Politan Capital Management LP reported 2 positions worth $255.02M for the quarter ended Jun 30, 2026, up 51.3% on the prior quarter. It opened 0 new positions, added to 0, trimmed 1 and exited 0. Its largest holding is Centene Corp at 53.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CNC Centene Corp | -29.5K | -1.4% | $1.89M | 53.74% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CNC Centene Corp | Healthcare | 2.14M | $137.06M | 53.74% | -29.5K | -1.4% | Reduced | 0.43% |
| 2 | AZTA Azenta, Inc. | Healthcare | 4.62M | $117.96M | 46.26% | 0 | 0.0% | Unchanged | 10.21% |
Tip. Select a row to see that position’s full history at Politan Capital Management.
As of its Q2 2026 13F filing, Politan Capital Management LP’s five largest positions were Centene Corp (CNC) at 53.7%, Azenta, Inc. (AZTA) at 46.3% of the reported portfolio.
Politan Capital Management LP reported a 13F portfolio worth $255.02M across 2 positions for Q2 2026. That is up 51.3% from the previous quarter.
Its largest sales by value were Centene Corp ($1.89M). It exited 0 positions entirely.
From the Form 13F-HR reports Politan Capital Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.