Politan Capital Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Politan Capital Management LP held in its portfolio 3 assets valued at $840,627,598 (i.e. $840.63M).

The most valuable assets in the portfolio included: MASIMO CORP ($596.93M), AZENTA INC ($153.55M), and CENTENE CORP DEL ($90.14M).

The chart below shows the top 3 valuable assets, and the table below shows the top 3 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Politan Capital Management LP Portfolio

MASIMO CORP

AZENTA INC

CENTENE CORP DEL

Politan Capital Management LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
MASIMO CORP	4589648	596929619	COM
AZENTA INC	4616787	153554336	COM
CENTENE CORP DEL	2190611	90143643	COM