Politan Capital Management LP Portfolio Holdings

Politan Capital Management LP

  • $1.77 Billion
  • Q3 2024

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.

Portfolio value $1.77 Billion
Healthcare: $1.77 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$32.5B
$914 Million 51.75% of portfolio
12,135,044
Q2 2024 Reduced 0.02%
$8.46B
$628 Million 35.6% of portfolio
4,714,746
Q2 2024 Added 0.03%
$3.11B
$223 Million 12.65% of portfolio
4,611,752
Q1 2024 Added 0.74%

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $1.77 Billion
  • Prior Value $1.64 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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