Politan Capital Management LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Politan Capital Management LP reported 3 stock positions worth $1.6 billion. Its top holding was Centene (CNC) at 49.0% of the portfolio, followed by Masimo (MASI, 36.2%) and Azenta (AZTA, 14.8%). Compared with Q1 2024, it added to 1 and reduced 1. The biggest buy was Masimo (MASI, shares +0%) and the biggest sale Centene (CNC, shares −0%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001885245
Portfolio Value
$1.6B (Q2 2024)
SEC Filing
0000902664-24-005135 ↗ filed Aug 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.9B Q1 2024 Q2 2024: $1.6B $1.6B Q2 2024 Q3 2024: $1.8B Q3 2024 Q4 2024: $1.5B Q4 2024 Q1 2025: $1.5B Q1 2025 Q2 2025: $1.4B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $840.6M Q4 2025 Q1 2026: $984.9M Q1 2026 Q2 2026: $255.0M Q2 2026

Holdings 3 stocks · $1.6B
CNC Centene Corp. 49.03% 12,135,044 $804.6M Reduce -0.0%
MASI Masimo Corp. 36.18% 4,714,746 $593.8M Add +0.0%
AZTA Azenta Inc. 14.79% 4,611,752 $242.7M No change

Portfolio Sells Q1 2024 → Q2 2024
CNC Centene Corp. Reduce -0.0% 49.03% −0.51

Portfolio Buys Q1 2024 → Q2 2024
MASI Masimo Corp. Add +0.0% 36.18% +0.18

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$255.0MCNC, AZTA
Q1 2026 3$984.9MMASI, AZTA, CNC
Q4 2025 3$840.6MMASI, AZTA, CNC
Q3 2025 21$1.1BMASI, CNC, AZTA, IWM, VTWO
Q2 2025 19$1.4BMASI, CNC, AZTA, IWM, CSGP
Q1 2025 5$1.5BMASI, CNC, AZTA, IWM, FUN
Q4 2024 4$1.5BMASI, CNC, AZTA, FUN
Q3 2024 4$1.8BCNC, MASI, AZTA, FUN
Q2 2024 3$1.6BCNC, MASI, AZTA
Q1 2024 3$1.9BCNC, MASI, AZTA