SEC EDGAR Form 13F
Politan Capital Management
Politan Capital Management is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 3 long U.S. equity positions, $985M reported value for the period ended Mar 31, 2026, led by MASIMO CORP, AZENTA INC, and CENTENE CORP DEL.
CIK: 1885245 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$985M
Positions
3
Key person
13F reporting manager
Style
Institutional 13F
Top holding
MASI · MASIMO CORP
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1885245
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →MASI
MASIMO CORP
Portfolio weight
82.89%
AZTA
AZENTA INC
Portfolio weight
9.92%
CNC
CENTENE CORP DEL
Portfolio weight
7.20%
Top reported holdings
Showing the top 3 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
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