Politan Capital Management 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Politan Capital Management disclosed 2 US equity positions worth $255.0m in its Q2 2026 13F filing. The largest position was CNC at 53.7% of the reported book. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 2 holdings.
What did Politan Capital Management own in Q2 2026? Top 2 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CNC CENTENE CORP DEL | Healthcare | 53.7% | $137.1m | 2,135,210 | -1% | reduced |
| 2 | AZTA AZENTA INC | Healthcare | 46.3% | $118.0m | 4,622,450 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.