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Bridger Management, LLC

SEC CIK
0001166309
Latest filing
Aug 17, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 17, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
24
0 vs. Q1 2026
Portfolio value
$150.1M
+$22.1M (+17.3%) vs. Q1 2026
Filed
Aug 17, 2026
SEC
Holdings of Bridger Management, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSMorgan StanleyStock112,293$23.5M15.6%00.0%UnchangedHistory
AMZNAmazon Com IncStock62,771$15.0M10.0%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS367,600$12.5M8.3%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock23,699$9.85M6.6%+23,699NewHistory
FLUTFlutter Entertainment plcSHS92,425$9.44M6.3%00.0%UnchangedHistory
LLYEli Lilly & CoStock5,845$7.01M4.7%+1,109+23.4%AddedHistory
DXCMDexcom IncCOM101,893$6.86M4.6%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock18,488$6.61M4.4%00.0%UnchangedHistory
MLMMartin Marietta Materials IncCOM11,055$6.38M4.2%+3,417+44.7%AddedHistory
VVisa Inc.Stock17,200$5.90M3.9%00.0%UnchangedHistory
MSGSMadison Square Garden Sports Corp.CL A13,072$5.25M3.5%00.0%UnchangedHistory
CHDNChurchill Downs IncCOM57,179$5.13M3.4%00.0%UnchangedHistory
OSCROscar Health, Inc.CL A172,489$4.92M3.3%+172,489NewHistory
HQYHealthequity, Inc.COM51,616$4.66M3.1%+51,616NewHistory
MSFTMicrosoft CorpStock12,300$4.59M3.1%00.0%UnchangedHistory
DASHDoorDash, Inc.Stock23,920$4.41M2.9%00.0%UnchangedHistory
UBERUber Technologies, IncStock58,416$4.22M2.8%00.0%UnchangedHistory
HIMSHims & Hers Health, Inc.Stock119,865$4.16M2.8%+119,865NewHistory
IBITiShares Bitcoin Trust ETFETF83,119$2.77M1.8%00.0%UnchangedHistory
MLCOMelco Resorts & Entertainment LTDADR522,966$2.76M1.8%00.0%UnchangedHistory
SPCXSpace Exploration Technologies CorpCLASS A COM STK15,500$2.65M1.8%+15,500NewHistory
TOSTToast, Inc.Stock40,392$1.12M0.7%00.0%UnchangedHistory
NEXTNextDecade CorpCOM67,837$511.5K0.3%00.0%UnchangedHistory
Surrozen, Inc.86889P117*W EXP 08/01/203442,052$7.29K<0.1%00.0%Unchanged–

Sold out since Q1 2026 (5)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Bridger Management, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
ALCAlcon IncStock84,300$6.35M5.0%History
NKENIKE, Inc.Stock119,965$6.34M5.0%History
AORTArtivion, Inc.COM132,588$4.86M3.8%History
BBNXBeta Bionics, Inc.COM163,124$1.63M1.3%History
RXSTRxSight, Inc.COM248,858$1.53M1.2%History