Fund HoldingsALPINE ASSOCIATES MANAGEMENT INC.

Total Portfolio Value
$1.50B
Total Bought
$872.34M
Total Sold
$1.02B
Net Transaction
-$147.93M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
EXACT SCIENCES CORP(EXK)0805,500+805,500081,8075.44%+81,807
NEW GOLD INC CDA09,363,161+9,363,161081,5535.42%+81,553
AIR LEASE CORP
CL A
47,8031,118,656+1,070,8533,04371,8514.78%+68,809
BOEING CO(BA)0294,701+294,701063,9854.26%+63,985
AVIDITY BIOSCIENCES INC0867,530+867,530062,5754.16%+62,575
CIDARA THERAPEUTICS INC0208,560+208,560046,0693.06%+46,069
KENVUE INC(KVUE)02,158,626+2,158,626037,2362.48%+37,236
QORVO INC(QRVO)0415,059+415,059035,0772.33%+35,077
ELECTRONIC ARTS INC(EA)106,000271,400+165,40021,38055,4553.69%+34,075
HOLOGIC INC0435,350+435,350032,4292.16%+32,429
BRIGHTHOUSE FINL INC(BHF)0372,683+372,683024,1461.61%+24,146
COMERICA INC0240,376+240,376020,8961.39%+20,896
CONFLUENT INC0610,500+610,500018,4621.23%+18,462
SEALED AIR CORP NEW0427,100+427,100017,6951.18%+17,695
HILLENBRAND INC0548,200+548,200017,3891.16%+17,389
WARNER BROS DISCOVERY INC(WBD)0570,000+570,000016,4271.09%+16,427
AMICUS THERAPEUTICS INC
COM
0949,200+949,200013,5170.90%+13,517
ANYWHERE REAL ESTATE INC667,3201,397,243+729,9237,06719,7851.32%+12,718
DAYFORCE INC153,962334,426+180,46410,60623,1291.54%+12,522
JANUS HENDERSON GROUP PLC0260,042+260,042012,3700.82%+12,370
REV GROUP INC0202,491+202,491012,3130.82%+12,313
JAMF HLDG CORP0940,798+940,798012,2400.81%+12,240
AVADEL PHARMACEUTICALS PLC0525,550+525,550011,3260.75%+11,326
ROCKET COS INC(RKT)0574,254+574,254011,1180.74%+11,118
SEMRUSH HLDGS INC
CL A COM
0879,994+879,994010,4630.70%+10,463
VEECO INSTRS INC DEL(VECO)0353,400+353,400010,1000.67%+10,100
ASTRIA THERAPEUTICS INC0728,922+728,92209,5420.63%+9,542
CLEARWATER ANALYTICS HLDGS I0385,000+385,00009,2860.62%+9,286
TXNM ENERGY INC(TXNM)363,508506,807+143,29920,55629,8411.98%+9,284
DYNAVAX TECHNOLOGIES CORP0475,000+475,00007,3060.49%+7,306
DIGITALBRIDGE GROUP INC(DBRG)0380,000+380,00005,8290.39%+5,829
TWO HBRS INVT CORP(TWO)0474,600+474,60004,9830.33%+4,983
ALEXANDER & BALDWIN INC NEW0228,294+228,29404,7120.31%+4,712
FORGE GLOBAL HOLDINGS INC098,107+98,10704,3720.29%+4,372
POTLATCHDELTIC CORPORATION095,600+95,60003,8030.25%+3,803
CSG SYS INTL INC047,500+47,50003,6430.24%+3,643
TECK RESOURCES LTD(TECK)(Call)338,700380,800+42,10014,86618,237+3,371
UDEMY INC0569,800+569,80003,3330.22%+3,333
SHUTTERSTOCK INC902,4611,154,955+252,49418,81622,0601.47%+3,243
TEGNA INC768,370956,367+187,99715,62118,5631.23%+2,942
SUNOCOCORP LLC(SUNC)057,376+57,37602,8270.19%+2,827
CIVITAS RESOURCES INC094,700+94,70002,5650.17%+2,565
QUALCOMM INC(QCOM)014,403+14,40302,4640.16%+2,464
TREEHOUSE FOODS INC094,750+94,75002,2350.15%+2,235
EVENTBRITE INC0500,000+500,00002,2250.15%+2,225
AXALTA COATING SYS LTD(AXTA)047,400+47,40001,5310.10%+1,531
ASPEN INSURANCE HOLDINGS LTD(AHL-PD)216,401252,487+36,0867,9449,3670.62%+1,423
