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Camber Capital Management LP

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13F filer, CIK 1444043, BOSTON, MA

Camber Capital Management LP reported $3,613,475,000 across 37 holdings for the quarter ended 2024-06-30, in a 13F-HR filed 2024-08-14. Its ten largest share positions make up 61.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001654954-24-010537

Period
2024-06-30
Reported value
$3.61B
Holdings
37
Top 10 weight
61.37%
New
6
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HUMnew+400,000$149M
CVSnew+1,500,000$88.6M
BMRNadded+850,000$70M
MDTadded+400,000$31.5M
ARGXnew+72,000$31M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
THCexited-1,900,000-$200M
BIIBexited-400,000-$86.3M
SRPTreduced-435,000-$68.7M
UHSreduced-300,000-$55.5M
MYGNreduced-2,135,000-$52.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2024

Share positions as resolved from 13F-HR 0001654954-24-010537, largest first. % of portfolio is the value over $2,591,140,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,850,000 shares; 2023Q4: 1,925,000 shares; 2024Q1: 1,925,000 shares; 2024Q2: 1,925,000 shares 1,925,000$209M8.06%0Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,000,000 shares; 2023Q4: 5,000,000 shares; 2024Q1: 5,000,000 shares; 2024Q2: 5,500,000 shares 5,500,000$184M7.1%+500,000Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,500,000 shares; 2023Q4: 1,850,000 shares; 2024Q1: 1,850,000 shares; 2024Q2: 2,250,000 shares 2,250,000$177M6.83%+400,000Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,000,000 shares; 2023Q4: 1,870,000 shares; 2024Q1: 1,250,000 shares; 2024Q2: 950,000 shares 950,000$176M6.78%-300,000Timeline
GMEDGLOBUS MED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,725,000 shares; 2023Q4: 2,250,000 shares; 2024Q1: 2,500,000 shares; 2024Q2: 2,500,000 shares 2,500,000$171M6.61%0Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 20,000,000 shares; 2023Q4: 18,500,000 shares; 2024Q1: 16,250,000 shares; 2024Q2: 15,000,000 shares 15,000,000$159M6.15%-1,250,000Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400,000 shares 400,000$149M5.77%newTimeline
MYGNMYRIAD GENETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 6,635,000 shares; 2023Q4: 7,635,000 shares; 2024Q1: 7,635,000 shares; 2024Q2: 5,500,000 shares 5,500,000$135M5.19%-2,135,000Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 675,000 shares; 2024Q1: 1,150,000 shares; 2024Q2: 1,150,000 shares 1,150,000$123M4.74%0Timeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,400,000 shares; 2023Q4: 4,000,000 shares; 2024Q1: 4,000,000 shares; 2024Q2: 3,500,000 shares 3,500,000$107M4.13%-500,000Timeline
BKDBROOKDALE SR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 18,000,000 shares; 2023Q4: 15,500,000 shares; 2024Q1: 15,500,000 shares; 2024Q2: 15,500,000 shares 15,500,000$106M4.09%0Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,850,000 shares; 2023Q4: 2,175,000 shares; 2024Q1: 2,175,000 shares; 2024Q2: 2,675,000 shares 2,675,000$103M3.97%+500,000Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 300,000 shares; 2023Q4: not reported; 2024Q1: 250,000 shares; 2024Q2: 1,100,000 shares 1,100,000$90.6M3.5%+850,000Timeline
SEMSELECT MED HLDGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,400,000 shares; 2023Q4: 3,400,000 shares; 2024Q1: 3,400,000 shares; 2024Q2: 2,550,000 shares 2,550,000$89.4M3.45%-850,000Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,500,000 shares 1,500,000$88.6M3.42%newTimeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,200,000 shares; 2023Q4: 7,000,000 shares; 2024Q1: 7,800,000 shares; 2024Q2: 7,000,000 shares 7,000,000$84.7M3.27%-800,000
