Politan Capital Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001885245 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $841M (100.0% shares, 0.0% debt)

Holdings (3)

MASI MASIMO CORP 71.0%

Value $597M Shares 4,589,648 Est. Cost $145.92 Unrealized -1.9%

AZTA AZENTA INC 18.3%

Value $154M Shares 4,616,787 Est. Cost $47.48 Unrealized -31.2%

CNC CENTENE CORP DEL 10.7%

Value $90.14M Shares 2,190,611 Est. Cost $73.50 Unrealized -49.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MASI	MASIMO CORP	4,589,648	$597M	71.0%	$145.92	-1.9%	COM	574795100
AZTA	AZENTA INC	4,616,787	$154M	18.3%	$47.48	-31.2%	COM	114340102
CNC	CENTENE CORP DEL	2,190,611	$90.14M	10.7%	$73.50	-49.1%	COM	15135B101