Politan Capital Management LP 13F Holdings · Q2 2026
Politan Capital Management LP reported 2 securities worth $255.02M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CNC (53.74%), AZTA (46.26%), MASI (0.00%). Among its top 25 positions this quarter: 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CNC | CENTENE CORP DEL | $137.1M | 53.74% | 2.1M | Trimmed |
| 2 | AZTA | AZENTA INC | $118.0M | 46.26% | 4.6M | Hold |
| 3 | MASI | MASIMO CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR