Institutional Fund
Politan Capital Management LP
New York, NYCIK 18852455 filings on record
Portfolio Value
$984.91M
Q1 2026
Holdings
3
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+17.2%
from $840.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Masimo Corp82.9%
- Azenta Inc9.9%
- Centene Corp Del7.2%
Portfolio Holdings
3 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Masimo Corp | 4.59M | $816.36M | 82.9% | 0 | Held |
| 2 | Azenta Inc | 4.62M | $97.67M | 9.9% | +5.7K | Added |
| 3 | Centene Corp Del | 2.16M | $70.87M | 7.2% | −25.9K | Reduced |