Politan Capital Management
$255M 13F equity value
3 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Politan Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CNC | CENTENE CORP DEL | 2,135,210 | $137M | 53.7% |
| AZTA | AZENTA INC | 4,622,450 | $118M | 46.3% |
| MASI | MASIMO CORP |
Track Politan Capital Management's 13F portfolio: $255M in reported holdings, 3 positions. Top holdings and quarterly changes on SentiSense.
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