Politan Capital Management LP - Q12026 Holdings

Politan Capital Management LP holds 3 stocks with a total portfolio value of $ 984.91M as of Q12026. In Q12026, Politan Capital Management LP added 0 new positions, increased stakes in 1 stock, reduced 1 holding, and fully exited 0 positions. The largest holding is Masimo Corp (MASI), representing 82.89% of the total portfolio.