Politan Capital Management LP
3 holdingsFiling period: 2026-03-31Current AUM: $1.08Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MASI | MASIMO CORP | 4.59M | $816.4M | $816.4M | 75.51% | -- | 2026-03-31 |
| 2 | AZTA | AZENTA INC | 4.62M | $97.7M | $130.0M | 12.03% | +5.7K | 2026-03-31 |
| 3 | CNC | CENTENE CORP DEL | 2.16M | $70.9M | $134.7M | 12.46% | -25,901 | 2026-03-31 |
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