Politan Capital Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001885245 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value: $1.688B (100.0% shares, 0.0% debt)

Holdings (3)

CNC CENTENE CORP DEL 48.5%

Value $819M Shares 12,137,283 Est. Cost $73.50 Unrealized -9.3%

MASI MASIMO CORP 46.0%

Value $776M Shares 4,713,518 Est. Cost $145.92 Unrealized +19.3%

AZTA AZENTA INC 5.5%

Value $93.36M Shares 2,000,000 Est. Cost $43.78 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CNC	CENTENE CORP DEL	12,137,283	$819M	48.5%	$73.50	-9.3%	COM	15135B101
MASI	MASIMO CORP	4,713,518	$776M	46.0%	$145.92	+19.3%	COM	574795100
AZTA	AZENTA INC	2,000,000	$93.36M	5.5%	$43.78	0.0%	COM	114340102