Politan-Capital-Management-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MASI",
  "FUN",
  "AZTA",
  "CNC",
  "IWM"
]

13F-HR • 2025-03-31

Data Enrichment

100% identified

5 identified0 unidentified

Holdings

Manager:

5 positions • $1,471,745.725K total value

5 positions

Manager:

Search and click to pin securities to the top

Sort by:

MASIMO CORP

Shares:4.7M

Value:$785.5M

CENTENE CORP

Shares:8.5M

Value:$518.0M

Azenta, Inc.

Shares:4.6M

Value:$159.9M

464287655

Shares:36.0K

Value:$7.2M

Six Flags Entertainment Corporation/NEW

Shares:33.7K

Value:$1.2M

Instrument	Shares		Other Manager	Value
MASIMO CORP(MASIcusip574795100)	4.7M	QoQ 0.00% (+0) YoY +0.02% (+1.2K)	All Managers (Combined)	$785.5M	QoQ +0.78% (+$6.1M) YoY +13.47% (+$93.3M)
CENTENE CORP(CNCcusip15135B101)	8.5M	QoQ -2.74% (-240.7K) YoY -29.70% (-3.6M)	All Managers (Combined)	$518.0M	QoQ -2.53% (-$13.5M) YoY -45.62% (-$434.6M)
Azenta, Inc.(AZTAcusip114340102)	4.6M	QoQ +0.08% (-4.0K) YoY +0.10% (-5.0K)	All Managers (Combined)	$159.9M	QoQ -30.65% (-$70.7M) YoY -42.47% (-$118.1M)
(IWMcusip464287655)	36.0K	QoQ NEW(+36.0K) YoY NEW(+36.0K)	All Managers (Combined)	$7.2M	QoQ NEW(+$7.2M) YoY NEW(+$7.2M)
Six Flags Entertainment Corporation/NEW(FUNcusip83001C108)	33.7K	QoQ 0.00% (-0) YoY NEW(+33.7K)	All Managers (Combined)	$1.2M	QoQ -25.98% (-$421.4K) YoY NEW(+$1.2M)