Q2 2023 Holdings
Filed 2023-08-14 | 3 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centene Corp del(CNC) | COM | 15135B101 | $818.7M | 12,137,283 | 48.5% |
| Masimo Corp(MASI) | COM | 574795100 | $775.6M | 4,713,518 | 46.0% |
| Azenta Inc(AZTA) | COM | 114340102 | $93.4M | 2,000,000 | 5.5% |