Filed: 2/17/2026ACC: 0000902664-26-001110
📋 What this filing means
POLITAN CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $840.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$840.63M
Total AUM (reported)
11.40M
Total Shares
Allocation by class
COM$840.63M100.0%
Portfolio Concentration
Top 3$840.63M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 11.40M
Sole
Full voting authority
11.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:
MASIMO CORP
SOLEShares4.59M
TypeSH
Market value$596.93M
71.01%
Sole
4.59M
Shared
0.00
None
0.00
AZENTA INC
SOLEShares4.62M
TypeSH
Market value$153.55M
18.27%
Sole
4.62M
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares2.19M
TypeSH
Market value$90.14M
10.72%
Sole
2.19M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASIMO CORPSOLE | COM | 4.59M | SH | $596.93M 71.01% | 4.59M | 0.00 | 0.00 |
AZENTA INCSOLE | COM | 4.62M | SH | $153.55M 18.27% | 4.62M | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 2.19M | SH | $90.14M 10.72% | 2.19M | 0.00 | 0.00 |