Politan Capital Management as of Sept. 30, 2023
Portfolio Holdings for Politan Capital Management
Politan Capital Management holds 3 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Centene Corporation (CNC) | 56.6 | $836M | 12M | 68.88 | |
| Masimo Corporation (MASI) | 28.0 | $413M | 4.7M | 87.68 | |
| Brooks Automation (AZTA) | 15.4 | $227M | 4.5M | 50.19 |
