Fund HoldingsPolitan Capital Management LP

Total Portfolio Value
$1.92B
Total Bought
$20.21M
Total Sold
$0
Net Transaction
+$20.21M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MASIMO CORP4,713,5184,713,5180552,471692,18036.00%+139,709
CENTENE CORP DEL(CNC)12,137,28312,137,2830900,708952,53449.54%+51,826
AZENTA INC(AZTA)4,578,0034,611,752+33,749298,211277,99614.46%-20,215
Page 1 of 1