IAMGOLD CORP(IAG)069,482+69,48201,1470.08%+1,147
SOHO HOUSE & CO INC1,096,1991,160,256+64,0579,70110,3960.69%+695
INTERNATIONAL MNY EXPRESS IN418,592390,333-28,2595,8485,9960.40%+148
GETTY IMAGES HOLDINGS INC094,500+94,50001270.01%+127
CANTALOUPE INC1,934,2061,910,357-23,84920,44520,2881.35%-157
SUNOCO LP/SUNOCO FIN CORP(SUN)4,4570-4,4572230-223
GUESS INC345,397322,209-23,1885,7725,3970.36%-375
PLYMOUTH INDL REIT INC194,699181,555-13,1444,3483,9720.26%-375
STRIVE INC(ASST)286,615459,475+172,8607173390.02%-377
SYNOVUS FINL CORP204,100190,312-13,78810,0179,5250.63%-492
GEN DIGITAL INC(GEN)379,348329,465-49,8832,6441,4530.10%-1,191
SEMLER SCIENTIFIC INC95,60095,60002,8681,4620.10%-1,406
AMERICAN WOODMARK CORPORATIO209,424226,833+17,40913,98112,2260.81%-1,755
HNI CORP(HNI)39,1000-39,1001,8320-1,832
PARAMOUNT GROUP INC307,3630-307,3632,0100-2,010
PROASSURANCE CORP952,547835,890-116,65722,85220,1951.34%-2,657
HANESBRANDS INC408,3400-408,3402,6910-2,691
VERITEX HLDGS INC102,6000-102,6003,4400-3,440
PREMIER INC124,3570-124,3573,4570-3,457
FRONTIER COMMUNICATIONS PARE2,063,1471,911,556-151,59177,05972,7734.84%-4,286
TASKUS INC242,2220-242,2224,3240-4,324
PAN AMERN SILVER CORP(PAAS)120,6160-120,6164,6710-4,671
SAPIENS INTL CORP N V121,3390-121,3395,2180-5,218
WIDEOPENWEST INC1,025,4000-1,025,4005,2910-5,291
SCPHARMACEUTICALS INC961,0650-961,0655,4490-5,449
INTEGRAL AD SCIENCE HLDNG CO641,1400-641,1406,5200-6,520
VITAL ENERGY INC392,5550-392,5556,6300-6,630
VIMEO INC921,8850-921,8857,1450-7,145
MRC GLOBAL INC509,4000-509,4007,3460-7,346
PERFORMANT HEALTHCARE INC969,8690-969,8697,4970-7,497
89BIO INC529,8000-529,8007,7880-7,788
ZIMVIE INC423,0000-423,0008,0120-8,012
PROS HOLDINGS INC371,4080-371,4088,5090-8,509
POTBELLY CORP524,2960-524,2968,9340-8,934
VERINT SYS INC455,1000-455,1009,2160-9,216
LIBERTY BROADBAND CORP(LBRDA)508,700474,349-34,35132,32323,0531.53%-9,269
TOURMALINE BIO INC196,1770-196,1779,3830-9,383
CORE SCIENTIFIC INC NEW(CORZ)547,6000-547,6009,8240-9,824
METSERA INC195,2000-195,20010,2150-10,215
CROSS CTRY HEALTHCARE INC770,0290-770,02910,9340-10,934
TELUS INTL CDA INC2,500,0000-2,500,00011,2000-11,200
ARIS WATER SOLUTIONS INC474,6090-474,60911,7040-11,704
STEELCASE INC719,3000-719,30012,3720-12,372
CUREVAC N V2,295,4220-2,295,42212,3720-12,372
CHART INDS INC509,110430,936-78,174101,89888,8725.91%-13,026
CYBERARK SOFTWARE LTD204,150190,355-13,79598,63584,9105.65%-13,725
STAAR SURGICAL CO(STAA)913,087466,607-446,48024,53510,7740.72%-13,761
NORFOLK SOUTHN CORP(NSC)502,610468,155-34,455150,989135,1668.99%-15,823
SILICON MOTION TECHNOLOGY CO(SIMO)247,45079,976-167,47423,4617,4140.49%-16,047
AVIDXCHANGE HOLDINGS INC2,255,1000-2,255,10022,4380-22,438
WNS HLDGS LTD358,0500-358,05027,2730-27,273
ALLETE INC520,0180-520,01834,5290-34,529
INFORMATICA INC1,683,6530-1,683,65341,8220-41,822
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