Baker Avenue Asset Management, LP

Position in HCA — HCA Healthcare, Inc.

CIK 1432529 SAN FRANCISCO, CA

Position in HCA

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

Position Value

$4,799,156

-$1,034,473 QoQ

Shares Held

12,309

-0.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#375

of 1,326 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 64% Shared 0% None 36%

Healthcare · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $5,677,352 across 4 Medical Care Facilities names. HCA ranks #1 (84.5% of the industry book) .

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

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,799,156	12,309	-0.1%	Shares	Sole	2026-07-28
2026-03-31	$5,833,629	12,327	-0.8%	Shares	Sole	2026-05-12
2025-12-31	$5,801,202	12,426	+2.1%	Shares	Sole	2026-02-10
2025-09-30	$5,188,132	12,173	+9.5%	Shares	Sole	2025-10-31
2025-06-30	$4,258,539	11,116	-6.7%	Shares	Sole	2025-08-13
2025-03-31	$4,117,573	11,916	-2.0%	Shares	Sole	2025-05-08
2024-12-31	$3,649,223	12,158	-1.4%	Shares	Sole	2025-02-14
2024-09-30	$5,013,720	12,336	-2.2%	Shares	Sole	2024-11-04
2024-06-30	$4,051,019	12,609	-8.2%	Shares	Sole	2024-08-08
2024-03-31	$4,583,369	13,742	-1.7%	Shares	Sole	2024-05-13
2023-12-31	$3,784,106	13,980	+6.1%	Shares	Sole	2024-02-15
2023-09-30	$3,241,278	13,177	-17.8%	Shares	Sole	2023-11-15
2023-06-30	$4,862,053	16,021	-4.5%	Shares	Sole	2023-08-14
2023-03-31	$4,422,704	16,773	+14.0%	Shares	Sole	2023-05-16
2022-12-31	$3,530,531	14,713	+2.8%	Shares	Sole	2023-02-14
2022-09-30	$2,631,321	14,317	-3.0%	Shares	Sole	2022-11-14
2022-06-30	$2,481,573	14,766	-0.3%	Shares	Sole	2022-08-03
2022-03-31	$3,710,679	14,806	+1.6%	Shares	Sole	2022-05-16
2021-12-31	$3,745,379	14,578	+0.8%	Shares	Sole	2022-02-11
2021-09-30	$3,511,430	14,467	+5.7%	Shares	Sole	2021-11-15
2021-06-30	$2,828,616	13,682	+10.3%	Shares	Sole	2021-08-16
2021-03-31	$2,336,922	12,408	-3.6%	Shares	Sole	2021-05-17
2020-12-31	$2,116,929	12,872	—	Shares	Sole	2021-02-17
No filing history on record for this holder in this stock.