13F HOLDINGS REPORT
Politan Capital Management LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000902664-24-003637
Total Value
$1.92B
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 | $952.5M | 49.54% |
| 2 | MASIMO CORP | MASI | 4,713,518 | $692.2M | 36.00% |
| 3 | AZENTA INC | AZTA | 4,611,752 | $278.0M | 14.46% |