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Asset Manager ← All Institutions

Politan Capital Management LP

Q1 2026 · Filed 2026-05-15

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Market Value

$985M

+17.2%

Holdings

-17

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

100.0%

Turnover

0.0%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
MASI	82.89%	71.01%	+11.88%	$816M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
BRKS	9.92%	18.27%	-8.35%	$98M
CNC	7.20%	10.72%	-3.53%	$71M

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Large Cap	1	$71M	7.2%
Mid Cap	2	$914M	92.8%

Portfolio Analytics

Avg Market Cap

$16.1B

Median Market Cap

$9.4B

Avg P/E

125.0

Median P/E

125.0

Avg Dividend Yield

0.00%

Avg Beta

1.35

# Stocks

# ETFs / Funds

Top Holdings (3 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %
1	MASI	82.89%	4,589,648	$816M	$177.87	$219M	—	—
2	BRKS	9.92%	4,622,450	$98M	$21.13	-$56M	+5,663	+0.1%
3	CNC	7.20%	2,164,710	$71M	$32.74	-$19M	-25,901	-1.2%

View SEC EDGAR Filings for Politan Capital Management LP →