Pavadi Capital LLC 13F Holdings
CIK 0001906649 · New York, NY
As of Dec 31, 2023, Pavadi Capital LLC reported 14 positions worth $81.2M in its SEC Form 13F filing.
Top 14 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ELEVANCE HEALTH INC | ELV | Healthcare | 17,374 | $8.2M | 10.09% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 15,271 | $8.0M | 9.90% |
| HCA HEALTHCARE INC | HCA | Healthcare | 27,927 | $7.6M | 9.31% |
| MOLINA HEALTHCARE INC | MOH | Healthcare | 19,079 | $6.9M | 8.49% |
| CENTENE CORP | CNC | Healthcare | 92,349 | $6.9M | 8.44% |
| CVS HEALTH CORP | CVS | Healthcare | 85,580 | $6.8M | 8.32% |
| ZIMMER BIOMET HOLDINGS INC | ZBH | Healthcare | 55,515 | $6.8M | 8.32% |
| HUMANA INC | HUM | Healthcare | 13,878 | $6.4M | 7.83% |
| BAXTER INTERNATIONAL INC | BAX | Healthcare | 131,315 | $5.1M | 6.25% |
| PATTERSON COMPANIES INC | PDCO | Healthcare | 160,155 | $4.6M | 5.61% |
| GE HEALTHCARE TECHNOLOGIES INC | GEHC | Healthcare | 56,560 | $4.4M | 5.39% |
| QUIDELORTHO CORP | QDEL | Healthcare | 50,752 | $3.7M | 4.61% |
| TENET HEALTHCARE CORP | THC | Healthcare | 46,433 | $3.5M | 4.32% |
| LANTHEUS HOLDINGS INC | LNTH | Healthcare | 40,492 | $2.5M | 3.09% |