13F HOLDINGS REPORT
Politan Capital Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000902664-26-001110
Total Value
$840.6M
Positions
3
Other Managers
0
Confidential Omitted
No
Holdings (3)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASIMO CORP | MASI | 4,589,648 | $596.9M | 71.01% |
| 2 | AZENTA INC | AZTA | 4,616,787 | $153.6M | 18.27% |
| 3 | CENTENE CORP DEL | CNC | 2,190,611 | $90.1M | 10.72% |