Politan Capital Management LP

Quentin Koffey

exited Masimo in Q2 2026.

$255.0M in this filing2 positionstop 10 = 100%

Holdings are from Jun 30, 2026, not today. Filed Aug 14, 2026. Next filing due ~Nov 14, 2026 - a fund that has since had a bad quarter will not show it here until then.

Spot holdings2 positions - $255.0M

1CNCCentene Corp Del53.74%
$137.1M - 2.1M shares-30K
2AZTAAzenta Inc46.26%
$118.0M - 4.6M shares-

#	Stock					At filing	Now	Market cap	P/E
1	CNCCentene Corp Del	53.74%	$137.1M	2.1M	-30K	$64.19	-	$33.3B	-
2	AZTAAzenta Inc	46.26%	$118.0M	4.6M	-	$25.52	-	$1.5B	-

What is missing

This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.