Politan Capital Management LP
Politan Capital Management LP reported 2 US-listed holdings worth $255.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Centene Corp. (53.7%) and Azenta, Inc. (46.3%). Against the quarter before, it opened 0 positions, added to 0, trimmed 1 and sold out of 1.
The 2 largest of its 2 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -6.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Trimmed 1
- Centene Corp. CNC-29,500 shares · -1%
Sold out of 1
- Masimo Corp. MASI$816.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Centene Corp. CNC | 2.1M | $137.1 million | 53.74% | -29.5K |
| Azenta, Inc. AZTA | 4.6M | $118.0 million | 46.26% | no change |