Politan Capital Management 13F filings and top holdings and stakes

Politan Capital Management as of March 31, 2026

Portfolio Holdings for Politan Capital Management

Politan Capital Management holds 3 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Masimo Corporation (MASI)	82.9	$816M	4.6M	177.87
Brooks Automation (AZTA)	9.9	$98M	4.6M	21.13
Centene Corporation (CNC)	7.2	$71M	2.2M	32.74

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