Fund Holdings — Politan Capital Management LP

Total Portfolio Value:
$255.02M
Total Bought:
$0
Total Sold:
$882.55M
Net Transaction:
-$882.55M
Notable People:
Quentin George Koffey
Securities
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SharesValue
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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Centene Corporation(CNC)2,164,7102,135,210-29,500$70.87M$137.06M53.74%+$66.19M
Azenta, Inc.(AZTA)4,622,4504,622,4500$97.67M$117.96M46.26%+$20.29M
MASIMO CORP4,589,6480-4,589,648$816.36M$0—-$816.36M
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Politan Capital Management LP — 13F Holdings — Q2 2026 | TickerTrail