Fund HoldingsPolitan Capital Management LP

Total Portfolio Value
$1.64B
Total Bought
$98.41M
Total Sold
$147.98M
Net Transaction
-$49.58M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
AZENTA INC(AZTA)4,611,7524,611,7520277,996242,67014.79%-35,326
MASIMO CORP4,713,5184,714,746+1,228692,180593,77536.18%-98,405
CENTENE CORP DEL(CNC)12,137,28312,135,044-2,239952,534804,55349.03%-147,981
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