Politan Capital Management LP

CIK: 0001885245SEC EDGAR →

Portfolio Value

$841K

Holdings

3

As of

Q4 2025

New Positions

2

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MASIMO CORP

4,589,648$597K
71.01%
2

AZENTA INC

4,616,787$154K
18.27%
3

CENTENE CORP DEL

2,190,611$90K
10.72%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

CNC↓ Decreased
$174K
IWMCLOSED
$4K
VTWOCLOSED
$3K
CSGPCLOSED
$2K
PFGCCLOSED
$2K

Closed Positions (18)

$4K · 18K shares
$3K · 32K shares
$2K · 28K shares
$2K · 17K shares
$1K · 5K shares
$1K · 12K shares
$1K · 10K shares
$1K · 6K shares
$1K · 5K shares
$1K · 47K shares
$945 · 2K shares
$931 · 20K shares
$931 · 1K shares
$897 · 4K shares
$872 · 2K shares
$847 · 3K shares
$829 · 16K shares
$607 · 38K shares

Sector Breakdown

Sector# HoldingsValue%
Unknown1$597K71.0%
Healthcare2$244K29.0%