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Politan Capital Management LP | Tormere

Politan Capital Management LP

Est. AUM

$984.9M

13F long equity, this entity only

Positions

3

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MASIMO CORP	COM	$816.4M	4589648	82.89%	SOLE
2	AZENTA INC	COM	$97.7M	4622450	9.92%	SOLE
3	CENTENE CORP DEL	COM	$70.9M	2164710	7.20%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.