Fund HoldingsPolitan Capital Management LP

Total Portfolio Value
$1.75B
Total Bought
$71.40M
Total Sold
$0
Net Transaction
+$71.40M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MASIMO CORP4,713,5184,713,5180413,281552,47131.54%+139,190
AZENTA INC(AZTA)4,519,0034,578,003+59,000226,809298,21117.03%+71,402
CENTENE CORP DEL(CNC)12,137,28312,137,2830836,016900,70851.43%+64,692
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