Politan Capital Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MASIMO CORP | 4,589,648 | 4,589,648 | 0 | 596,929,619 | 816,360,690 | 82.89% | +219,431,071 |
| CENTENE CORP DEL(CNC) | 2,190,611 | 2,164,710 | -25,901 | 90,143,643 | 70,872,605 | 7.20% | -19,271,038 |
| AZENTA INC(AZTA) | 4,616,787 | 4,622,450 | +5,663 | 153,554,336 | 97,672,369 | 9.92% | -55,881,967 |