Helix Partners Management LP is an SEC-registered investment adviser based in New York, NY that reports managing 2 hedge funds on Form ADV. It reports $1.8 billion in regulatory assets under management. Its private funds, of all types, hold $1.8 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +36.5% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +113.7% from Q1 2025 to Q2 2026, compared with +27.4% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $1.8 billionForm ADV Item 5.F
- Gross assets of private funds
- $1.8 billionAll private fund types, Form ADV
- Hedge funds managed
- 22 private funds in total
- Employees
- 14Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 325120
- Latest Form ADV
- 03/26/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +32.2% | +14.8% |
| Q1 2026 | +3.3% | -4.6% |
| Q4 2025 | -3.0% | +2.4% |
| Q3 2025 | +33.1% | +7.8% |
| Q2 2025 | +63.0% | +10.4% |
| Q1 2025 | -25.6% | -4.5% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Core Scientific Inc$116.4 million
- 67623c307$94.4 million
- Service Pptys TR$92.4 million
- Global Net Lease Inc$27.0 million
- Capital One Finl Corp Com$15.5 million
- Echostar Corp$15.1 million
- Warner Bros Discovery Inc Com Ser A$4.0 million
- Altice USA Inc$3.7 million
- Community Health SYS Inc New$1.3 million
- M3brigade Acquisition V Corp$999,999
As of 2026-06-30, from 13F filing by Helix Partners Management LP.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures