StockDriftsStockDriftsTop 3 Politan Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MASI | MASIMO CORP | 82.89% | 4.59M | $816.4M | +0.00%(+0) | $136.09(+32.23%) | 2026-03-31 | |
| AZTA | AZENTA INC | 9.92% | 4.62M | $97.7M | +0.12%(+5.66K) | $47.06(-45.10%) | 2026-03-31 | |
| CNC | CENTENE CORP DEL | 7.2% | 2.16M | $70.9M | -1.18%(-25.90K) | $72.66(-6.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -22.17% | -52.85% |
| Top 20 Holdings Unweighted | -13.77% | -35.89% |
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