Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MASIMO CORP | 4,589,648 | 4,589,648 | 0 | 596,930 | 816,361 | 82.89% | +219,431 |
| CENTENE CORP DEL(CNC) | 2,190,611 | 2,164,710 | -25,901 | 90,144 | 70,873 | 7.20% | -19,271 |
| AZENTA INC(AZTA) | 4,616,787 | 4,622,450 | +5,663 | 153,554 | 97,672 | 9.92% | -55,882 |