account_balance
Investment manager · 13F filer · SEC CIK 823621
Cambiar Investors LLC
Reported value$2.48Bas of Sep 30, 2026
Positions187 49 new, 12 sold out
Top 10 weight24.4%UBER alone is 3%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
UBERUber Technologies, Inc
3.1%Added +40%
AERAerCap Holdings N.V.
3.0%New
BMYBristol Myers Squibb Co
2.5%Trimmed −3%
ELVElevance Health, Inc.
2.4%Added +6%
AMZNAmazon.com Inc
2.4%Added +6%
CMECME Group Inc.
2.4%
DALDelta Air Lines, Inc.
2.2%Trimmed −9%
NTNXNutanix, Inc.
2.2%New
MSFTMicrosoft Corp
2.2%New
MAMastercard Inc
2.1%Trimmed −3%
UNPUnion Pacific Corp
2.1%Trimmed −16%
MDTMedtronic PLC
2.1%
UBERUber Technologies, Inc
3.1%+40%
AERAerCap Holdings N.V.
3.0%New
BMYBristol Myers Squibb Co
2.5%
ELVElevance Health, Inc.
2.4%+6%
AMZNAmazon.com Inc
2.4%+6%
CMECME Group Inc.
2.4%
DALDelta Air Lines, Inc.
2.2%
NTNXNutanix, Inc.
2.2%
MSFTMicrosoft Corp
2.2%
MAMastercard Inc
2.1%
UNPUnion Pacific Corp
2.1%
MDTMedtronic PLC
2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
UBER Uber Technologies, Inc 3.1% Added +40%AER AerCap Holdings N.V. 3.0% NewBMY Bristol Myers Squibb Co 2.5% Trimmed −3%ELV Elevance Health, Inc. 2.4% Added +6%AMZN Amazon.com Inc 2.4% Added +6%CME CME Group Inc. 2.4% HeldDAL Delta Air Lines, Inc. 2.2% Trimmed −9%NTNX Nutanix, Inc. 2.2% NewMSFT Microsoft Corp 2.2% NewMA Mastercard Inc 2.1% Trimmed −3%UNP Union Pacific Corp 2.1% Trimmed −16%MDT Medtronic PLC 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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