Politan Capital Management 13F holdings, Q2 2024
Holdings as of June 30, 2024 · filings on SEC EDGAR · latest filing →
Politan Capital Management disclosed 3 US equity positions worth $1.6bn in its Q2 2024 13F filing. The largest position was CNC at 49.0% of the reported book, followed by MASI* and AZTA. Against the Q1 2024 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 3 holdings.
What did Politan Capital Management own in Q2 2024? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CNC CENTENE CORP DEL | Healthcare | 49.0% | $804.6m | 12,135,044 | -0% | held |
| 2 | MASI* MASIMO CORP | 36.2% | $593.8m | 4,714,746 | 0% | held | |
| 3 | AZTA AZENTA INC | Healthcare | 14.8% | $242.7m | 4,611,752 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.