Politan Capital Management LP — Q2 2024 13F-HR

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Q2 2024 · 13F-HR

Politan Capital Management LPholdings as filed

Filed 2024-08-14 · accession 0000902664-24-005135

$1.64B

Reported value

Positions

2024-06-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
15135B101	CNC	CENTENE CORP DEL	$804.6M	49.0%	12,135,044	Common	SOLE
574795100	MASI	MASIMO CORP	$593.8M	36.2%	4,714,746	Common	SOLE
114340102	AZTA	AZENTA INC	$242.7M	14.8%	4,611,752	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.