13F HOLDINGS REPORT
Politan Capital Management LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000902664-23-004443
Total Value
$1.69B
Positions
3
Other Managers
0
Confidential Omitted
No
Holdings (3)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CENTENE CORP DEL | CNC | 12,137,283 | $818.7M | 48.51% |
| 2 | MASIMO CORP | MASI | 4,713,518 | $775.6M | 45.96% |
| 3 | AZENTA INC | AZTA | 2,000,000 | $93.4M | 5.53% |