Institutional Manager · CIK 0001885245
Politan Capital Management LP
New York, NY · File #028-22077
Latest AUM
$840.6M
Positions
3
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $840.6M
- 13F HOLDINGS REPORTQ/E Sep 202521 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Jun 202519 pos · $1.39B
- 13F HOLDINGS REPORTQ/E Mar 20255 pos · $1.47B
- 13F HOLDINGS REPORTQ/E Dec 20244 pos · $1.54B
- 13F HOLDINGS REPORTQ/E Sep 20244 pos · $1.77B
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $1.64B
- 13F HOLDINGS REPORTQ/E Mar 20243 pos · $1.92B
- 13F HOLDINGS REPORTQ/E Dec 20233 pos · $1.48B
- 13F HOLDINGS REPORTQ/E Sep 20233 pos · $1.69B
- 13F HOLDINGS REPORTQ/E Jun 20232 pos · $1.72B
- 13F HOLDINGS REPORTQ/E Mar 20232 pos · $1.78B
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |