Politan Capital Management L.P. is an investment fund managing more than $1.66 billion ran by Quentin Koffey. There are currently 2 companies in Mr. Koffey’s portfolio. The largest investments include Centene and Masimo Corp, together worth $1.66 billion.
$1.66 billion Assets Under Management (AUM)
As of 7th November 2022, Politan Capital Management L.P.’s top holding is 12,914,408 shares of Centene currently worth over $1 billion and making up 60.5% of the portfolio value.Relative to the number of outstanding shares of Centene, Politan Capital Management L.P. owns more than approximately 0.1% of the company.In addition, the fund holds 4,648,869 shares of Masimo Corp worth $656 million, whose value fell approximately 0.1% in the past six months.
Currently, Politan Capital Management L.P.'s portfolio is worth at least $1.66 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Politan Capital Management L.P.
The Politan Capital Management L.P. office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Quentin Koffey serves as the Managing Partner & Chief Investment Officer at Politan Capital Management L.P..
