Politan Capital Management LP Portfolio Holdings

Politan Capital Management LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.77 Billion distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Centene Corp with a value of $914M, Masimo Corp with a value of $628M, Azenta, Inc. with a value of $223M, and Six Flags Entertainment Corp with a value of $0.

Examining the 13F form we can see an increase of $124M in the current position value, from $1.64B to 1.77B.

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.