13FBOX
Pavadi Capital LLC · 13F Holdings
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Pavadi Capital LLC

No.9318 Data as of 2024Q1
Latest AUM (Q1 2024)
$79.9M
QoQ Change Q4 2023
-$1.3M-1.6%
Holdings
14
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
14
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2024 ValueQ1 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ELEVANCE HEALTH INC FORMERLYELV
10.26%10.09%$8.2M17,374$8.2M17,37400.00%Unchanged
UNITEDHEALTH GROUP INCUNH
10.07%9.9%$8.0M15,271$8.0M15,27100.00%Unchanged
HCA HEALTHCARE INCHCA
9.46%9.31%$7.6M27,927$7.6M27,92700.00%Unchanged
MOLINA HEALTHCARE INCMOH
8.63%8.49%$6.9M19,079$6.9M19,07900.00%Unchanged
CENTENE CORP DEL COMCNC
8.58%8.44%$6.9M92,349$6.9M92,34900.00%Unchanged
CVS HEALTH CORPCVS
8.46%8.32%$6.8M85,580$6.8M85,58000.00%Unchanged
ZIMMER BIOMET HOLDINGS INCZBH
8.46%8.32%$6.8M55,515$6.8M55,51500.00%Unchanged
HUMANA INC COMHUM
7.96%7.83%$6.4M13,878$6.4M13,87800.00%Unchanged
BBAXTER INTL INCBAX
6.36%6.25%$5.1M131,315$5.1M131,31500.00%Unchanged
PPATTERSON COS INC
5.7%5.61%$4.6M160,155$4.6M160,15500.00%Unchanged
GGE HEALTHCARE TECHNOLOGIES IGEHC
5.48%5.39%$4.4M56,560$4.4M56,56000.00%Unchanged
TTENET HEALTHCARE CORPTHC
4.39%4.32%$3.5M46,433$3.5M46,43300.00%Unchanged
LANTHEUS HLDGS INCLNTH
3.14%3.09%$2.5M40,492$2.5M40,49200.00%Unchanged
QQUIDELORTHO CORPQDEL
3.05%4.61%$2.4M50,752$3.7M50,75200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow