$2.34 Billion is the total value of Camber Capital Management LP's 26 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 52.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGN | Sell | ALLERGAN PLC | $171,432,000 | +2.3% | 900,000 | -10.4% | 7.34% | +13.8% |
| HCA | Sell | HCA HEALTHCARE INC | $139,120,000 | +0.4% | 1,000,000 | -25.9% | 5.95% | +11.7% |
| BIIB | Sell | BIOGEN INC | $105,993,000 | -18.8% | 300,000 | -33.3% | 4.54% | -9.7% |
| NKTR | Sell | NEKTAR THERAPEUTICS | $91,440,000 | -6.4% | 1,500,000 | -25.0% | 3.91% | +4.1% |
| GBT | Sell | GLOBAL BLOOD THERAPEUTICS INC | $78,850,000 | -20.7% | 2,075,000 | -5.7% | 3.37% | -11.8% |
| MNTA | Sell | MOMENTA PHARMACEUTICALS INC | $75,715,000 | +21.2% | 2,878,890 | -5.8% | 3.24% | +34.8% |
| EVHC | Sell | ENVISION HEALTHCARE CORP | $61,964,000 | -14.7% | 1,355,000 | -17.9% | 2.65% | -5.1% |
| THC | Sell | TENET HEALTHCARE CORP | $44,113,000 | -41.6% | 1,550,000 | -31.1% | 1.89% | -35.0% |
| KTWO | Sell | K2M GROUP HLDGS INC | $27,370,000 | -39.2% | 1,000,000 | -50.0% | 1.17% | -32.4% |
| ENDP | Exit | ENDO INTL PLC | $0 | – | -2,500,000 | -100.0% | -0.91% | – |
| WMGI | Exit | WRIGHT MED GROUP N V | $0 | – | -1,250,000 | -100.0% | -1.25% | – |
| MNKKQ | Exit | MALLINCKRODT PUB LTD CO | $0 | – | -1,900,000 | -100.0% | -1.36% | – |
| CSII | Exit | CARDIOVASCULAR SYS INC DEL | $0 | – | -1,647,677 | -100.0% | -2.05% | – |
| MYGN | Exit | MYRIAD GENETICS INC | $0 | – | -1,500,000 | -100.0% | -2.16% | – |
| NUVA | Exit | NUVASIVE INC | $0 | – | -1,200,000 | -100.0% | -2.41% | – |
| CELG | Exit | CELGENE CORPcall | $0 | – | -1,000,000 | -100.0% | -3.06% | – |
| SHPG | Exit | SHIRE PLCsponsored adr | $0 | – | -650,000 | -100.0% | -4.22% | – |
| BMY | Exit | BRISTOL MYERS SQUIBB COcall | $0 | – | -2,000,000 | -100.0% | -4.26% | – |
| GHDX | Exit | GENOMIC HEALTH INC | $0 | – | -2,458,100 | -100.0% | -4.77% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TEVA PHARMACEUTICALS INDS LTD | 34 | Q3 2023 | 9.7% |
| BROOKDALE SR LIVING INC | 32 | Q3 2023 | 5.0% |
| PERRIGO CO PLC | 29 | Q3 2023 | 7.1% |
| TENET HEALTHCARE CORP | 28 | Q3 2023 | 8.5% |
| NEKTAR THERAPEUTICS | 28 | Q1 2022 | 9.8% |
| UNIVERSAL HLTH SVCS INC | 25 | Q3 2023 | 9.9% |
| MYRIAD GENETICS INC | 24 | Q3 2023 | 5.0% |
| SAREPTA THERAPEUTICS INC | 23 | Q3 2023 | 6.0% |
| MYLAN NV | 21 | Q3 2020 | 10.1% |
| AMAG PHARMACEUTICALS INC | 21 | Q3 2020 | 4.0% |
View Camber Capital Management LP's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ORASURE TECHNOLOGIES INC | February 02, 2023 | ? | ? |
| Solid Biosciences Inc. | December 12, 2022 | ? | ? |
| AVROBIO, Inc. | February 14, 2022 | ? | ? |
| COLLEGIUM PHARMACEUTICAL, INC | February 14, 2022 | ? | ? |
| AMAG PHARMACEUTICALS, INC. | February 16, 2021 | ? | ? |
| Atara Biotherapeutics, Inc. | February 16, 2021 | ? | ? |
| Change Healthcare Inc. | February 16, 2021 | ? | ? |
| GLYCOMIMETICS INC | February 16, 2021 | ? | ? |
| Clovis Oncology, Inc. | February 14, 2020 | ? | ? |
| Cyclerion Therapeutics, Inc. | February 14, 2020 | ? | ? |
View Camber Capital Management LP's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| SC 13G | 2023-10-30 |
View Camber Capital Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.