Politan Capital Management as of Dec. 31, 2025
Portfolio Holdings for Politan Capital Management
Politan Capital Management holds 3 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Masimo Corporation (MASI) | 71.0 | $597M | 4.6M | 130.06 | |
| Brooks Automation (AZTA) | 18.3 | $154M | 4.6M | 33.26 | |
| Centene Corporation (CNC) | 10.7 | $90M | 2.2M | 41.15 |
