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Taconic Capital Advisors LP

Location
NEW YORK, NY
Portfolio Value
Small $142,068,487
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,612 / 8,232 ▼ 618
Top Industry
Oil & Gas Equipment & Services 34.5%
3Y Alpha vs SPY
+5.8%
Period ended 2 months ago
Filed May 15, 2026 · 29d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio
+102.9%
SPY
+76.5%
Annualised alpha
+5.7%
Max drawdown
−33.4%

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

11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
34.5%
+11.8 pts
Top 5
84.7%
+10.6 pts
Top 10
99.4%
+4.1 pts
HHI
1,931
Jun 2023 → Mar 2026 · range 1,227 – 3,669
Moderately concentrated+606

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Energy 34.5% $49,054,301
Real Estate 24.6% $34,993,826
Healthcare 15.4% $21,900,160
Communication Services 11.9% $16,849,916
Technology 11.6% $16,440,672
Industrials 1.0% $1,444,612
Basic Materials 1.0% $1,385,000

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
3 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
4 positions
Ticker Δ Shares Shares Value Open

New Positions

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

Sold Out

Positions the filer fully exited
9 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
11 positions · $142,068,487 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History