HC Equivalent of Altimeter/Dragoneer/Addition, etc….do these exist?

Having friends who work in the HC industry (albeit on the private side, not so much publics), from what I've been told you can't really be a generalist across HC. Everyone who "does" HC tends to specialize in 1-3 things and usually stays within their swim lanes. It's not like tech where you can dabble across a bunch of different end markets and manage things reasonably (w/ of course bringing on specialists as-needed), the knowledge is often a lot more niche-specific and you have to develop understanding of all the esoteric regulations to perform any risk analysis worth a damn. The cycles for different segments can be so drastically different depending on whichever way the wind is blowing in Washington that it makes it tough to try and encompass everything under a single umbrella strategy. That said, there are some family offices/small PEs that try (though none are amazing at everything if returns are anything to judge by). Information edge and subsequent formation of a differentiated thesis is much more pronounced by the specialists.