3 is the total number of securities Politan Capital Management LP has owned. The longest Politan Capital Management LP has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CNC | CENTENE CORP DEL | 8 | 8 | 48.51% | 71.92% | 100.00% | Q4 2021 | Q3 2023 | 8 |
| MASI | MASIMO CORP | 5 | 5 | 28.00% | 40.75% | 50.83% | Q3 2022 | Q3 2023 | 5 |
| BRKS | AZENTA INC | 2 | 2 | 5.53% | 10.45% | 15.36% | Q2 2023 | Q3 2023 | 2 |
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The securities at the top of the list , including CENTENE CORP DEL, MASIMO CORP, and AZENTA INC, are the highest-conviction holdings of Politan Capital Management LP.
The conviction is calculated by counting the number of quarters a security has been reported by Politan Capital Management LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Politan Capital Management LP owns currently or has owned in the past.