Politan Capital Management’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793M | Buy |
4,716,536
+1,790
| +0% | +$301K | 56.98% | 1 |
|
|
2025
Q1 | $785M | Hold |
4,714,746
| – | – | 53.37% | 1 |
|
|
2024
Q4 | $779M | Hold |
4,714,746
| – | – | 50.51% | 1 |
|
|
2024
Q3 | $629M | Hold |
4,714,746
| – | – | 35.5% | 2 |
|
|
2024
Q2 | $594M | Buy |
4,714,746
+1,228
| +0% | +$155K | 36.18% | 2 |
|
|
2024
Q1 | $692M | Hold |
4,713,518
| – | – | 36% | 2 |
|
|
2023
Q4 | $552M | Hold |
4,713,518
| – | – | 31.54% | 2 |
|
|
2023
Q3 | $413M | Hold |
4,713,518
| – | – | 28% | 2 |
|
|
2023
Q2 | $776M | Sell |
4,713,518
-26,445
| -0.6% | -$4.35M | 45.96% | 2 |
|
|
2023
Q1 | $875M | Hold |
4,739,963
| – | – | 50.83% | 1 |
|
|
2022
Q4 | $701M | Buy |
4,739,963
+91,094
| +2% | +$13.5M | 39.47% | 2 |
|
|
2022
Q3 | $656M | Buy |
+4,648,869
| New | +$656M | 39.51% | 2 |
|