Politan Capital Management LP

CIK

1885245

City

NEW YORK

State / Country

NY

Stock

MASI — Masimo Corp

Top Portfolio Positions

3 positions · $984,905,662 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
MASI	Masimo Corp Healthcare	4,589,648	$816,360,689	82.89%
AZTA	Azenta, Inc. Healthcare	4,622,450	$97,672,368	9.92%
CNC	Centene Corp Healthcare	2,164,710	$70,872,605	7.20%

Portfolio Trend

18 quarters · across all stocks

Holdings in MASI

Compact Export CSV

Shares Held

Position Value (USD)

17 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-10	$0	0	-100.0%	Shares	Sole	2026-06-11
2026-03-31	$816,360,689	4,589,648	+0.1%	Shares	Sole	2026-05-15
2026-02-16	$596,949,894	4,586,630	-0.1%	Shares	Sole	2026-02-17
2025-12-31	$596,929,618	4,589,648	0.0%	Shares	Sole	2026-02-17
2025-09-30	$677,202,562	4,589,648	-2.7%	Shares	Sole	2025-11-14
2025-06-30	$793,415,685	4,716,536	+0.0%	Shares	Sole	2025-08-14
2025-03-31	$785,476,683	4,714,746	0.0%	Shares	Sole	2025-05-15
2024-12-31	$779,347,513	4,714,746	0.0%	Shares	Sole	2025-02-14
2024-09-30	$628,617,084	4,714,746	0.0%	Shares	Sole	2024-11-14
2024-06-30	$593,775,111	4,714,746	+0.0%	Shares	Sole	2024-08-14
2024-03-31	$692,180,118	4,713,518	0.0%	Shares	Sole	2024-05-15
2023-12-31	$552,471,444	4,713,518	0.0%	Shares	Sole	2024-02-14
2023-09-30	$413,281,258	4,713,518	0.0%	Shares	Sole	2023-11-14
2023-06-30	$775,609,386	4,713,518	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$874,712,772	4,739,963	0.0%	Shares	Sole	2023-05-15
2022-12-31	$701,277,525	4,739,963	+2.0%	Shares	Sole	2023-02-14
2022-09-30	$656,234,348	4,648,869	—	Shares	Sole	2022-11-14
No 13F history on record for this holder in this stock.