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Institutional

Politan Capital Management LP

CIK 0001885245
$984.9M
Reported AUM
3
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Politan Capital Management LP · Q1 2026

AI · grounded in 13F

Politan Capital Management LP trimmed its position in Centene Corp Del CNC by 1.18%. The fund accumulated shares of Azenta Inc AZTA, increasing the position by 12.27%. Total assets under management stood at $984.91M across three positions.

Portfolio · Q1 2026

MASI$816.4MAZTA$97.7MCNC$70.9MPL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1MASIMASIMO CORP$178.82-0.04%3.98%-34.35%$816.4M82.89%—HELD
2AZTAAZENTA INC$22.69-0.66%-21.08%-74.46%$97.7M9.92%+5,663+0.1%
3CNCCENTENE CORP DEL$62.33-0.59%13.00%-9.15%$70.9M7.20%−25,901−1.2%

Source: SEC EDGAR · accession 0000902664-26-002520. 13F discloses long positions only — shorts, foreign equities, and options are excluded.