Politan Capital Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001885245 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value: $1.641B (100.0% shares, 0.0% debt)

Holdings (3)

CNC CENTENE CORP DEL 49.0%

Value $805M Shares 12,135,044 Est. Cost $73.50 Unrealized -1.0%

MASI MASIMO CORP 36.2%

Value $594M Shares 4,714,746 Est. Cost $145.92 Unrealized -9.8%

AZTA AZENTA INC 14.8%

Value $243M Shares 4,611,752 Est. Cost $47.48 Unrealized +12.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CNC	CENTENE CORP DEL	12,135,044	$805M	49.0%	$73.50	-1.0%	COM	15135B101
MASI	MASIMO CORP	4,714,746	$594M	36.2%	$145.92	-9.8%	COM	574795100
AZTA	AZENTA INC	4,611,752	$243M	14.8%	$47.48	+12.5%	COM	114340102