13F HOLDINGS REPORT
Politan Capital Management LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000902664-23-003079
Total Value
$1.72B
Positions
2
Other Managers
0
Confidential Omitted
No
Holdings (2)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASIMO CORP | MASI | 4,739,963 | $874.7M | 50.83% |
| 2 | CENTENE CORP DEL | CNC | 13,384,380 | $846.0M | 49.17% |