We are using recent strength in HCA Healthcare (HCA US) to lock in a 50+% profit on the position. HCA is now stretched from a valuation perspective, and we are increasing cash in the short term. With a shopping list of interesting positions now trading back at more interesting levels, we will see the impact of NVDA’s result on the broader growth thematic before re-allocating.
MM are selling HCA US in the International Equities Portfolio, taking profit around $US478
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