Politan Capital Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Politan Capital Management LP reported 2 stock positions worth $255.0 million. Its top holding was Centene (CNC) at 53.7% of the portfolio, followed by Azenta (AZTA, 46.3%). Compared with Q1 2026, it sold out of 1 and reduced 1. The biggest sale was an exit from Masimo (MASI).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001885245
- Portfolio Value
- $255.0M (Q2 2026)
- SEC Filing
- 0000902664-26-003497 ↗ filed Aug 14, 2026
Holdings Value
Holdings 2 stocks · $255.0M
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $255.0M | CNC, AZTA |
| Q1 2026 | 3 | $984.9M | MASI, AZTA, CNC |
| Q4 2025 | 3 | $840.6M | MASI, AZTA, CNC |
| Q3 2025 | 21 | $1.1B | MASI, CNC, AZTA, IWM, VTWO |
| Q2 2025 | 19 | $1.4B | MASI, CNC, AZTA, IWM, CSGP |
| Q1 2025 | 5 | $1.5B | MASI, CNC, AZTA, IWM, FUN |
| Q4 2024 | 4 | $1.5B | MASI, CNC, AZTA, FUN |
| Q3 2024 | 4 | $1.8B | CNC, MASI, AZTA, FUN |
| Q2 2024 | 3 | $1.6B | CNC, MASI, AZTA |
| Q1 2024 | 3 | $1.9B | CNC, MASI, AZTA |