Which hedge funds own DVA? DAVITA INC, Q2 2026 13F holders
44 tracked hedge funds disclosed a position in DVA (DAVITA INC) in their Q2 2026 13F filings, worth $7.3bn in total. The largest holder by portfolio weight is Doma Perpetual Capital Management LLC at 8.2% of its book. 13 opened a new position this quarter: Arrowpoint Investment Partners (Singapore) Pte. Ltd., Machina Capital S.A.S., Holocene Advisors, LP, Ares Systematic Credit Ltd. 26 exited: Lecap Asset Management Ltd, Freestone Grove Partners LP, Engineers Gate Manager LP.
- 44
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 13
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 26
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $73.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $112m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $7.3bn
- Combined value Sum of the holders' reported positions in the security.
- 3.6%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Lecap Asset Management Ltd | 0.5% | $1.3m |
| Freestone Grove Partners LP | 0.4% | $48.4m |
| Engineers Gate Manager LP | 0.3% | $21.7m |
| Oak Thistle LLC | 0.2% | $2.6m |
| Fox Run Management, L.L.C. | 0.2% | $1.4m |
| FORA Capital, LLC | 0.2% | $3.2m |
| Armistice Capital, LLC | 0.2% | $6.6m |
| Bayforest Capital Ltd | 0.2% | $178k |
| Campbell & CO Investment Adviser LLC | 0.2% | $3.4m |
| Lombard Odier Asset Management (USA) Corp | 0.1% | $270k |
| Entropy Technologies, LP | 0.1% | $3.1m |
| Dark Forest Capital Management LP | 0.1% | $1.5m |
| 111 Capital | 0.06% | $257k |
| Centiva Capital, LP | 0.05% | $1.2m |
| Stevens Capital Management LP | 0.05% | $338k |
| Patton Fund Management, Inc. | 0.05% | $290k |
| Twin Tree Management, LP | 0.04% | $212k |
| Lighthouse Investment Partners, LLC | 0.03% | $833k |
| Voloridge Investment Management, LLC | 0.03% | $7.6m |
| ExodusPoint Capital Management, LP | 0.03% | $2.8m |
| Quarry LP | 0.02% | $95.1k |
| Cinctive Capital Management LP | 0.02% | $233k |
| Edgestream Partners, L.P. | 0.01% | $398k |
| Aristeia Capital, L.L.C. | 0.01% | $255k |
| Point72 Asset Management, L.P. | 0.01% | $3.4m |
| Brevan Howard Capital Management LP | 0.0% | $251k |
Ownership over time
Who discovered DVA first? Beta
The run: Q1 2003 → Q2 2026, ×32
| Gates Capital Management, Inc. high conviction | Q1 2013 | – | +8.8 pts |
| Berkshire Hathaway | Q1 2013 | – | +2.3 pts |
| Findlay Park Partners | Q1 2009 | – | +0.8 pts |
| Hound Partners, LLC | Q2 2013 | – | +0.5 pts |
| Lone Pine Capital LLC | Q1 2013 | – | +0.3 pts |
| Archon Partners LLC | Q4 2013 | – | +0.1 pts |
| Deerfield Management Company, L.P. | Q4 2013 | – | 0.0 pts |
| Viking Global Investors LP high conviction | Q2 2008 | – | −0.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.