13F HOLDINGS REPORT
Politan Capital Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000902664-25-003682
Total Value
$1.39B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASIMO CORP | MASI | 4,716,536 | $793.4M | 56.98% |
| 2 | CENTENE CORP DEL | CNC | 8,043,255 | $436.6M | 31.36% |
| 3 | AZENTA INC | AZTA | 4,616,787 | $142.1M | 10.21% |
| 4 | ISHARES TR | 464287655 | 19,465 | $4.2M | 0.30% |
| 5 | COSTAR GROUP INC | CSGP | 24,891 | $2.0M | 0.14% |
| 6 | DISNEY WALT CO | 254687106 | 11,826 | $1.5M | 0.11% |
| 7 | HONEYWELL INTL INC | 438516106 | 5,807 | $1.4M | 0.10% |
| 8 | AIR PRODS & CHEMS INC | AIIR | 4,617 | $1.3M | 0.09% |
| 9 | MIDDLEBY CORP | MIDD | 8,973 | $1.3M | 0.09% |
| 10 | PERFORMANCE FOOD GROUP CO | PFGC | 14,515 | $1.3M | 0.09% |
| 11 | SIX FLAGS ENTERTAINMENT CORP | FUN | 41,086 | $1.3M | 0.09% |
| 12 | META PLATFORMS INC | META | 1,243 | $917,446 | 0.07% |
| 13 | AMAZON COM INC | AMZN | 3,884 | $852,111 | 0.06% |
| 14 | ALPHABET INC | GOOG | 4,789 | $849,521 | 0.06% |
| 15 | MICROSOFT CORP | MSFT | 1,701 | $846,094 | 0.06% |
| 16 | ISHARES TR | 464287796 | 17,209 | $778,191 | 0.06% |
| 17 | GXO LOGISTICS INCORPORATED | GXO | 15,676 | $763,421 | 0.05% |
| 18 | BIO RAD LABS INC | 090572207 | 2,588 | $624,536 | 0.04% |
| 19 | GROCERY OUTLET HLDG CORP | GO | 41,487 | $515,269 | 0.04% |