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Livermore
Livermore
ZHEN

Bridger Management, LLC

SEC CIK
0001166309
Latest filing
Aug 17, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
44
+2 vs. Q1 2021
Portfolio value
$1.07B
+$671.0K (+0.1%) vs. Q1 2021
Filed
Aug 16, 2021
SEC
Holdings of Bridger Management, LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
GDDYGoDaddy Inc.CL A832,253$72.4M6.8%00.0%UnchangedHistory
CZRCaesars Entertainment, Inc.COM615,353$63.8M6.0%00.0%UnchangedHistory
MSMorgan StanleyStock584,092$53.6M5.0%00.0%UnchangedHistory
POSTPost Holdings, Inc.COM489,098$53.1M5.0%00.0%UnchangedHistory
UBERUber Technologies, IncStock1,016,409$50.9M4.8%+84,500+9.1%AddedHistory
ALCAlcon IncStock701,115$49.3M4.6%00.0%UnchangedHistory
ROSTRoss Stores, Inc.COM383,868$47.6M4.4%00.0%UnchangedHistory
CNCCentene CorpStock630,600$46.0M4.3%+630,600NewHistory
NTRANatera, Inc.COM393,620$44.7M4.2%+5,000+1.3%AddedHistory
VRSNVerisign IncCOM192,214$43.8M4.1%00.0%UnchangedHistory
LKQLKQ CorpCOM818,387$40.3M3.8%00.0%UnchangedHistory
CHTRCharter Communications, Inc.CL A54,959$39.6M3.7%00.0%UnchangedHistory
SHCSotera Health CoCOM1,506,454$36.5M3.4%−53,374−3.4%ReducedHistory
CLVTClarivate PLCORD SHS1,219,680$33.6M3.1%+360,680+42.0%AddedHistory
GDSGDS Holdings LtdSPONSORED ADS395,025$31.0M2.9%00.0%UnchangedHistory
FTDRFrontdoor, Inc.COM596,758$29.7M2.8%00.0%UnchangedHistory
PODDInsulet CorpStock100,145$27.5M2.6%+4,850+5.1%AddedHistory
IRWDIronwood Pharmaceuticals IncCOM CL A2,035,114$26.2M2.4%−817,300−28.7%ReducedHistory
ATRAAtara Biotherapeutics, Inc.COM1,325,188$20.6M1.9%−344,457−20.6%ReducedHistory
ETSYEtsy IncCOM97,763$20.1M1.9%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM111,304$18.9M1.8%−115,200−50.9%ReducedHistory
AMWLAmerican Well CorpCL A1,383,417$17.4M1.6%−245,200−15.1%ReducedHistory
ZGNXZogenix, Inc.COM NEW949,813$16.4M1.5%00.0%UnchangedHistory
CUTRCutera IncCOM325,400$16.0M1.5%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS1,500,000$14.8M1.4%00.0%UnchangedHistory
LBRDALiberty Broadband CorpCOM SER A87,833$14.8M1.4%00.0%UnchangedHistory
NVRONevro CorpCOM87,200$14.5M1.3%+87,200NewHistory
HCAHCA Healthcare, Inc.COM68,613$14.2M1.3%−162,160−70.3%ReducedHistory
Pretium Res Inc74139C102COM1,406,412$13.4M1.3%00.0%Unchanged–
Post Holdings Partnering Cor737465203UNIT 99/99/99991,250,000$13.0M1.2%+1,250,000New–
ZBHZimmer Biomet Holdings, Inc.Stock74,670$12.0M1.1%−14,400−16.2%ReducedHistory
LIVNLivaNova PLCSHS126,600$10.6M1.0%+126,600NewHistory
Avanti Acquisition CorpG0682V117UNIT 99/99/99991,000,000$10.2M1.0%00.0%Unchanged–
DXCMDexcom IncCOM21,953$9.37M0.9%+5,047+29.9%AddedHistory
TGTXTG Therapeutics, Inc.COM219,197$8.50M0.8%−37,700−14.7%ReducedHistory
QTRXQuanterix CorpCOM127,749$7.49M0.7%+50,500+65.4%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM116,015$7.33M0.7%−207,985−64.2%ReducedHistory
Consonance HFW Acquisition CG2445M129UNIT 99/99/9999700,000$7.28M0.7%00.0%Unchanged–
NEXINexImmune, Inc.COM400,000$6.53M0.6%00.0%UnchangedHistory
ALECAlector, Inc.COM203,900$4.25M0.4%+203,900NewHistory
SEERSeer, Inc.COM CL A57,700$1.89M0.2%+57,700NewHistory
Olink Hldg AB680710100SPONSORED ADS45,925$1.58M0.1%+45,925New–
NAUTNautilus Biotechnology, Inc.COM57,000$576.0K0.1%+57,000NewHistory
PLAYSTUDIOS, Inc.72815G116*W EXP 06/17/202141,105$261.0K<0.1%+141,105New–

Sold out since Q1 2021 (7)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Bridger Management, LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
MSFTMicrosoft CorpStock114,289$26.9M2.5%History
FCNCAFirst Citizens Bancshares IncCL A20,000$16.7M1.6%History
DRNADicerna Pharmaceuticals IncCOM588,910$15.1M1.4%History
SQZSQZ Biotechnologies CoCOM807,827$9.96M0.9%History
Acies Acquisition CorpG0103T105CL A899,997$8.94M0.8%–
DMTKDermTech, Inc.COM122,877$6.24M0.6%History
Acies Acquisition CorpG0103T113*W EXP 11/30/202299,999$456.0K<0.1%–