13F HOLDINGS REPORT
Politan Capital Management LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000902664-24-005135
Total Value
$1.64B
Positions
3
Other Managers
0
Confidential Omitted
No
Holdings (3)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CENTENE CORP DEL | CNC | 12,135,044 | $804.6M | 49.03% |
| 2 | MASIMO CORP | MASI | 4,714,746 | $593.8M | 36.18% |
| 3 | AZENTA INC | AZTA | 4,611,752 | $242.7M | 14.79% |