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. | Politan Capital Quentin Koffey | 4,589,648 | $816,360,690 | 82.89% | |
| 2. | Pentwater Capital Management Matthew Halbower | 3,176,000 | $564,915,120 | 2.93% | |
| 3. | HBK Investments David Costen Haley | 2,576,109 | $458,212,508 | 4.65% | |
| 4. | Millennium Management Israel Englander | 988,853 | $175,887,283 | +427% | 0.07% |
| 5. | AQR Capital Management Cliff Asness | 831,966 | $147,399,452 | -24% | 0.07% |
| 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. | 4,644,578 | $826,131,120 | 0.01% | |
| 2. | 2,743,985 | $488,072,611 | 0.12% | |
| 3. | 2,342,790 | $416,692,672 | 0.14% | |
| 4. | 2,050,045 | $364,641,504 | 0% | |
| 5. | 2,006,861 | $356,960,366 | 0.01% |