Fund Holdings — Politan Capital Management LP

Total Portfolio Value
$255.02M
Total Bought
$0
Total Sold
$882.55M
Net Transaction
-$882.55M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q1 2026
▲▼
Q2 2026
▲▼
Change
▲▼
Q1 2026
▲▼
Q2 2026
▲▼
Weight (%)
▲▼
Change
▲▼
CENTENE CORP DEL(CNC)2,164,7102,135,210-29,50070,873137,05953.74%+66,187
AZENTA INC(AZTA)4,622,4504,622,450097,672117,96546.26%+20,293
MASIMO CORP4,589,6480-4,589,648816,3610—-816,361
Page 1 of 1