Q2 2021 Holdings
Filed 2021-08-13 | 2 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allegro Microsystems Inc(ALGM) | COM | 01749D105 | $865.7M | 31,254,247 | 69.6% |
| AdaptHealth Corp(AHCO) | COM CL A | 00653Q102 | $378.8M | 13,818,180 | 30.4% |