Q1 2025 · 13F-HR
Politan Capital Management LPholdings as filed
Filed 2025-05-15 · accession 0000902664-25-002392
$1.47B
Reported value
5
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 574795100 | MASI | MASIMO CORP | $785.5M | 53.4% | 4,714,746 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $518.0M | 35.2% | 8,531,731 | Common | SOLE |
| 114340102 | AZTA | AZENTA INC | $159.9M | 10.9% | 4,616,787 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $7.2M | 0.49% | 36,000 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $1.2M | 0.08% | 33,656 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.