Position in MASI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$426,532
-$812,029 QoQ
Shares Held
2,398
-74.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MASI Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Mar 31, 2026Polymer Capital Management (US) LLC holds $3,530,885 across 11 Medical Devices names. MASI ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSX |
Boston Scientific Corp
|
13,998 | $878,374 | |
| 2 | GEHC |
GE HealthCare Technologies Inc.
|
7,237 | $515,129 | |
| 3 | MASI |
Masimo Corp
This page
|
2,398 | $426,532 | |
| 4 | MDT |
Medtronic plc
|
4,398 | $381,086 | |
| 5 | ABT |
Abbott Laboratories
|
2,831 | $290,658 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
2,916 | $289,879 | |
| 7 | INSP |
Inspire Medical Systems, Inc.
|
5,583 | $287,971 | |
| 8 | CNMD |
CONMED Corp
|
5,772 | $204,097 |
All Filings in MASI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426,532 | 2,398 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,238,561 | 9,523 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $867,003 | 5,876 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||