Hedge Fund - Politan Capital

13F Holdings

Filing Period:

Last updated on May 15, 2026, 4:10pm based on SEC 13F filings Last update: May 15, 2026, 4:10pm

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Masimo Corp	MASI	4,589,648	$816,360,690		82.89%
2.	Azenta Inc.	AZTA	4,622,450	$97,672,369	+1%	9.92%
3.	Centene Corp	CNC	2,164,710	$70,872,605	-2%	7.2%