Politan Capital Management as of March 31, 2024
Portfolio Holdings for Politan Capital Management
Politan Capital Management holds 3 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Centene Corporation (CNC) | 49.5 | $953M | 12M | 78.48 | |
| Masimo Corporation (MASI) | 36.0 | $692M | 4.7M | 146.85 | |
| Brooks Automation (AZTA) | 14.5 | $278M | 4.6M | 60.28 |
