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NASDAQ · Health Care

MASIMO CORP MASI

Masimo Corporation engages in the development, manufacture, and marketing of various patient monitoring technologies, and automation and connectivity solutions worldwide. It offers Masimo Signal Extraction Technology (SET) pulse oximetry with measure-through motion and low perfusion pulse oximetry monitoring to address the primary limitations of conventional pulse oximetry; Masimo Rainbow SET platform, including rainbow SET Pulse CO-Oximetry products that allows noninvasive monitoring of oxygen, carboxyhemoglobin, and methemoglobin.

Sources StockAnalysis company profile stockanalysis.com
Biotechnology: Electromedical & Electrotherapeutic Apparatus

Company profile

Business mix

  • It offers Masimo Signal Extraction Technology (SET) pulse oximetry with measure-through motion and low perfusion pulse oximetry monitoring to address the primary limitations of conventional pulse oximetry.
  • It also provides brain function and hemodynamic monitoring solutions; patient position and activity tracking, and neuromodulation technology solutions; and Masimo Hospital Automation platform, including hospital automation solutions.
  • In addition, the company provides its products through direct sales force, distributors, and original equipment manufacturers partners to hospitals, emergency medical service and home care providers, long-term care facilities.
  • Masimo Corporation was incorporated in 1989 and is headquartered in Irvine, California.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical devices?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 44.26 FCF 2.25% Buyback -0.19%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.2% $60.7M 2026-03-31
Soros Fund Management George Soros 0.2% $17.9M 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 2 13F filing periods
Net reducers 3 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $55.7M Estimated from net added shares
Reduction amount $411.5M Estimated from net reduced shares
Net share change / base shares -83.9% -2,312,798 / 2,755,104
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -52.1% 13F value change -$91.5M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$66.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,073,433 Last 2 periods -1,073,433 (-100.0%) Total shares 0 Value $0
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$17.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +100,838 (New) Total shares 100,838 Value $17.9M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 165.2% 13F value change +$25.5M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.2% 13F value change +$16.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 129,026 Last 2 periods +212,442 (+164.7%) Total shares 341,468 Value $60.7M
Baron Capital Ron Baron 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -3.8% 13F value change -$8.7M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$48.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 388,747 Last 2 periods -388,747 (-100.0%) Total shares 0 Value $0
Durable Capital Partners Henry Ellenbogen 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -46.7% 13F value change -$104.2M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$91.6M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 1,163,898 Last 2 periods -1,163,898 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.