本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30