Filed: 2/14/2023ACC: 0001654954-23-001662
📋 What this filing means
CAMBER CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $2.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$2.92M
Total AUM (reported)
128.06M
Total Shares
Allocation by class
COM$1.78M61.2%
SPONSORED ADR$470.8K16.1%
CL B$239.5K8.2%
COM NEW$202.8K7.0%
SHS$85.2K2.9%
SPONSORED ADS$63.8K2.2%
SHS NEW$37.4K1.3%
Portfolio Concentration
Top 3$856.8K29.4%
4–10$1.06M36.3%
11–25$822.8K28.2%
Rest$176.8K6.1%
Top 3 weight
29.4%
Top 10 weight
65.7%
Voting Authority Distribution
Total shares with voting rights: 128.06M
Sole
Full voting authority
128.06M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
SANOFI
SOLEShares7M
TypeSH
Market value$339.0K
11.63%
Sole
7M
Shared
0.00
None
0.00
VIATRIS INC
SOLEShares25M
TypeSH
Market value$278.3K
9.54%
Sole
25M
Shared
0.00
None
0.00
UNIVERSAL HLTH SVCS INC
SOLEShares1.70M
TypeSH
Market value$239.5K
8.21%
Sole
1.70M
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares4M
TypeSH
Market value$195.2K
6.69%
Sole
4M
Shared
0.00
None
0.00
WALGREENS BOOTS ALLIANCE INC
SOLEShares5M
TypeSH
Market value$186.8K
6.41%
Sole
5M
Shared
0.00
None
0.00
SAREPTA THERAPEUTICS INC
SOLEShares1.25M
TypeSH
Market value$162.0K
5.56%
Sole
1.25M
Shared
0.00
None
0.00
ZIMMER BIOMET HOLDINGS INC
SOLEShares1.25M
TypeSH
Market value$159.4K
5.47%
Sole
1.25M
Shared
0.00
None
0.00
GSK PLC
SOLEShares3.75M
TypeSH
Market value$131.8K
4.52%
Sole
3.75M
Shared
0.00
None
0.00
SELECT MED HLDGS CORP
SOLEShares4.80M
TypeSH
Market value$119.2K
4.09%
Sole
4.80M
Shared
0.00
None
0.00
PTC THERAPEUTICS INC
SOLEShares2.75M
TypeSH
Market value$105.0K
3.60%
Sole
2.75M
Shared
0.00
None
0.00
MYRIAD GENETICS INC
SOLEShares7M
TypeSH
Market value$101.6K
3.48%
Sole
7M
Shared
0.00
None
0.00
PERRIGO CO PLC
SOLEShares2.50M
TypeSH
Market value$85.2K
2.92%
Sole
2.50M
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
SOLEShares375K
TypeSH
Market value$79.1K
2.71%
Sole
375K
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC
SOLEShares1.93M
TypeSH
Market value$72.7K
2.49%
Sole
1.93M
Shared
0.00
None
0.00
SEAGEN INC
SOLEShares500K
TypeSH
Market value$64.3K
2.20%
Sole
500K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares7M
TypeSH
Market value$63.8K
2.19%
Sole
7M
Shared
0.00
None
0.00
MIRATI THERAPEUTICS INC
SOLEShares1.40M
TypeSH
Market value$63.4K
2.18%
Sole
1.40M
Shared
0.00
None
0.00
DENTSPLY SIRONA INC
SOLEShares1.76M
TypeSH
Market value$56.2K
1.93%
Sole
1.76M
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares18M
TypeSH
Market value$49.1K
1.69%
Sole
18M
Shared
0.00
None
0.00
QUANTERIX CORP
SOLEShares3.42M
TypeSH
Market value$47.4K
1.63%
Sole
3.42M
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares750K
TypeSH
Market value$37.4K
1.28%
Sole
750K
Shared
0.00
None
0.00
REPLIMUNE GROUP INC
SOLEShares1M
TypeSH
Market value$27.2K
0.93%
Sole
1M
Shared
0.00
None
0.00
SAGE THERAPEUTICS INC
SOLEShares700K
TypeSH
Market value$26.7K
0.92%
Sole
700K
Shared
0.00
None
0.00
COLLEGIUM PHARMACEUTICAL INC
SOLEShares1.05M
TypeSH
Market value$24.4K
0.84%
Sole
1.05M
Shared
0.00
None
0.00
ZIMVIE INC
SOLEShares2.60M
TypeSH
Market value$24.3K
0.83%
Sole
2.60M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SANOFISOLE | SPONSORED ADR | 7M | SH | $339.0K 11.63% | 7M | 0.00 | 0.00 |
VIATRIS INCSOLE | COM | 25M | SH | $278.3K 9.54% | 25M | 0.00 | 0.00 |
UNIVERSAL HLTH SVCS INCSOLE | CL B | 1.70M | SH | $239.5K 8.21% | 1.70M | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 4M | SH | $195.2K 6.69% | 4M | 0.00 | 0.00 |
WALGREENS BOOTS ALLIANCE INCSOLE | COM | 5M | SH | $186.8K 6.41% | 5M | 0.00 | 0.00 |
SAREPTA THERAPEUTICS INCSOLE | COM | 1.25M | SH | $162.0K 5.56% | 1.25M | 0.00 | 0.00 |
ZIMMER BIOMET HOLDINGS INCSOLE | COM | 1.25M | SH | $159.4K 5.47% | 1.25M | 0.00 | 0.00 |
GSK PLCSOLE | SPONSORED ADR | 3.75M | SH | $131.8K 4.52% | 3.75M | 0.00 | 0.00 |
SELECT MED HLDGS CORPSOLE | COM | 4.80M | SH | $119.2K 4.09% | 4.80M | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 2.75M | SH | $105.0K 3.60% | 2.75M | 0.00 | 0.00 |
MYRIAD GENETICS INCSOLE | COM | 7M | SH | $101.6K 3.48% | 7M | 0.00 | 0.00 |
PERRIGO CO PLCSOLE | SHS | 2.50M | SH | $85.2K 2.92% | 2.50M | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 375K | SH | $79.1K 2.71% | 375K | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCSOLE | COM | 1.93M | SH | $72.7K 2.49% | 1.93M | 0.00 | 0.00 |
SEAGEN INCSOLE | COM | 500K | SH | $64.3K 2.20% | 500K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 7M | SH | $63.8K 2.19% | 7M | 0.00 | 0.00 |
MIRATI THERAPEUTICS INCSOLE | COM | 1.40M | SH | $63.4K 2.18% | 1.40M | 0.00 | 0.00 |
DENTSPLY SIRONA INCSOLE | COM | 1.76M | SH | $56.2K 1.93% | 1.76M | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 18M | SH | $49.1K 1.69% | 18M | 0.00 | 0.00 |
QUANTERIX CORPSOLE | COM | 3.42M | SH | $47.4K 1.63% | 3.42M | 0.00 | 0.00 |
QIAGEN NVSOLE | SHS NEW | 750K | SH | $37.4K 1.28% | 750K | 0.00 | 0.00 |
REPLIMUNE GROUP INCSOLE | COM | 1M | SH | $27.2K 0.93% | 1M | 0.00 | 0.00 |
SAGE THERAPEUTICS INCSOLE | COM | 700K | SH | $26.7K 0.92% | 700K | 0.00 | 0.00 |
COLLEGIUM PHARMACEUTICAL INCSOLE | COM | 1.05M | SH | $24.4K 0.84% | 1.05M | 0.00 | 0.00 |
ZIMVIE INCSOLE | COM | 2.60M | SH | $24.3K 0.83% | 2.60M | 0.00 | 0.00 |
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