Position in MASI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,170,310
+$3,759,648 QoQ
Shares Held
34,690
+87.2% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#117
of 445 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2.0409339867396943.ToString("F0")%
Shared 0.ToString("F0")%
None 97.95906601326031.ToString("F0")%
Common Shares in MASI Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026CWM, LLC holds $116,398,143 across 89 Medical Devices names. MASI ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
325,972 | $33,467,545 | |
| 2 | MDT |
Medtronic plc
|
244,081 | $21,149,618 | |
| 3 | BSX |
Boston Scientific Corp
|
184,539 | $11,579,822 | |
| 4 | SYK |
Stryker Corp
|
30,671 | $10,078,183 | |
| 5 | MASI |
Masimo Corp
This page
|
34,690 | $6,170,310 | |
| 6 | PODD |
Insulet Corp
|
26,458 | $5,551,946 | |
| 7 | EW |
Edwards Lifesciences Corp
|
68,976 | $5,523,598 | |
| 8 | STE |
STERIS plc
|
17,989 | $3,977,907 |
All Filings in MASI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,170,310 | 34,690 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,410,662 | 18,535 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $127,483 | 864 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $156,612 | 931 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $191,590 | 1,150 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $187,615 | 1,135 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $142,663 | 1,070 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $146,468 | 1,163 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $163,003 | 1,110 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $154,482 | 1,318 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $101,796 | 1,161 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $211,446 | 1,285 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $241,378 | 1,308 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $188,784 | 1,276 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $190,989 | 1,353 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $153,275 | 1,173 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $157,474 | 1,082 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $255,011 | 871 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $206,324 | 851 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $195,440 | 851 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $228,391 | 851 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $200,887 | 851 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $194,019 | 851 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $150,729 | 851 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||