Politan Capital Management as of June 30, 2024
Portfolio Holdings for Politan Capital Management
Politan Capital Management holds 3 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Centene Corporation (CNC) | 49.0 | $805M | 12M | 66.30 | |
Masimo Corporation (MASI) | 36.2 | $594M | 4.7M | 125.94 | |
Brooks Automation (AZTA) | 14.8 | $243M | 4.6M | 52.62 |