Holdings of Politan Capital Management LP
3 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Unattributed 100.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 3 | 984.9M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Masimo Corp | 4,589,648 | 816.4M $ | |
| 2 | Azenta Inc | 4,622,450 | 97.7M $ | |
| 3 | Centene Corp | 2,164,710 | 70.9M $ |