Politan Capital Management Lp Portfolio Stock Holdings

Politan Capital Management Lp disclosed 3 stock positions valued at approximately $984.9 million in its latest SEC 13F filing. The largest holdings include MASIMO CORP, AZENTA INC, and CENTENE CORP DEL. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
3
Portfolio Value
$984.9M
Holdings by Sector
Politan Capital Management Lp Portfolio Holdings in Q1 2026

3 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MASIMO CORPMASIHealthcare82.89%4,589,648--$816,360,690
AZENTA INCAZTAHealthcare9.92%4,622,450+5,663+0.12%$97,672,369
CENTENE CORP DELCNCHealthcare7.20%2,164,710-25,901-1.18%$70,872,605
Politan Capital Management Lp Portfolio Stock Holdings | InsiderSet