Q4 2022 Holdings
Filed 2023-02-14 | 2 holdings | $1.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centene Corp del(CNC) | COM | 15135B101 | $1.1B | 13,114,580 | 60.5% |
| Masimo Corp(MASI) | COM | 574795100 | $701.3M | 4,739,963 | 39.5% |