Q1 2025 Holdings
Filed 2025-05-15 | 6 holdings | $3.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Surgery Partners Inc(SGRY) | COM | 86881A100 | $1.2B | 49,946,972 | 30.5% |
| Waystar Hldg Corp(WAY) | COM | 946784105 | $812.7M | 21,754,536 | 20.9% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $765.2M | 10,960,935 | 19.7% |
| Kestra MED Technologies LTD(KMTS) | SHS | G52441105 | $673.3M | 27,019,225 | 17.3% |
| Aveanna Healthcare Hldgs Inc(AVAH) | COM | 05356F105 | $442.3M | 81,600,880 | 11.4% |
| Advantage Solutions Inc(ADV) | COM CL A | 00791N102 | $4.4M | 2,890,000 | 0.1% |