Politan Capital Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001885245 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value: $1.751B (100.0% shares, 0.0% debt)

Holdings (3)

CNC CENTENE CORP DEL 51.4%

Value $901M Shares 12,137,283 Est. Cost $73.50 Unrealized -1.9%

MASI MASIMO CORP 31.5%

Value $552M Shares 4,713,518 Est. Cost $145.92 Unrealized -36.1%

AZTA AZENTA INC 17.0%

Value $298M Shares 4,578,003 Est. Cost $47.48 Unrealized +14.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CNC	CENTENE CORP DEL	12,137,283	$901M	51.4%	$73.50	-1.9%	COM	15135B101
MASI	MASIMO CORP	4,713,518	$552M	31.5%	$145.92	-36.1%	COM	574795100
AZTA	AZENTA INC	4,578,003	$298M	17.0%	$47.48	+14.3%	COM	114340102