Politan Capital Management LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
PC
Politan Capital Management LP
Institutional Filer 17.16%$984.9M3

Current Portfolio Holdings

Showing all 3 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1MASIMasimo CorporationHealthcare4.6M$816.4M82.89%
2AZTAAzenta, Inc.Healthcare4.6M$97.7M9.92%
3CNCCentene CorporationHealthcare2.2M$70.9M7.20%
Showing 1 to 3 of 3 holdings