Politan Capital Management LP Portfolio Holdings

Politan Capital Management LP

  • $1.64 Billion
  • Q2 2024

Politan Capital Management LP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.64 Billion distributed in 3 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Centene Corp with a value of $805M, Masimo Corp with a value of $594M, and Azenta, Inc. with a value of $243M.

Examining the 13F form we can see an decrease of $282M in the current position value, from $1.92B to 1.64B.

Politan Capital Management LP is based out at New York, NY

Below you can find more details about Politan Capital Management LP portfolio as well as his latest detailed transactions.

Portfolio value $1.64 Billion
Healthcare: $1.64 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.3B
$805 Million 49.03% of portfolio
12,135,044
Q2 2024 Reduced 0.02%
$7.39B
$594 Million 36.18% of portfolio
4,714,746
Q2 2024 Added 0.03%
$3.15B
$243 Million 14.79% of portfolio
4,611,752
Q1 2024 Added 0.74%

Summary

  • Portfolio
  • No. of Stocks 3
  • Current Value $1.64 Billion
  • Prior Value $1.92 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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