Latest Politan Capital Management LP Stock Portfolio
$1.75Billion
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About Politan Capital Management LP and it’s 13F Hedge Fund Stock Holdings
Politan Capital Management LP is a hedge fund based in New York, NY. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.8 Billions. In it's latest 13F Holdings report, Politan Capital Management LP reported an equity portfolio of $1.5 Billions as of 30 Sep, 2023.
The top stock holdings of Politan Capital Management LP are CNC, MASI, AZTA. The fund has invested 56.6% of it's portfolio in CENTENE CORP DEL and 28% of portfolio in MASIMO CORP.
The fund showed a lot of confidence in some stocks as they added substantially to AZENTA INC (AZTA).
The top stock holdings of Politan Capital Management LP are CNC, MASI, AZTA. The fund has invested 56.6% of it's portfolio in CENTENE CORP DEL and 28% of portfolio in MASIMO CORP.
The fund showed a lot of confidence in some stocks as they added substantially to AZENTA INC (AZTA).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| AZENTA INC | 1.31 |
Additions to existing portfolio by Politan Capital Management LP