13F-HR filed by Politan Capital Management LP
Politan Capital Management LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 19 holding rows worth $1,392,389,581.
- Accession
- 0000902664-25-003682
- Filer
- CIK 1885245
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 19 entries on the cover page, a total value of $1,392,389,581 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,392,389,581 with VALUE read as dollars as filed, 13F file number 028-22077. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| MASIMO CORP COM | 574795100 | Stock | 4,716,536 | $793,415,686 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 8,043,255 | $436,587,881 | dollars as filed | |
| AZENTA INC | 114340102 | COM | 4,616,787 | $142,104,704 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 19,465 | $4,200,352 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 24,891 | $2,001,236 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 11,826 | $1,466,542 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 5,807 | $1,352,334 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 4,617 | $1,302,271 | dollars as filed | |
| MIDDLEBYCORP | 596278101 | STOK | 8,973 | $1,292,112 | dollars as filed | |
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 14,515 | $1,269,627 | dollars as filed | |
| SIX FLAGS ENTERTAINMENT CORP COM | 83001C108 | Stock | 41,086 | $1,250,247 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,243 | $917,446 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,884 | $852,111 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,789 | $849,521 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,701 | $846,094 | dollars as filed | |
| ISHARES TR | 464287796 | U.S. ENERGY ETF | 17,209 | $778,191 | dollars as filed | |
| GXO LOGISTICS INCORPORATED COMMON STOCK | 36262G101 | Stock | 15,676 | $763,421 | dollars as filed | |
| BIO RAD LABS INC | 090572207 | CL A | 2,588 | $624,536 | dollars as filed | |
| GROCERY OUTLET HLDG CORP COM | 39874R101 | Stock | 41,487 | $515,269 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000902664-25-003682 | this filing | 2025-08-14 | acceptance time not in the bulk data set |