Q1 2023 Holdings
Filed 2023-05-15 | 2 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Masimo Corp(MASI) | COM | 574795100 | $874.7M | 4,739,963 | 50.8% |
| Centene Corp del(CNC) | COM | 15135B101 | $846.0M | 13,384,380 | 49.2% |