POLITAN CAPITAL MANAGEMENT LP

PrivateCIK: 1885245
Location

NEW YORK, NY

3
Positions
$984.91M
Total AUM (reported)
11.38M
Total Shares

Allocation by class

TOTAL AUM$984.91M3 positions
COM$984.91M100.0%

Portfolio Concentration

Top 3100.0%TOP 10100.0%0%100%
Top 3$984.91M100.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 11.38M

Sole

Full voting authority

11.38M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:

MASIMO CORP

SOLE
COM
Shares4.59M
TypeSH
Market value$816.36M
82.89%
Sole
4.59M
Shared
0.00
None
0.00

AZENTA INC

SOLE
COM
Shares4.62M
TypeSH
Market value$97.67M
9.92%
Sole
4.62M
Shared
0.00
None
0.00

CENTENE CORP DEL

SOLE
COM
Shares2.16M
TypeSH
Market value$70.87M
7.20%
Sole
2.16M
Shared
0.00
None
0.00