Politan Capital Management LP Long-Term Concentrated

Location: New York, NY

CIK: 0001885245 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $985M (100.0% shares, 0.0% debt)

Holdings (3)

MASI MASIMO CORP 82.9%

Value $816M Shares 4,589,648 Est. Cost $145.92 Unrealized -0.5%

AZTA AZENTA INC 9.9%

Value $97.67M Shares 4,622,450 Est. Cost $47.48 Unrealized -27.1%

CNC CENTENE CORP DEL 7.2%

Value $70.87M Shares 2,164,710 Est. Cost $73.50 Unrealized -41.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MASI	MASIMO CORP	4,589,648	$816M	82.9%	$145.92	-0.5%	COM	574795100
AZTA	AZENTA INC	4,622,450	$97.67M	9.9%	$47.48	-27.1%	COM	114340102
CNC	CENTENE CORP DEL	2,164,710	$70.87M	7.2%	$73.50	-41.0%	COM	15135B101