Q2 2021 Holdings
Filed 2021-08-16 | 65 holdings | $1.3B | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-02-18) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Takeda Pharmaceutical Co LTD(TAK) | SPONSORED ADS | 874060205 | $153.4K | 9,115,521 | 0.0% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $173.8K | 926,966 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $196.8K | 1,719,316 | 0.0% |
| Viacomcbs Inc(0VVB) | CL B | 92556H206 | $197.5K | 4,368,677 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $283.4K | 1,482,070 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $304.5K | 1,284,353 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $713.1K | 10,645,320 | 0.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $31.5M | 138,845 | 2.4% |
| Butterfly Network Inc(BFLY) | COM CL A | 124155102 | $71.9M | 4,964,751 | 5.4% |
| Corteva Inc(CTVA) | COM | 22052L104 | $98.9M | 2,230,468 | 7.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $99.3M | 2,323,016 | 7.5% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $116.2M | 14,707,256 | 8.7% |
| Centene Corp del(CNC) | COM | 15135B101 | $147.4M | 2,020,967 | 11.1% |
| DXC Technology Co(DXC) | COM | 23355L106 | $280.9M | 7,213,329 | 21.1% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $479.0M | 16,337,549 | 36.0% |