Q3 2023 Holdings
Filed 2023-11-14 | 3 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centene Corp del(CNC) | COM | 15135B101 | $836.0M | 12,137,283 | 56.6% |
| Masimo Corp(MASI) | COM | 574795100 | $413.3M | 4,713,518 | 28.0% |
| Azenta Inc(AZTA) | COM | 114340102 | $226.8M | 4,519,003 | 15.4% |