Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Politan Capital Management LP (CIK 1885245) reported $984.9M across 3 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MASI ($816.4M, 82.89%), AZTA ($97.7M, 9.92%), CNC ($70.9M, 7.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MASI | MASIMO CORP | $816.4M | 82.89% | 4.6M | Hold |
| 2 | AZTA | AZENTA INC | $97.7M | 9.92% | 4.6M | Added |
| 3 | CNC | CENTENE CORP DEL | $70.9M | 7.20% | 2.2M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31