Baker Avenue Asset Management, LP

Position in DVA — Davita Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in DVA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$312,584

+$110,636 QoQ

Shares Held

1,405

+6.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#402

of 624 holders

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Healthcare · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $5,677,352 across 4 Medical Care Facilities names. DVA ranks #2 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	12,309	$4,799,156
2	DVA	Davita Inc. This page	1,405	$312,584
3	UHS	Universal Health Services Inc	1,934	$287,566
4	CHE	Chemed Corp	597	$278,046

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,584	1,405	+6.9%	Shares	Sole	2026-07-28
2026-03-31	$201,948	1,314	-42.7%	Shares	Sole	2026-05-12
2025-12-31	$260,394	2,292	-64.3%	Shares	Sole	2026-02-10
2023-09-30	$606,504	6,416	+7.3%	Shares	Sole	2023-11-15
2023-06-30	$600,911	5,981	+1358.8%	Shares	Sole	2023-08-14
2023-03-31	$33,255	410	—	Shares	Sole	2023-05-16
No filing history on record for this holder in this stock.