QIAGEN NVQIAGEN NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,210,000 shares; 2024Q2: 1,500,000 shares 1,500,000$61.6M2.38%+290,000
ZIMVIE INCZIMVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 3,250,000 shares; 2023Q4: 3,250,000 shares; 2024Q1: 3,250,000 shares; 2024Q2: 3,250,000 shares 3,250,000$59.3M2.29%0
DNLIDENALI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,500,000 shares; 2024Q2: 2,000,000 shares 2,000,000$46.4M1.79%+500,000Timeline
PRGOPERRIGO CO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,850,000 shares; 2023Q4: 1,850,000 shares; 2024Q1: 1,520,000 shares; 2024Q2: 1,520,000 shares 1,520,000$39M1.51%0Timeline
HLFHERBALIFE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,850,000 shares; 2023Q4: 2,000,000 shares; 2024Q1: 3,000,000 shares; 2024Q2: 3,000,000 shares 3,000,000$31.2M1.2%0Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 72,000 shares 72,000$31M1.19%newTimeline
SRPTSAREPTA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 800,000 shares; 2023Q4: 800,000 shares; 2024Q1: 585,000 shares; 2024Q2: 150,000 shares 150,000$23.7M0.91%-435,000Timeline
BROOKDALE SR LIVING INCBROOKDALE SR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 250,000 shares; 2023Q4: 250,000 shares; 2024Q1: 250,000 shares; 2024Q2: 250,000 shares 250,000$23.2M0.9%0
BCYCBICYCLE THERAPEUTICS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 400,000 shares; 2023Q4: 450,000 shares; 2024Q1: 450,000 shares; 2024Q2: 915,000 shares 915,000$18.5M0.71%+465,000Timeline
OSURORASURE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 4,250,000 shares; 2023Q4: 4,250,000 shares; 2024Q1: 4,250,000 shares; 2024Q2: 4,250,000 shares 4,250,000$18.1M0.7%0Timeline
INGNINOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,000,000 shares; 2023Q4: 2,000,000 shares; 2024Q1: 2,000,000 shares; 2024Q2: 2,000,000 shares 2,000,000$16.3M0.63%0Timeline
MLTXMOONLAKE IMMUNOTHERAPEUTICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 355,000 shares 355,000$15.6M0.6%newTimeline
ANABANAPTYSBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 500,000 shares 500,000$12.5M0.48%newTimeline
REPLREPLIMUNE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 2,000,000 shares; 2023Q4: 1,000,000 shares; 2024Q1: 2,750,000 shares; 2024Q2: 1,350,000 shares 1,350,000$12.2M0.47%-1,400,000Timeline
EVHEVOLENT HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 625,000 shares 625,000$11.9M0.46%newTimeline
TBPHTHERAVANCE BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,000,000 shares; 2024Q2: 1,000,000 shares 1,000,000$8.48M0.33%0Timeline
SKINSKINHEALTH SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 5,000,000 shares; 2023Q4: 3,500,000 shares; 2024Q1: 3,500,000 shares; 2024Q2: 3,500,000 shares 3,500,000$6.72M0.26%0Timeline
CUREVAC N VCUREVAC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: 1,750,000 shares; 2023Q4: 1,750,000 shares; 2024Q1: 1,750,000 shares; 2024Q2: 550,000 shares 550,000$1.87M0.07%-1,200,000
GMABGENMAB A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50,000 shares; 2024Q2: 50,000 shares 50,000$1.26M0.05%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput1,750,000$952M-450,000
PFEPFIZER INC COMcall2,500,000$70M0

Sold out in Q2 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
THCTENET HEALTHCARE CORP1,900,000$200Mshares
BIIBBIOGEN INC400,000$86.3Mshares
COLLCOLLEGIUM PHARMACEUTICAL INC852,900$33.1Mshares
PTONPELOTON INTERACTIVE INC4,500,000$19.3Mshares
PBYIPUMA BIOTECHNOLOGY INC1,650,000$8.74Mshares

How Q2 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001654954-24-010537 base2024-08-14acceptance time not in the bulk data set