Politan Capital Management as of Dec. 31, 2023
Portfolio Holdings for Politan Capital Management
Politan Capital Management holds 3 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Centene Corporation (CNC) | 51.4 | $901M | 12M | 74.21 | |
Masimo Corporation (MASI) | 31.5 | $553M | 4.7M | 117.21 | |
Brooks Automation (AZTA) | 17.0 | $298M | 4.6M | 65.14 |