$2.3 Billion is the total value of Camber Capital Management LP's 40 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 58.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IONS | Sell | IONIS PHARMACEUTICALS INC | $99,954,000 | -10.0% | 2,700,000 | -10.0% | 4.34% | +7.9% |
| INCY | Sell | INCYTE CORP | $91,164,000 | -15.0% | 1,200,000 | -11.1% | 3.96% | +2.0% |
| UHS | Sell | UNIVERSAL HLTH SVCS INCcl b | $75,029,000 | -67.6% | 745,000 | -53.4% | 3.26% | -61.2% |
| CHNG | Sell | CHANGE HEALTHCARE INC | $53,615,000 | -59.0% | 2,325,000 | -61.2% | 2.33% | -50.8% |
| MRTX | Sell | MIRATI THERAPEUTICS INC | $43,635,000 | -55.8% | 650,000 | -45.8% | 1.89% | -47.0% |
| RDUS | Exit | RADIUS HEALTH INC | $0 | – | -262,900 | -100.0% | -0.08% | – |
| NKTR | Exit | NEKTAR THERAPEUTICS | $0 | – | -4,000,000 | -100.0% | -0.78% | – |
| NBIX | Exit | NEUROCRINE BIOSCIENCES INC | $0 | – | -300,000 | -100.0% | -1.02% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -1,000,000 | -100.0% | -1.58% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -500,000 | -100.0% | -2.01% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -1,500,000 | -100.0% | -4.45% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,500,000 | -100.0% | -5.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.