Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Politan Capital Management LP (CIK 1885245) reported $255.0M across 2 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CNC ($137.1M, 53.74%), AZTA ($118.0M, 46.26%), MASI ($0, 0.00%). Source: SEC Form 13F.
| 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