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PCM

Politan Capital Management Portfolio holdings

AUM $985M
1-Year Est. Return 3.12%
This Fund
S&P 500
This Quarter Est. Return
+19.68%
1 Year Est. Return
-3.12%
3 Year Est. Return
+7.16%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.75B
AUM Growth
+$275M
Cap. Flow
+$3.2M
Cap. Flow %
0.18%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AZTA icon
Azenta
AZTA
+$3.2M

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
CNC icon
1
Centene
CNC
$31.3B
$901M 51.43%
12,137,283
– –
MASI
2
DELISTED
Masimo
MASI
$552M 31.54%
4,713,518
– –
AZTA icon
3
Azenta
AZTA
$1.26B
$298M 17.03%
4,578,003
+59,000
+1% +$3.2M

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PCM
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Politan Capital Management's Q4 2023 Portfolio in Review

As of Q4 2023, Politan Capital Management held 3 positions worth $1.75B, up 19% from $1.48B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2023: portfolio turnover was 0%. Politan Capital Management opened no new positions and made no exits, leaving the 3-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 Azenta in Q4 2023, an estimated $3.2M increase.
  • Politan Capital Management's ten largest holdings make up 100% of its $1.75B portfolio in Q4 2023.
  • Politan Capital Management opened 0 new positions and closed 0 in Q4 2023.
  • Politan Capital Management's portfolio value rose 19% quarter-over-quarter to $1.75B.

Based on Politan Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.