New York, NYCIK 18852454 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
3 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Masimo Corp | 4.59M | $596.93M | 71.0% | 0 | Held |
| 2 | Azenta Inc | 4.62M | $153.55M | 18.3% | 0 | Held |
| 3 | Centene Corp Del | 2.19M | $90.14M | 10.7% | −5.22M | Reduced |