| 4 |
| Vivo Capital, LLC |
| 4.2M |
| $18.6M |
| 0.0% |
| 19.993% |
| 1.69% |
| 5 | BALYASNY ASSET MANAGEMENT L.P. | 2.6M | $11.3M | -2.1% | 12.127% | 0.01% |
| 6 | a16z Capital Management, L.L.C. | 2.1M | $9.3M | 0.0% | 10.006% | 0.07% |
| 7 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.0M | $8.6M | 0.0% | 9.231% | 0.01% |
| 8 | Trails Edge Capital Partners, LP | 1.9M | $8.4M | -0.3% | 9.100% | 1.34% |
| 9 | BlackRock, Inc. | 1.6M | $7.2M | +260.3% | 7.741% | 0.00% |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 1.5M | $6.7M | -0.1% | 7.220% | 0.00% |
| 11 | Enavate Sciences GP, LLC | 1.4M | $6.2M | -34.9% | 6.711% | 1.80% |
| 12 | Stonepine Capital Management, LLC | 1.4M | $6.1M | 0.0% | 6.542% | 1.55% |
| 13 | HARBOURVEST PARTNERS LLC | 1.3M | $5.6M | 0.0% | 5.988% | 3.27% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 796K | $3.5M | +107.8% | 3.746% | 0.00% |
| 15 | SummitTX Capital, L.P. | 725K | $3.2M | +113.6% | 3.414% | 0.08% |
| 16 | SILVERARC CAPITAL MANAGEMENT, LLC | 654K | $2.9M | 0.0% | 3.077% | 0.30% |
| 17 | STATE STREET CORP | 362K | $1.6M | +146.6% | 1.706% | 0.00% |
| 18 | NORTHERN TRUST CORP | 249K | $1.1M | +251.9% | 1.171% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 241K | $1.1M | +208.1% | 1.137% | 0.00% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 226K | $988K | +15.9% | 1.064% | 0.00% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 221K | $965K | — | 1.039% | 0.00% |
| 22 | Birchview Capital, LP | 120K | $524K | — | 0.565% | 0.25% |
| 23 | TWO SIGMA INVESTMENTS, LP | 105K | $457K | -3.9% | 0.492% | 0.00% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 97K | $422K | +383.3% | 0.455% | 0.00% |
| 25 | Bank of New York Mellon Corp | 83K | $365K | +345.7% | 0.393% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CAMP — a direct measure of their conviction.
| 59.68% |
| 0.84 pp |
| $51M |
| 24% |
| Q4 2024 | 38 | +3700% | 60.52% | +60.52 pp | $67M | — |
| Q3 2024 | 1 | — | 0.00% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
22 institutions opened new positions in CAMP during Q2 2026, while 7 fully exited. 15 added to existing positions and 22 trimmed.
CAMP institutional ownership rose by 8.87 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 79.5% of all reported 13F value in CAMP, and the top 25 account for 98.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.