Politan Capital Management LP Long-Term Concentrated

CIK: 0001885245 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $1,922,710 (100.0% shares, 0.0% debt)

Holdings (3)

CNC CENTENE CORP DEL 49.5%

Value ($000) $952,534 Shares 12,137,283 Est. Cost $73.50 Unrealized +5.0%

MASI MASIMO CORP 36.0%

Value ($000) $692,180 Shares 4,713,518 Est. Cost $145.92 Unrealized -11.5%

AZTA AZENTA INC 14.5%

Value ($000) $277,996 Shares 4,611,752 Est. Cost $47.48 Unrealized +34.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CNC	CENTENE CORP DEL	12,137,283	$952,534	49.5%	$73.50	+5.0%	COM	15135B101
MASI	MASIMO CORP	4,713,518	$692,180	36.0%	$145.92	-11.5%	COM	574795100
AZTA	AZENTA INC	4,611,752	$277,996	14.5%	$47.48	+34.9%	COM	114340102