GROUP INC

+24.1%
Value
$64.8M
Shares
59.56M
% Port
0.91%
U
32.U

UNITY SOFTWARE INC

+11.1%
Value
$56.7M
Shares
50.00M
% Port
0.80%
G

GRAB HOLDINGS LTD

Value
$56.2M
Shares
57.50M
% Port
0.79%
?
34.N/A

HALOZYME THERAPEUTICS INC

-31.3%
Value
$55.6M
Shares
37.83M
% Port
0.78%
G

GAMESTOP CORP

Value
$53.7M
Shares
52.50M
% Port
0.76%
L
36.LCII

LCI INDS

+6.8%
Value
$53.1M
Shares
46.87M
% Port
0.75%
S
37.SNAP

SNAP INC

+155.8%
Value
$51.5M
Shares
55.68M
% Port
0.73%
S
38.SOMN

SOUTHERN CO

Value
$50.7M
Shares
50.00M
% Port
0.71%
C
39.CAKE

CHEESECAKE FACTORY INC

+150.0%
Value
$48M
Shares
37.50M
% Port
0.68%
M

MICROCHIP TECHNOLOGY INC.

-9.5%
Value
$47.4M
Shares
43.00M
% Port
0.67%
?
41.N/A

CHEFS WHSE INC

Unchanged
Value
$47M
Shares
21.00M
% Port
0.66%
D
42.DXCM

DEXCOM INC

Unchanged
Value
$46.7M
Shares
50.00M
% Port
0.66%
E
43.ETSY

ETSY INC

Value
$46.5M
Shares
40.00M
% Port
0.65%
J
44.JAZZ

JAZZ INVESTMENTS I LTD

Value
$46.4M
Shares
27.00M
% Port
0.65%
E
45.ETSY

ETSY INC

Value
$45.7M
Shares
50.00M
% Port
0.64%
?
46.N/A

ZIFF DAVIS INC

-25.0%
Value
$45.6M
Shares
45.00M
% Port
0.64%
G

ALPHABET INC

Value
$45.4M
Shares
900.0K
% Port
0.64%
G

ALPHABET INC

Value
$45.1M
Shares
900.0K
% Port
0.64%
P

PEBBLEBROOK HOTEL TR

-4.3%
Value
$44.5M
Shares
44.73M
% Port
0.63%
S
50.SNOW

SNOWFLAKE INC

Value
$44.3M
Shares
25.00M
% Port
0.62%