Politan Capital Management LP - Q42025 Holdings

Politan Capital Management LP holds 3 stocks with a total portfolio value of $ 840.63M as of Q42025. In Q42025, Politan Capital Management LP added 0 new positions, increased stakes in 0 stocks, reduced 1 holding, and fully exited 18 positions. The largest holding is Masimo Corp (MASI), representing 71.01% of the total portfolio.