Polygon Management Ltd. 13F Holdings

CIK 02815287 · Grand Cayman, E9

As of Dec 31, 2023, Polygon Management Ltd. reported 31 positions worth $415.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
UIPATH INCPATHTechnology2,300,000$57.1M13.76%
AUTOLUS THERAPEUTICS PLCAUTLHealthcare8,000,000$51.5M12.41%
LYFT INCLYFTTechnology2,200,000$33.0M7.94%
TAKEDA PHARMACEUTIC-SP ADRTAKHealthcare1,903,662$27.2M6.54%
KOLIBRI GLOBAL ENERGY INCKGEIEnergy7,070,568$26.9M6.48%
SPRINKLR INCCXMTechnology2,200,000$26.5M6.38%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFHYG—310,707$24.0M5.79%
BALLYS CORPORATIONBALYConsumer Cyclical1,500,000$20.9M5.04%
LITHIUM ARGENTINA AG——32,109,000$20.9M5.03%
CYTOKINETICS INC——11,375,000$20.3M4.89%
ALTERYX INCAYXTechnology400,000 8.9M4.54%
NCL CORP LTD——12,062,000 8.1M4.37%
TARSUS PHARMACEUTICALS INCTARSHealthcare800,000 6.2M3.90%
Eagle Bulk Shipping Inc——7,031,000 2.6M3.03%
ATI INC——4,000,000 1.9M2.86%
MARCUS CORP DEL——5,000,000$7.5M1.80%
CHART INDS INC——3,000,000$7.0M1.68%
CUTERA INC——13,500,000$3.6M0.86%
FIRST MAJESTIC SILVER CORP——4,500,000$3.5M0.85%
OATLY GROUP ABOTLYConsumer Defensive1,888,892$2.2M0.54%
SNOWFLAKE INCSNOWTechnology10,000$2.0M0.48%
CUTERA INC——5,019,000 .2M0.29%
TECK RESOURCES LTDTECKBasic Materials20,537$868.1K0.21%
NOBLE CORP PLCNE.WSEnergy29,765$852.3K0.21%
ALBEMARLE CORPALBBasic Materials400,000$348.3K0.08%