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Bridger Management, LLC

SEC CIK
0001166309
Latest filing
Aug 17, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Mar 25, 2024. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
24
−20 vs. Q3 2022
Portfolio value
$247.5M
−$83.0M (−25.1%) vs. Q3 2022
Filed
Mar 25, 2024
AmendedSECSEC
Holdings of Bridger Management, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
UBERUber Technologies, IncStock1,246,009$30.8M12.4%00.0%UnchangedHistory
MSMorgan StanleyStock342,214$29.1M11.8%00.0%UnchangedHistory
GDDYGoDaddy Inc.CL A292,953$21.9M8.9%−71,400−19.6%ReducedHistory
CZRCaesars Entertainment, Inc.COM454,353$18.9M7.6%+42,600+10.3%AddedHistory
CHTRCharter Communications, Inc.CL A50,913$17.3M7.0%−17,246−25.3%ReducedHistory
MLCOMelco Resorts & Entertainment LTDADR1,343,300$15.4M6.2%+1,143,300+571.7%AddedHistory
BMRNBiomarin Pharmaceutical IncCOM142,439$14.7M6.0%+42,039+41.9%AddedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS1,500,000$13.7M5.5%00.0%UnchangedHistory
BIIBBiogen Inc.COM47,777$13.2M5.3%+47,777NewHistory
Post Holdings Partnering Cor737465203UNIT 99/99/99991,250,000$12.6M5.1%00.0%Unchanged–
VRSNVerisign IncCOM46,953$9.65M3.9%00.0%UnchangedHistory
POSTPost Holdings, Inc.COM100,298$9.05M3.7%00.0%UnchangedHistory
MDUMdu Resources Group IncStock272,800$8.28M3.3%+97,300+55.4%AddedHistory
ALCAlcon IncStock92,228$6.32M2.6%−177,664−65.8%ReducedHistory
SOCSable Offshore Corp.COM CL A500,000$5.03M2.0%00.0%UnchangedHistory
DCBODocebo Inc.COM150,300$4.96M2.0%00.0%UnchangedHistory
BRBRBellring Brands, Inc.Stock187,122$4.80M1.9%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock16,468$4.76M1.9%−23,304−58.6%ReducedHistory
LBRTLiberty Energy Inc.COM CL A188,000$3.01M1.2%+188,000NewHistory
WRACWilliams Rowland Acquisition Corp.COM297,000$2.98M1.2%−653,000−68.7%ReducedHistory
TOSTToast, Inc.Stock52,692$950.0K0.4%00.0%UnchangedHistory
SRZNSurrozen, Inc.COM61,699$35.9K<0.1%−638,302−91.2%ReducedHistory
Surrozen, Inc.86889P117*W EXP 08/01/203466,666$30.8K<0.1%−233,333−33.3%Reduced–
Williams Rowland Acquisition Corp.96951B110*W EXP 12/11/202475,000$21.4K<0.1%00.0%Unchanged–

Sold out since Q3 2022 (22)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Bridger Management, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
IRTCiRhythm Holdings, Inc.COM120,879$15.1M4.6%History
HUMHumana IncStock21,000$10.2M3.1%History
Avanti Acquisition CorpG0682V117UNIT 99/99/99991,000,000$10.0M3.0%–
IRWDIronwood Pharmaceuticals IncCOM CL A916,314$9.49M2.9%History
AZNAstraZeneca PLCSPONSORED ADR156,400$8.58M2.6%History
AIRSAirsculpt Technologies, Inc.COM1,298,141$8.35M2.5%History
RCMR1 RCM Inc.COM374,800$6.95M2.1%History
KRTXKaruna Therapeutics, Inc.COM28,600$6.43M1.9%History
SKINSkinHealth Systems Inc.COM CL A446,607$5.26M1.6%History
BPMCBlueprint Medicines CorpCOM53,300$3.51M1.1%History
STAAStaar Surgical CoCOM PAR $0.0146,536$3.28M1.0%History
RXSTRxSight, Inc.COM221,732$2.66M0.8%History
CNCCentene CorpStock28,263$2.20M0.7%History
QTRXQuanterix CorpCOM198,600$2.19M0.7%History
Abcam PLC000380204ADS142,350$2.13M0.6%–
XENEXenon Pharmaceuticals Inc.COM45,235$1.63M0.5%History
PRVAPrivia Health Group, Inc.COM47,703$1.63M0.5%History
LIVNLivaNova PLCSHS26,790$1.36M0.4%History
NAUTNautilus Biotechnology, Inc.COM413,700$877.0K0.3%History
DMTKDermTech, Inc.COM208,600$826.0K0.2%History
Advisorshares Tr00768Y453PURE US CANN ETF55,958$499.0K0.2%–
NEXINexImmune, Inc.COM400,000$222.0K0.1%History