Q1 2026 Holdings
Filed 2026-05-15 | 3 holdings | $984.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Masimo Corp(MASI) | COM | 574795100 | $816.4M | 4,589,648 | 82.9% |
| Azenta Inc(AZTA) | COM | 114340102 | $97.7M | 4,622,450 | 9.9% |
| Centene Corp del(CNC) | COM | 15135B101 | $70.9M | 2,164,710 | 7.2% |