Politan Capital Management as of June 30, 2023
Portfolio Holdings for Politan Capital Management
Politan Capital Management holds 3 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Centene Corporation (CNC) | 48.5 | $819M | 12M | 67.45 | |
| Masimo Corporation (MASI) | 46.0 | $776M | 4.7M | 164.55 | |
| Brooks Automation (AZTA) | 5.5 | $93M | 2.0M | 46.68 |
