13F HOLDINGS REPORT
Politan Capital Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000902664-25-005062
Total Value
$1.10B
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASIMO CORP | MASI | 4,589,648 | $677.2M | 61.54% |
| 2 | CENTENE CORP DEL | CNC | 7,409,084 | $264.4M | 24.02% |
| 3 | AZENTA INC | AZTA | 4,616,787 | $132.6M | 12.05% |
| 4 | ISHARES TR | 464287655 | 17,569 | $4.3M | 0.39% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C664 | 32,315 | $3.2M | 0.29% |
| 6 | COSTAR GROUP INC | CSGP | 27,635 | $2.3M | 0.21% |
| 7 | PERFORMANCE FOOD GROUP CO | PFGC | 17,121 | $1.8M | 0.16% |
| 8 | AIR PRODS & CHEMS INC | AIIR | 5,202 | $1.4M | 0.13% |
| 9 | DISNEY WALT CO | 254687106 | 12,296 | $1.4M | 0.13% |
| 10 | MIDDLEBY CORP | MIDD | 10,215 | $1.4M | 0.12% |
| 11 | HONEYWELL INTL INC | 438516106 | 6,317 | $1.3M | 0.12% |
| 12 | ALPHABET INC | GOOG | 5,059 | $1.2M | 0.11% |
| 13 | SIX FLAGS ENTERTAINMENT CORP | FUN | 47,092 | $1.1M | 0.10% |
| 14 | MICROSOFT CORP | MSFT | 1,826 | $945,777 | 0.09% |
| 15 | META PLATFORMS INC | META | 1,269 | $931,928 | 0.08% |
| 16 | ISHARES TR | 464287796 | 19,599 | $931,344 | 0.08% |
| 17 | AMAZON COM INC | AMZN | 4,086 | $897,163 | 0.08% |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 1,799 | $872,551 | 0.08% |
| 19 | BIO RAD LABS INC | 090572207 | 3,024 | $847,899 | 0.08% |
| 20 | GXO LOGISTICS INCORPORATED | GXO | 15,676 | $829,104 | 0.08% |
| 21 | GROCERY OUTLET HLDG CORP | GO | 37,863 | $607,701 | 0.06% |