This page tracks Fort Baker Capital Management LP’s institutional portfolio moves as disclosed in its SEC Form 13F filings, updated every quarter as new data becomes available. Rather than a one-off snapshot, it’s meant as a running record of how the fund’s equity holdings shift over time, quarter by quarter, so readers can follow the pattern of buys, sells, and position sizing changes as they happen.
13F filings report holdings as of the end of each quarter rather than exact trade dates, so all moves below are described as occurring during the quarter ending 2026-06-30, without implying a specific day of activity.
New and Expanded Positions – Quarter Ending 2026-06-30
During the quarter ending 2026-06-30, Fort Baker Capital Management LP opened several new positions, including Invesco QQQ Trust worth $36,820,000, Super Micro Computer Inc worth $27,814,551, Churchill Cap Corp XII worth $21,300,001, Spartacus Acquisition Corp I worth $19,728,089, MakeMyTrip Limited Mauritius worth $19,260,824, Tandem Diabetes Care Inc (TNDM) worth $14,446,975, and Archimedes Tech SPAC Partner worth $14,345,442. The fund also built up several existing stakes: Norfolk Southern Corp rose 97% (from $50,105,321 to $98,865,884), Warner Bros Discovery Inc (WBD) jumped 517% (from $19,208,270 to $118,486,451), Churchill Capital Corp IX increased 101% (from $15,548,895 to $31,294,102), Rithm Acquisition Corp (RAC) grew 336% (from $4,684,212 to $20,401,236), and Space Asset Acquisition Corp (SAAQ) climbed 448% (from $3,497,953 to $19,174,164).
Exits and Reduced Positions – Quarter Ending 2026-06-30
The fund also exited a number of holdings entirely during the quarter ending 2026-06-30, including Terns Pharmaceuticals Inc (previously worth $43,335,840), Cartesian Growth Corp III ($27,718,557), Clearwater Analytics Hldgs I ($22,954,950), Real Asset Acquisition Corp ($18,053,270), OneStream Inc ($16,550,088), and Roman DBDR Acquisition Corp ($15,953,620). Two long-held positions were sharply trimmed rather than closed: AES Corp (AES) was cut 97%, from $62,260,356 down to $1,704,958, and Electronic Arts Inc (EA) was reduced 94%, from $80,560,862 down to $4,592,896.
This profile will be refreshed each time Fort Baker Capital Management LP files a new 13F, adding the latest quarter’s moves alongside this history. It’s built for informational tracking of institutional filings only, not as a recommendation to buy, sell, or hold any of the securities mentioned.
Related ticker coverage
- WBD — all coverage →
- SMCI — all coverage →
- AES — all coverage →
- EA — all coverage →
- RAC — all coverage →
- SAAQ — all coverage →
- TNDM — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.