13F HOLDINGS REPORT
Politan Capital Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000902664-25-002392
Total Value
$1.47B
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASIMO CORP | MASI | 4,714,746 | $785.5M | 53.37% |
| 2 | CENTENE CORP DEL | CNC | 8,531,731 | $518.0M | 35.19% |
| 3 | AZENTA INC | AZTA | 4,616,787 | $159.9M | 10.87% |
| 4 | ISHARES TR | 464287655 | 36,000 | $7.2M | 0.49% |
| 5 | SIX FLAGS ENTERTAINMENT CORP | FUN | 33,656 | $1.2M | 0.08% |