Politan Capital Management LP Long-Term Concentrated

Location: NEW YORK, NY

CIK: 0001885245 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

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

Holdings (3)

Decreased Positions (1)

CNC CENTENE CORP DEL 7.2%

Value $70.87M (-21.4%) Shares 2,164,710 (-1.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CNC	CENTENE CORP DEL	2,164,710 (-1.2%)	$70.87M (-21.4%)	7.2%	—	—	COM	15135B101

Unchanged Positions (2)

MASI MASIMO CORP 82.9%

Value $816M Shares 4,589,648 Est. Cost — Unrealized —

AZTA AZENTA INC 9.9%

Value $97.67M Shares 4,622,450 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MASI	MASIMO CORP	4,589,648	$816M	82.9%	—	—	COM	574795100
AZTA	AZENTA INC	4,622,450	$97.67M	9.9%	—	—	COM	114340102