Masimo Corporation

MASI

Held by 2 specialist biotech funds

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Fund Holdings

RTW Investments Deerfield Management

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Catalysts

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Position Details

RTW InvestmentsNEWFeb 17, 2026

Shares: 683,294Value: $88.9M

# Signal Note: RTW Investments Initiates $88.9M Position in Masimo (MASI) RTW's entry into MASI signals conviction in the company's non-invasive monitoring technology portfolio, likely driven by expanding adoption in critical care settings and potential regulatory tailwinds for newer-generation devices. The $88.9M position size suggests confidence in near-term clinical validation or commercial inflection, though watch for Q1-Q2 revenue guidance and hospital capital budget cycles as key catalysts. MASI's valuation and competitive positioning in the $5B+ patient monitoring market warrant monitoring against emerging competitors and reimbursement headwinds.

Deerfield ManagementNEW

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Also Held by These Funds

NBIX2 funds IMCR2 funds LRMR2 funds SYRE2 funds SYK2 funds RDNT2 funds COGT2 funds GPCR

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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# Signal Note: Deerfield Management Initiates MASI Position Deerfield's $2.1M entry into Masimo signals confidence in the noninvasive monitoring platform's expansion beyond traditional hospital settings, likely driven by recent FDA clearances in consumer/remote patient monitoring or upcoming revenue inflection from existing hospital automation contracts. Flynn's healthcare multi-strategy mandate suggests conviction around near-term commercial execution rather than speculative pipeline bets, pointing to near-term visibility on revenue or margin expansion.