Investor
Politan Capital Management LP
CIK 0001885245 · filed 2026-05-15 · SEC filing
13F book
$984.9M
Positions
3
Largest name
82.9%
Masimo Corp
Est. mark
$145.2M
Price effect on 3 names still held. Flow −$946.2K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Masimo Corp | — | 4.59M | $816.4M | 82.9% | $219.4M | Held |
| Azenta, Inc. | AZTA | 4.62M | $97.7M | 9.9% | −$56M | Added−$55.9M |
| Centene Corp Del | — | 2.16M | $70.9M | 7.2% | −$18.2M | Cut−$19.3M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.