Politan Capital Management LP
Investment Portfolio & 13F Holdings Analysis
About
Politan Capital Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 5 holdings worth $1.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ "MASI", "FUN", "AZTA", "CNC", "IWM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 5
- Total Value
- 1471745725
- Accession Number
- 0000902664-25-002392
- Form Type
- 13F-HR
- Manager Name
- Politan-Capital-Management-Lp
Data Enrichment
100% identified5 identified0 unidentified
Holdings
5 positions
Manager:
Search and click to pin securities to the top
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
MASIMO CORP(MASIcusip574795100) | 4.7M | QoQ 0.00% (+0) | All Managers (Combined) | $785.5M | |
CENTENE CORP(CNCcusip15135B101) | 8.5M | All Managers (Combined) | $518.0M | ||
Azenta, Inc.(AZTAcusip114340102) | 4.6M | All Managers (Combined) | $159.9M | ||
| 36.0K | QoQ NEW(+36.0K) YoY NEW(+36.0K) | All Managers (Combined) | $7.2M | QoQ NEW(+$7.2M) YoY NEW(+$7.2M) | |
| 33.7K | QoQ 0.00% (-0)YoY NEW(+33.7K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) |