$1.48 Billion is the total value of Politan Capital Management LP's 3 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CNC | CENTENE CORP DEL | $836,016,053 | +2.1% | 12,137,283 | 0.0% | 56.64% | +16.8% | |
| MASI | MASIMO CORP | $413,281,258 | -46.7% | 4,713,518 | 0.0% | 28.00% | -39.1% | |
| BRKS | Buy | AZENTA INC | $226,808,761 | +142.9% | 4,519,003 | +126.0% | 15.36% | +177.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CENTENE CORP DEL | 8 | Q3 2023 | 100.0% |
| MASIMO CORP | 5 | Q3 2023 | 50.8% |
| AZENTA INC | 2 | Q3 2023 | 15.4% |
View Politan Capital Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| SC 13D/A | 2024-03-27 |
| DFAN14A | 2024-03-25 |
| 13F-HR | 2024-02-14 |
| SC 13D/A | 2023-11-15 |
| 13F-HR | 2023-11-14 |
| SC 13D/A | 2023-11-01 |
| SC 13D | 2023-09-14 |
| 13F-HR | 2023-08-14 |
| 3 | 2023-07-06 |
| 4 | 2023-07-06 |
View Politan Capital Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.