This Fund Built a $26 Million Stake in a Medical Tech Stock That's Soaring After a $9.9 Billion Deal Announcement

1 hour ago 3

Jonathan Ponciano, The Motley Fool

Sun, March 15, 2026 astatine 6:17 PM CDT 4 min read

On February 17, 2026, Parkman Healthcare Partners disclosed a caller presumption successful Masimo Corporation (NASDAQ:MASI), acquiring 200,000 shares successful the 4th fourth worthy an estimated $26.01 cardinal astatine quarter’s end.

According to its SEC filing dated February 17, 2026, Parkman Healthcare Partners established a caller presumption successful Masimo by buying 200,000 shares. The caller involvement brought the fund’s quarter-end presumption successful Masimo to $26.01 million.

This was a caller position, representing 2.48% of Parkman Healthcare Partners’ $1.05 cardinal successful reportable U.S. equity assets arsenic of December 31, 2025.
Top 5 holdings aft the quarter-end filing were:
- NYSE: BSX: $47.73 cardinal (4.5% of AUM)
- NASDAQ: PODD: $40.04 cardinal (3.8% of AUM)
- NASDAQ: DXCM: $38.99 cardinal (3.7% of AUM)
- NYSE: SYK: $37.07 cardinal (3.5% of AUM)
- NYSE: CVS: $35.73 cardinal (3.4% of AUM)
As of Friday, Masimo shares were priced astatine $174.69, up astir 6% implicit the past twelvemonth and good underperforming the S&P 500’s astir 20% summation successful the aforesaid period.

Metric

Value

Market Capitalization	$9.4 billion
Revenue (TTM)	$1.5 billion
Net Income (TTM)	($151.5 million)
Price (as of Friday)	$175.49

Masimo Corporation offers noninvasive diligent monitoring technologies, including pulse oximetry, encephalon relation monitoring, capnography, determination oximetry, and infirmary automation solutions.
The institution generates gross chiefly done the merchantability of proprietary aesculapian devices and bundle platforms to healthcare providers and OEM partners, leveraging nonstop income and organisation channels.
It serves hospitals, exigency aesculapian services, location attraction providers, semipermanent attraction facilities, doc offices, veterinarians, and consumers worldwide.

Masimo Corporation is simply a starring supplier of precocious noninvasive monitoring technologies and infirmary automation solutions, with a planetary beingness successful the aesculapian instruments and supplies sector. The institution differentiates itself done proprietary awesome extraction and multi-parameter monitoring platforms designed to amended diligent outcomes and workflow efficiency. Its integrated merchandise suite and established relationships with healthcare institutions underpin its competitory positioning successful a rapidly evolving market.

Takeover premiums tin instantly rewrite the concern lawsuit for a stock, particularly successful healthcare wherever breakthrough exertion and beardown infirmary relationships tin bid tremendous strategical value, and that dynamic is present beforehand and halfway for Masimo.

Shares person surged 35% this year, the immense bulk of which came aft the aesculapian exertion institution announced past period it agreed to beryllium acquired for $180 per stock successful currency successful a transaction valued astatine astir $9.9 billion, a woody that would bring the diligent monitoring specializer into a large diagnostics level portion allowing it to proceed operating arsenic a standalone brand.

The crisp rally this twelvemonth highlights however rapidly sentiment tin displacement erstwhile strategical buyers participate the picture, and it makes this caller involvement incredibly good timed, particularly since shares were different struggling. The transaction is expected to adjacent successful the 2nd fractional of the year. Within the broader portfolio, the caller presumption sits alongside respective large healthcare holdings specified arsenic Boston Scientific, Dexcom, Insulet, and Stryker. That premix reflects a wide strategy centered connected companies that harvester beardown intelligence spot with durable request from hospitals and chronic illness care.

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