Politan Capital Management LP
CIK Number: 0001885245
Main Sectors:
Filing Date: Aug 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MASI | Masimo Corporat... | 147.29 | +0.85% | 4.72M | +0.04% | 793.42M | 141.29 | 56.98% | Share |
| 2 | CNC | Centene Corpora... | 38.73 | +5.19% | 8.04M | -5.73% | 436.59M | 82.04 | 31.36% | Share |
| 3 | AZTA | Azenta, Inc. | 32.45 | +3.05% | 4.62M | 0.00% | 142.1M | 48.91 | 10.21% | Share |
| 4 | IWM | iShares Russell... | 245.84 | +0.75% | 19.46K | -45.93% | 4.2M | 199.49 | 0.30% | Share |
| 5 | CSGP | CoStar Group, I... | 84.80 | +1.07% | 24.89K | +100.00% | 2M | 80.4 | 0.14% | Share |
| 6 | DIS | The Walt Disney... | 112.50 | +0.32% | 11.83K | +100.00% | 1.47M | 124.01 | 0.11% | Share |
| 7 | HON | Honeywell Inter... | 209.05 | -0.93% | 5.81K | +100.00% | 1.35M | 232.88 | 0.10% | Share |
| 8 | APD | Air Products an... | 271.53 | +0.34% | 4.62K | +100.00% | 1.3M | 282.06 | 0.09% | Share |
| 9 | MIDD | The Middleby Co... | 138.60 | +0.42% | 8.97K | +100.00% | 1.29M | 144 | 0.09% | Share |
| 10 | PFGC | Performance Foo... | 102.56 | +0.13% | 14.52K | +100.00% | 1.27M | 87.47 | 0.09% | Share |
| 11 | FUN | Six Flags Enter... | 23.90 | +2.18% | 41.09K | +22.08% | 1.25M | 38.52 | 0.09% | Share |
| 12 | META | Meta Platforms,... | 710.56 | -2.27% | 1.24K | +100.00% | 917.45K | 738.09 | 0.07% | Share |
| 13 | AMZN | Amazon.com, Inc... | 219.51 | -1.3% | 3.88K | +100.00% | 852.11K | 219.39 | 0.06% | Share |
| 14 | GOOG | Alphabet Inc. | 246.45 | +0.01% | 4.79K | +100.00% | 849.52K | 177.39 | 0.06% | Share |
| 15 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 1.7K | +100.00% | 846.09K | 497.41 | 0.06% | Share |
| 16 | IYE | iShares U.S. En... | 47.34 | +0.54% | 17.21K | +100.00% | 778.19K | 45.22 | 0.06% | Share |
| 17 | GXO | GXO Logistics, ... | 53.73 | -0.14% | 15.68K | +100.00% | 763.42K | 48.7 | 0.05% | Share |
| 18 | BIO | Bio-Rad Laborat... | 305.80 | +3.93% | 2.59K | +100.00% | 624.54K | 241.32 | 0.04% | Share |
| 19 | GO | Grocery Outlet ... | 16.47 | +1.79% | 41.49K | +100.00% | 515.27K | 12.42 | 0.04% | Share |
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