Camber Capital Management LP 13F Holdings · last filed Q2 2025
Camber Capital Management LP reported 23 securities worth $1.07B in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: SPY (29.00%), ZBH (8.56%), BAX (8.10%). Among its top 25 positions this quarter: 4 new, 1 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $308.9M | 29.00% | 500,000 | Trimmed |
| 2 | ZBH | ZIMMER BIOMET HOLDINGS INC | $91.2M | 8.56% | 1.0M | Trimmed |
| 3 | BAX | BAXTER INTL INC | $86.3M | 8.10% | 2.9M | Trimmed |
| 4 | HUM | HUMANA INC | $73.3M | 6.89% | 300,000 | Trimmed |
| 5 | CVS | CVS HEALTH CORP | $72.4M | 6.80% | 1.1M | Trimmed |
| 6 | GMED | GLOBUS MED INC | $47.2M | 4.43% | 800,000 | Trimmed |
| 7 | ICLR | ICON PLC | $43.6M | 4.10% | 300,000 | New |
| 8 | ASND | ASCENDIS PHARMA A/S | $43.1M | 4.05% | 250,000 | Trimmed |
| 9 | MRK | MERCK & CO INC | $39.6M | 3.72% | 500,000 | New |
| 10 | GSK | GSK PLC | $38.4M | 3.60% | 1.0M | Hold |
| 11 | PFE | PFIZER INC | $36.4M | 3.41% | 1.5M | Trimmed |
| 12 | BMRN | BIOMARIN PHARMACEUTICAL INC | $33.0M | 3.10% | 600,000 | Added |
| 13 | UNH | UNITEDHEALTH GROUP INC | $31.2M | 2.93% | 100,000 | New |
| 14 | VTRS | VIATRIS INC | $24.6M | 2.31% | 2.8M | Trimmed |
| 15 | BKD | BROOKDALE SR LIVING INC | $15.0M | 1.40% | 2.1M | Trimmed |
| 16 | ZIMV | ZIMVIE INC | $15.0M | 1.40% | 1.6M | Trimmed |
| 17 | APLS | APELLIS PHARMACEUTICALS INC | $14.7M | 1.38% | 850,000 | New |
| 18 | MYGN | MYRIAD GENETICS INC | $10.6M | 1.00% | 2.0M | Trimmed |
| 19 | EVH | EVOLENT HEALTH INC | $9.6M | 0.90% | 850,000 | Trimmed |
| 20 | CON | CONCENTRA GROUP HOLDINGS PAR | $8.2M | 0.77% | 400,000 | Trimmed |
| 21 | INGN | INOGEN INC | $6.9M | 0.64% | 975,000 | Hold |
| 22 | DNLI | DENALI THERAPEUTICS INC | $5.6M | 0.53% | 400,000 | Trimmed |
| 23 | TBPH | THERAVANCE BIOPHARMA INC | $5.0M | 0.47% | 450,000 | Trimmed |
| 24 | ANAB | ANAPTYSBIO INC | $2.8M | 0.26% | 125,000 | Trimmed |
| 25 | OSUR | ORASURE TECHNOLOGIES INC | $2.7M | 0.25% | 900,000 | Hold |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR