We are live on ! Find out more
PCM

Politan Capital Management Portfolio holdings

AUM $255M
1-Year Est. Return 62.37%
This Fund
S&P 500
This Quarter Est. Return
+1.3%
1 Year Est. Return
+62.37%
3 Year Est. Return
+75.36%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.72B
AUM Growth
-$56.1M
Cap. Flow
+$19.2M
Cap. Flow %
1.11%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
CNC icon
Centene
CNC
+$19.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MASI
1
DELISTED
Masimo
MASI
$875M 50.83%
4,739,963
– –
CNC icon
2
Centene
CNC
$32.3B
$846M 49.17%
13,384,380
+269,800
+2% +$19.2M

Similar funds

VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
MAM
Mainsail Asset Management Birmingham, Alabama $255M AUM 18.22% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return
SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return

Politan Capital Management's Q1 2023 Portfolio in Review

As of Q1 2023, Politan Capital Management held 2 positions worth $1.72B, down 3.2% from $1.78B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2023: portfolio turnover was 0%. Politan Capital Management opened no new positions and made no exits, leaving the 2-position portfolio largely intact.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.

  • Politan Capital Management added most to Centene in Q1 2023, an estimated $19.2M increase.
  • Politan Capital Management's ten largest holdings make up 100% of its $1.72B portfolio in Q1 2023.
  • Politan Capital Management opened 0 new positions and closed 0 in Q1 2023.
  • Politan Capital Management's portfolio value fell 3.2% quarter-over-quarter to $1.72B.

Based on Politan Capital Management's 13F filing for Q1 2023, filed 15 May 2023.