Politan Capital Management LP — Q1 2026 13F-HR

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Q1 2026 · 13F-HR

Politan Capital Management LPholdings as filed

Filed 2026-05-15 · accession 0000902664-26-002520

$984.9M

Reported value

Positions

2026-03-31

Period end

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The Brief · Politan Capital Management LP · Q1 2026

AI · grounded in 13F

Politan Capital Management LP trimmed its position in Centene Corp Del CNC by 1.18%. The fund accumulated shares of Azenta Inc AZTA, increasing the position by 12.27%. Total assets under management stood at $984.91M across three positions.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
574795100	MASI	MASIMO CORP	$816.4M	82.9%	4,589,648	Common	SOLE
114340102	AZTA	AZENTA INC	$97.7M	9.92%	4,622,450	Common	SOLE
15135B101	CNC	CENTENE CORP DEL	$70.9M	7.20%	2,164,710	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.