13F HOLDINGS REPORT
Politan Capital Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000902664-25-001037
Total Value
$1.54B
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASIMO CORP | MASI | 4,714,746 | $779.3M | 50.51% |
| 2 | CENTENE CORP DEL | CNC | 8,772,434 | $531.4M | 34.44% |
| 3 | AZENTA INC | AZTA | 4,612,747 | $230.6M | 14.95% |
| 4 | SIX FLAGS ENTERTAINMENT CORP | FUN | 33,656 | $1.6M | 0.11% |