L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 13 Aug 2025
Managers listing it
5
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 5 listed it in both
Shares listed
2,903,958
combined, among listed positions
Reported value
$271m
combined, at the quarter end

Among the 95 comparable managers: 4 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +534,871.

Managers listing MMSI in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

5 of 5 holders

ActionFiling
Maverick Capital Ltd1,379,408$129m1.94%Added+106,89714 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP728,300$68m0.14%Added+234,90014 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP673,214$63m0.11%Added+126,64414 Aug 2025 (the filing on sec.gov)
Capital World Investors120,036$11munder 0.1%Added+66,43013 Aug 2025 (the filing on sec.gov)
Farallon Capital Management LLC3,000$280kunder 0.1%Held014 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

024682014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MMSI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$23mn.a.n.a.
Q3 20131$24mn.a.n.a.
Q4 20132$31mn.a.n.a.
Q1 20142$27mn.a.n.a.
Q2 20142$27mn.a.n.a.
Q3 20141$21mn.a.n.a.
Q4 20141$10mn.a.n.a.
Q1 20152$2.9mn.a.n.a.
Q2 20151$5.4mn.a.n.a.
Q3 20153$19mn.a.n.a.
Q4 20151$12mn.a.n.a.
Q1 20161$6.7mn.a.n.a.
Q2 20161$3.1mn.a.n.a.
Q3 20162$9.1mn.a.n.a.
Q4 20161$7.7mn.a.n.a.
Q1 20172$6.8mn.a.n.a.
Q2 20173$83mn.a.n.a.
Q3 20174$133mn.a.n.a.
Q4 20173$89mn.a.n.a.
Q1 20183$36mn.a.n.a.
Q2 20182$79mn.a.n.a.
Q3 20184$173mn.a.n.a.
Q4 20186$175mn.a.n.a.
Q1 20193$11mn.a.n.a.
Q2 20194$53mn.a.n.a.
Q3 20194$16mn.a.n.a.
Q4 20194$56mn.a.n.a.
Q1 20203$152mn.a.n.a.
Q2 20202$208mn.a.n.a.
Q3 20202$196mn.a.n.a.
Q4 20202$222mn.a.n.a.
Q1 20213$238mn.a.n.a.
Q2 20214$255mn.a.n.a.
Q3 20214$259mn.a.n.a.
Q4 20214$98mn.a.n.a.
Q1 20223$75mn.a.n.a.
Q2 20224$48mn.a.n.a.
Q3 20223$19mn.a.n.a.
Q4 20223$19mn.a.n.a.
Q1 20232$19mn.a.n.a.
Q2 20232$6.8mn.a.n.a.
Q3 20232$17mn.a.n.a.
Q4 20233$26m21
Q1 20244$38m23
Q2 20246$138m41
Q3 20247$148m42
Q4 20245$75m12
Q1 20255$250m41
Q2 20255$271m40
Q3 20255$210m31
Q4 20257$171m2013
Q1 20268$192m2013
Q2 20266$169m1616

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MMSI and LLY →MMSI and JNJ →MMSI and VRTX →Choose a stock to compare with MMSI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MMSI, latest filings →Back to the 13F Explorer →