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BRIDGER MANAGEMENT, LLC

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13F filer, CIK 1166309, NEW YORK, NY

BRIDGER MANAGEMENT, LLC reported $127,971,446 across 24 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 67.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001166309-26-000003

Period
2026-03-31
Reported value
$128M
Holdings
24
Top 10 weight
67.82%
New
5
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FLUTadded+67,941$6.93M
GOOGLnew+18,488$5.32M
MLMnew+7,638$4.5M
LLYnew+4,736$4.36M
DASHnew+23,920$3.59M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CXexited-620,000-$7.12M
BIIBexited-36,065-$6.35M
BMYexited-115,179-$6.21M
HQYexited-60,484-$5.54M
MSreduced-24,400-$4.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001166309-26-000003, largest first. % of portfolio is the value over $127,971,446, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,714 shares; 2024Q4: 187,714 shares; 2025Q1: 187,714 shares; 2025Q2: 153,693 shares; 2025Q3: 153,693 shares; 2025Q4: 136,693 shares; 2026Q1: 112,293 shares 112,293$18.5M14.44%-24,400Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 12,114 shares; 2025Q1: 63,514 shares; 2025Q2: 53,471 shares; 2025Q3: 66,271 shares; 2025Q4: 66,271 shares; 2026Q1: 62,771 shares 62,771$13.1M10.22%-3,500Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981,000 shares; 2024Q4: 695,000 shares; 2025Q1: 695,000 shares; 2025Q2: 695,000 shares; 2025Q3: 695,000 shares; 2025Q4: 367,600 shares; 2026Q1: 367,600 shares 367,600$11.1M8.65%0Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,666 shares; 2025Q2: 24,484 shares; 2025Q3: 24,484 shares; 2025Q4: 24,484 shares; 2026Q1: 92,425 shares 92,425$9.42M7.36%+67,941Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,000 shares; 2025Q4: 101,893 shares; 2026Q1: 101,893 shares 101,893$6.4M5%0Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,634 shares; 2025Q4: 108,200 shares; 2026Q1: 84,300 shares 84,300$6.35M4.96%-23,900Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,165 shares; 2025Q3: 158,665 shares; 2025Q4: 179,765 shares; 2026Q1: 119,965 shares 119,965$6.34M4.95%-59,800Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,900 shares; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,488 shares 18,488$5.32M4.15%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,200 shares; 2026Q1: 17,200 shares 17,200$5.2M4.06%0Timeline
CHDNCHURCHILL DOWNS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,179 shares; 2026Q1: 57,179 shares 57,179$5.14M4.01%0Timeline
AORTARTIVION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,300 shares; 2025Q2: 132,588 shares; 2025Q3: 132,588 shares; 2025Q4: 132,588 shares; 2026Q1: 132,588 shares 132,588$4.86M3.79%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 12,300 shares; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares; 2026Q1: 12,300 shares 12,300$4.55M3.56%0Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,638 shares 7,638$4.5M3.51%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,307 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,736 shares 4,736$4.36M3.4%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,457 shares; 2024Q4: 289,471 shares; 2025Q1: 241,471 shares; 2025Q2: 127,829 shares; 2025Q3: 99,029 shares; 2025Q4: 83,036 shares; 2026Q1: 58,416 shares 58,416$4.2M3.28%-24,620Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,072 shares; 2025Q3: 13,072 shares; 2025Q4: 13,072 shares; 2026Q1: 13,072 shares 13,072$4.2M3.28%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,920 shares 23,920$3.59M2.81%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,200 shares; 2024Q4: 108,200 shares; 2025Q1: 83,119 shares; 2025Q2: 83,119 shares; 2025Q3: 103,619 shares; 2025Q4: 83,119 shares; 2026Q1: 83,119 shares 83,119$3.19M2.5%0Timeline
MLCOMELCO RESORTS AND ENTMNT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983,694 shares; 2024Q4: 354,544 shares; 2025Q1: 964,644 shares; 2025Q2: 522,966 shares; 2025Q3: 522,966 shares; 2025Q4: 522,966 shares; 2026Q1: 522,966 shares 522,966$2.97M2.32%0Timeline
BBNXBETA BIONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163,124 shares 163,124$1.63M1.28%newTimeline
RXSTRXSIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160,700 shares; 2026Q1: 248,858 shares 248,858$1.53M1.2%+88,158Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,692 shares; 2024Q4: 52,692 shares; 2025Q1: 52,692 shares; 2025Q2: 52,692 shares; 2025Q3: 40,392 shares; 2025Q4: 40,392 shares; 2026Q1: 40,392 shares 40,392$1.07M0.84%0Timeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,837 shares; 2024Q4: 67,837 shares; 2025Q1: 67,837 shares; 2025Q2: 67,837 shares; 2025Q3: 67,837 shares; 2025Q4: 67,837 shares; 2026Q1: 67,837 shares 67,837$520K0.41%0Timeline
SRZNWSURROZEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,666 shares; 2024Q4: 466,666 shares; 2025Q1: 466,666 shares; 2025Q2: 442,052 shares; 2025Q3: 442,052 shares; 2025Q4: 442,052 shares; 2026Q1: 442,052 shares 442,052$7.07K0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CXCEMEX SAB DE CV620,000$7.12Mshares
BIIBBIOGEN INC36,065$6.35Mshares
BMYBRISTOL-MYERS SQUIBB CO115,179$6.21Mshares
HQYHEALTHEQUITY INC60,484$5.54Mshares
CMPSCOMPASS PATHWAYS PLC147,209$1.02Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001166309-26-000003 base2026-05-15acceptance time not in the bulk data set