HBK INVESTMENTS L P
Hedge FundCIKLocation
Long U.S. equity positions disclosed to the SEC on Form 13F-HR.
Latest filingQ2 2026Quarter ended30 Jun 2026Filed16 Sept 2026
Firm profile · Form ADV
SEC adviser registrationFounded in 1991, HBK Investments L.P. provides discretionary investment management and related administrative services to its Funds. The firm's strategy seeks to generate attractive absolute returns with relatively low volatility and low correlation to most major market indices. To achieve this, it may take both long and short positions globally across an unlimited range of financial instruments, including equities, debt and fixed income securities, derivatives, loans, and asset-backed securities.Summarised from the firm’s Form ADV Part 2A brochure.
Portfolio Turnover
49%
Of book traded, QoQ
Positions
276
Long U.S. equities
Top 10 Concentration
53%
Of reported value
QoQ Change
$439.8M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over timeRegulatory AUM
$35.6B
Form ADV, as of Jun 2026
● 100% discretionary ($35.6B)
By client type
13F AUM over time
$10.3B
Q2 ’26 · 13F AUM
▲ 12%
42 quarters
Loading position history…
| Security⇅ | Shares⇅ | Market Value▼ | Est. Cost⇅ | Last Px⇅ | Est. Return⇅ | % Portfolio⇅ | Δ Shares⇅ | Action⇅ |
|---|---|---|---|---|---|---|---|---|
| 2.63MSH | $930.6M | ~$354.53 | — | — | 9.0% | New | New | |
| 3.19MSH | $654.1M | ~$205.04 | $209.70 | ▲2.3% | 6.4% | ▼ 2.4% | Reduced | |
| 1.84MSH | $580.5M | ~$315.75 | $320.86 | ▲1.6% | 5.6% | ▲ 12.5% | Added | |
| 1.75MSH | $550.5M | ~$314.59 | $326.92 | ▲3.9% | 5.3% | ▲ 0.8% | Added | |
| 28.00MSH | $535.1M | ~$19.11 | $18.91 | ▼1.0% | 5.2% | ▲ 33.3% | Added | |
| 18.97MSH | $505.6M | ~$26.66 | $30.95 | ▲16.1% | 4.9% | ▲ 15.9% | Added | |
| 6.83MSH | $482.2M | ~$70.65 | $72.57 | ▲2.7% | 4.7% | New | New | |
| 3.48MSH | $430.2M | ~$123.50 | — | — | 4.2% | New | New | |
| 2.85MSH | $378.3M | ~$132.73 | $135.07 | ▲1.8% | 3.7% | New | New | |
| 1.79MSH | $373.8M | ~$208.94 | — | — | 3.6% | ▲ 159.6% | Added |
New
$930.6M· 9.0%· 2.63M SH· New· cost $354.53
EAReduced
$654.1M· 6.4%· 3.19M SH· ▼ 2.4%· cost $205.04· last $209.70· ▲2.3%
PENAdded
$580.5M· 5.6%· 1.84M SH· ▲ 12.5%· cost $315.75· last $320.86· ▲1.6%
NSCAdded
$550.5M· 5.3%· 1.75M SH· ▲ 0.8%· cost $314.59· last $326.92· ▲3.9%
KVUEAdded
$535.1M· 5.2%· 28.00M SH· ▲ 33.3%· cost $19.11· last $18.91· ▼1.0%
WBDAdded
$505.6M· 4.9%· 18.97M SH· ▲ 15.9%· cost $26.66· last $30.95· ▲16.1%
TECHNew
$482.2M· 4.7%· 6.83M SH· New· cost $70.65· last $72.57· ▲2.7%
New
$430.2M· 4.2%· 3.48M SH· New· cost $123.50
APGENew
$378.3M· 3.7%· 2.85M SH· New· cost $132.73· last $135.07· ▲1.8%
Added
$373.8M· 3.6%· 1.79M SH· ▲ 159.6%· cost $208.94
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Sector Breakdown
Q2 2026Unclassified44.8% · $4.6B
Communication Services16.2% · $1.7B
Health Care15.3% · $1.6B
Industrials6.3% · $644.1M
Consumer Staples5.5% · $563.3M
Information Technology4.9% · $499.4M
Materials3.5% · $355.9M
Other3.7% · $382.7M