13F HOLDINGS REPORT
Politan Capital Management LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000902664-23-001604
Total Value
$1.78B
Positions
2
Other Managers
0
Confidential Omitted
No
Holdings (2)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CENTENE CORP DEL | CNC | 13,114,580 | $1.08B | 60.53% |
| 2 | MASIMO CORP | MASI | 4,739,963 | $701.3M | 39.47% |