Politan Capital Management LP - Portfolio overview

Politan Capital Management LP has 21 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Defensive and Healthcare.

Largest reported holdings by portfolio allocation

1. MASI - MASIMO CORP, 80.74%
2. AZTA - AZENTA INC, 9.66%
3. CNC - CENTENE CORP DEL, 7.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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