Institutions / Politan Capital Management LP

Politan Capital Management LP

CIK 1885245 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$840.63M
Positions
3
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Masimo Corporation—$596.93M4,589,64871.0%
Azenta Inc—$153.55M4,616,78718.3%
Centene Corp—$90.14M2,190,61110.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.

Insider transactions

Also files Forms 3 / 4 / 5
DateActionCompanyValueShares ΔPosition afterImpact
Mar 12, 2026OtherMASI
Masimo Corporation
Forward Sale Contract (obligation to sell)
—+131K
130,869
0.25% of shares
low
Mar 11, 2026OtherMASI
Masimo Corporation
Forward Sale Contract (obligation to sell)
—+143K
142,681
0.27% of shares
low