13F HOLDINGS REPORT
Politan Capital Management LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000902664-23-005544
Total Value
$1.48B
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 | $836.0M | 56.64% |
| 2 | MASIMO CORP | MASI | 4,713,518 | $413.3M | 28.00% |
| 3 | AZENTA INC | AZTA | 4,519,003 | $226.8M | 15.37% |