Investor
BRIDGER MANAGEMENT, LLC
CIK 0001166309 · filed 2026-05-15 · SEC filing
13F book
$128M
Positions
24
5 new · 5 sold
Largest name
14.4%
Morgan Stanley
Est. mark
−$15.4M
Price effect on 19 names still held. Flow −$12.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Morgan Stanley | — | 112.3K | $18.5M | 14.4% | −$1.46M | Cut−$5.79M |
| Amazon Com Inc | AMZN | 62.8K | $13.1M | 10.2% | −$1.42M | Cut−$2.22M |
| Teva Pharmaceutical Inds Ltd | — | 367.6K | $11.1M | 8.7% | −$400.7K | Held |
| Flutter Entmt Plc | — | 92.4K | $9.42M | 7.4% | −$2.77M | Added$4.16M |
| Dexcom Inc | DXCM | 101.9K | $6.4M | 5.0% | −$363.8K | Held |
| Alcon Inc | ALC | 84.3K | $6.35M | 5.0% | −$291.7K | Cut−$2.18M |
| NIKE, Inc. | NKE | 120K | $6.34M | 5.0% | −$1.31M | Cut−$5.12M |
| Alphabet Inc | — | 18.5K | $5.32M | 4.2% | — | New |
| Visa Inc. | V | 17.2K | $5.2M | 4.1% | −$833.7K | Held |
| Churchill Downs Inc | CHDN | 57.2K | $5.14M | 4.0% | −$1.37M | Held |
| Artivion, Inc. | AORT | 132.6K | $4.86M | 3.8% | −$1.19M | Held |
| Microsoft Corp | MSFT | 12.3K | $4.55M | 3.6% | −$1.4M | Held |
| Martin Marietta Matls Inc | — | 7.64K | $4.5M | 3.5% | — | New |
| Eli Lilly & Co | LLY | 4.74K | $4.36M | 3.4% | — | New |
| Uber Technologies, Inc | UBER | 58.4K | $4.2M | 3.3% | −$571.3K | Cut−$2.58M |
| Madison Square Grdn Sprt Cor | — | 13.1K | $4.2M | 3.3% | $820.3K | Held |
| DoorDash, Inc. | DASH | 23.9K | $3.59M | 2.8% | — | New |
| Ishares Bitcoin Trust Etf | IBIT | 83.1K | $3.19M | 2.5% | −$933.4K | Held |
| Melco Resorts And Entmnt Ltd | — | 523K | $2.97M | 2.3% | −$988.4K | Held |
| Beta Bionics, Inc. | BBNX | 163.1K | $1.63M | 1.3% | — | New |
| RxSight, Inc. | RXST | 248.9K | $1.53M | 1.2% | −$684.6K | Added−$141.5K |
| Toast, Inc. | TOST | 40.4K | $1.07M | 0.8% | −$363.5K | Held |
| Nextdecade Corp | NEXT | 67.8K | $519.6K | 0.4% | $162.1K | Held |
| Surrozen Inc | — | 442.1K | $7.07K | 0.0% | −$1.77K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.