$2.91 Billion is the total value of Camber Capital Management LP's 32 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRput | $396,330,000 | – | 1,000,000 | +100.0% | 13.60% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $100,050,000 | – | 625,000 | +100.0% | 3.43% | – |
| MRK | New | MERCK & CO. INC | $77,090,000 | – | 1,000,000 | +100.0% | 2.64% | – |
| GILD | New | GILEAD SCIENCES INC | $64,630,000 | – | 1,000,000 | +100.0% | 2.22% | – |
| WELL | New | WELLTOWER INC | $58,020,000 | – | 810,000 | +100.0% | 1.99% | – |
| VTR | New | VENTAS INC | $48,006,000 | – | 900,000 | +100.0% | 1.65% | – |
| IONS | New | IONIS PHARMACEUTICALS INC | $44,960,000 | – | 1,000,000 | +100.0% | 1.54% | – |
| INCY | New | INCYTE CORP | $40,635,000 | – | 500,000 | +100.0% | 1.39% | – |
| RETA | New | REATA PHARMACEUTICALS INCcl a | $39,880,000 | – | 400,000 | +100.0% | 1.37% | – |
| MRTX | New | MIRATI THERAPEUTICS INC | $21,413,000 | – | 125,000 | +100.0% | 0.74% | – |
| TBIO | New | TRANSLATE BIO INC | $18,964,000 | – | 1,150,000 | +100.0% | 0.65% | – |
| INNV | New | INNOVAGE HLDG CORP | $16,764,000 | – | 650,000 | +100.0% | 0.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2023-08-14 |
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.