Fort Baker Capital Management LP

**Fort Baker Capital Management LP** manages $900M across a portfolio of 113 positions, demonstrating concentrated conviction in select names. Top holdings include FYBR at $40.6M, followed closely by UBS ($38.6M), WBD ($38.2M), and WRB-PH ($37.5M). The fund maintains significant exposure across technology and media sectors, with notable allocations to CWAN ($36.9M) and EXK ($36.3M). This structure suggests a tactical, high-conviction approach to generating alpha within the current market cycle.

📌 Top Holdings