Politan Capital Management LP

Added to Azenta, trimmed Centene Del. Portfolio up 17% to $984.9M.

$984.9M portfolio3 holdingstop 10 = 100%filed 2026-05-15

1MASIMasimo Corp82.89%
$816.4M - 4.6M shares-
2AZTAAzenta Inc9.92%
$97.7M - 4.6M shares+6K
3CNCCentene Corp Del7.20%
$70.9M - 2.2M shares-26K

#	Stock
1	MASIMasimo Corp	82.89%	$816.4M	4.6M	-
2	AZTAAzenta Inc	9.92%	$97.7M	4.6M	+6K
3	CNCCentene Corp Del	7.20%	$70.9M	2.2M	-26K

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.