AlphaYouPolitan Capital Management LP
Added to Azenta and trimmed Centene Del in Q1 2026.
$984.9M in this filing3 positionstop 10 = 100%
3 stock and fund positions worth $984.9M
Holdings are from Mar 31, 2026, not today. Filed May 15, 2026.
- 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
What is missing
This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.