Boston, MACIK 10405084 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Coherent Corp | 9.78M | $1.80B | 39.0% | +9.78M | New |
| 2 | Surgery Partners Inc | 49.95M | $771.68M | 16.7% | 0 | Held |
| 3 | Kestra Med Technologies Ltd | 25.17M | $667.57M | 14.4% | −1.85M | Reduced |
| 4 | Aveanna Healthcare Hldgs Inc |
| 81.60M |
| $666.68M |
| 14.4% |
| 0 |
| Held |
| 5 | Waystar Hldg Corp | 13.24M | $433.73M | 9.4% | 0 | Held |
| 6 | Nutanix Inc | 5.36M | $276.81M | 6.0% | 0 | Held |
| 7 | Advantage Solutions Inc | 2.89M | $2.54M | 0.1% | 0 | Held |