Masimo Corporation (MASI) Rose Following the Acquisition Announcement
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alpine Associates Robert Emil Zoellner | 189,000 | $33,617,430 | 1.98% | |
| 2. | Navellier & Associates Louis Navellier | 6,310 | $1,122,360 | 0.12% | |
| 3. | Bayforest Capital Theodoros Tsagaris | 521 | $92,670 | +13% | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $155.25 | 100 | $15,525.00 | 7,318 | 2025-08-13 | Filing | |
| $150.35 | 100 | $15,035.00 | 7,218 | 2025-08-12 | Filing | |
| $145.98 | 3,000 | $437,940.00 | 4,790 | 2025-08-11 | Filing | |
| $158.19 | 500 | $79,094.00 | 366,055 | 2023-05-25 | Filing | |
| $157.53 | 2,265 | $356,813.83 | 365,555 | 2023-05-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $138.09 | 196 | $27,065.64 | 40,909 | 2026-01-28 | Filing | |
| $137.22 | 6,560 | $900,163.20 | 41,105 | 2026-01-28 | Filing | |
| $136.56 | 11,924 | $1,628,341.44 | 47,665 | 2026-01-28 | Filing | |
| $164.96 | 525 | $86,605.05 | 24,172 | 2025-05-12 | Filing | |
| $163.51 | 5,594 | $914,663.75 | 24,697 | 2025-05-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,050,045 | $364,641,504 | 0.01% | |
| 2. | 2,006,861 | $356,960,366 | 0.02% | |
| 3. | 473,434 | $84,266,518 | 0.04% | |
| 4. | 468,257 | $83,288,873 | 0.01% | |
| 5. | 306,400 | $54,499,447 | 0.01% |