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FIR TREE CAPITAL MANAGEMENT LP

Location
New York, NY
Portfolio Value
Micro $5,029,475
Diversification
Highly concentrated
Filing Date
Global Rank
#7,767 / 7,987 ▼ 694 · as of Mar 2025
3Y Alpha vs SPY
-16.0%
Period ended 1 year ago
Filed May 15, 2025 · 1y
20 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+15.0%
SPY
+76.0%
Annualised alpha
-16.0%
Max drawdown
−28.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024
Top Position
100.0%
+82.1 pts
Top 5
100.0%
+50.2 pts
Top 10
100.0%
+35.2 pts
HHI
10,000
Jun 2022 → Mar 2025 · range 707 – 10,000
Highly concentrated+9,293

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025
Sector % Portfolio Value
Unclassified 100.0% $5,029,475

Last Quarter's Activity

Export CSV
Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
1 positions · $5,029,475 total · as of Mar 31, 2025
Ticker Company Shares Value (USD) % of Portfolio History