Q4 2023 Holdings
Filed 2024-02-14 | 3 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 | $900.7M | 12,137,283 | 51.4% |
| Masimo Corp(MASI) | COM | 574795100 | $552.5M | 4,713,518 | 31.5% |
| Azenta Inc(AZTA) | COM | 114340102 | $298.2M | 4,578,003 | 17.0% |