Politan Capital Management LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Politan Capital Management LP

CIK Number: 0001885245

1.39B
Market Value
5
# of Holdings
2 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MASI Masimo Corporat...
145.82
-1.55% 4.71M 0.00% 785.48M 141.28 53.37% Share
2 CNC Centene Corpora...
31.29
+0.74% 8.53M -2.74% 517.96M 82.04 35.19% Share
3 AZTA Azenta, Inc.
29.28
-0.54% 4.62M +0.09% 159.93M 48.91 10.87% Share
4 IWM iShares Russell...
236.43
-0.18% 36K +100.00% 7.18M 199.49 0.49% Share
5 FUN Six Flags Enter...
21.65
-5.91% 33.66K 0.00% 1.2M 40.31 0.08% Share