Fund HoldingsPolitan Capital Management LP

Total Portfolio Value
$1.69B
Total Bought
$93.36M
Total Sold
$126.47M
Net Transaction
-$33.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
AZENTA INC02,000,000+2,000,000093,3605.53%+93,360
CENTENE CORP DEL(CNC)13,384,38012,137,283-1,247,097846,027818,66048.51%-27,367
MASIMO CORP(MASI)4,739,9634,713,518-26,445874,713775,60945.96%-99,103
Page 1 of 1