Politan Capital Management LP Portfolio Holdings
Politan Capital Management LP
- $1.92 Billion
- Q1 2024
Politan Capital Management LP has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.92 Billion distributed in 3 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Centene Corp with a value of $953M, Masimo Corp with a value of $692M, and Azenta, Inc. with a value of $278M.
Examining the 13F form we can see an increase of $171M in the current position value, from $1.75B to 1.92B.
Politan Capital Management LP is based out at New York, NY
Below you can find more details about Politan Capital Management LP portfolio as well as his latest detailed transactions.