Politan Capital Management LP Portfolio Holdings by Sector

Politan Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Medical Instruments & Supplies \| Healthcare MASI AZTA 2 stocks	$935,519 67.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CNC 1 stocks	$436,587 31.38% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IWM IYE 2 stocks	$4,978 0.36% of portfolio	1	1	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$2,001 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$1,766 0.13% of portfolio	2	-	2	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$1,466 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$1,352 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$1,302 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials MIDD 1 stocks	$1,292 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive PFGC 1 stocks	$1,269 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$852 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$846 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials GXO 1 stocks	$763 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare BIO 1 stocks	$624 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive GO 1 stocks	$515 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts

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