Fund HoldingsPolitan Capital Management LP

Total Portfolio Value
$1.48B
Total Bought
$133.45M
Total Sold
$0
Net Transaction
+$133.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
AZENTA INC(AZTA)2,000,0004,519,003+2,519,00393,360226,80915.37%+133,449
CENTENE CORP DEL(CNC)12,137,28312,137,2830818,660836,01656.64%+17,356
MASIMO CORP4,713,5184,713,5180775,609413,28128.00%-362,328
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