Ensemble Capital acquired 372 Thousand Masimo shares worth $53.8 Million. That's 4.33% of their equity portfolio (12th largest holding). The first Masimo trade was made in Q1 2019. Since then Ensemble Capital bought shares fourteen more times and sold shares on five occasions. The investor's estimated purchase price is $68 Million, resulting in a loss of 21%.
Eminence Capital''s latest 13F filing reveals new positions in Masimo and SentinelOne while closing out positions in New Relic, Envista Holdings, and…
Seeking Alpha, 4 months agoEnsemble Capital Management, an investment management company, released its second quarter 2023 investor letter. A copy of the same can be downloaded here. D...
Insider Monkey, 8 months agoPolitan Capital won two seats on the board of monitoring-tech firm Masimo. Carlyle Group cut its stake in pharmaceuticals firm Vera.
Barron''s, 9 months agoProxy advisory ISS is recommending that Masimo (MASI) shareholders vote for two nominees backed by Politan Capital. Read more here.
Seeking Alpha, 10 months ago