Politan Capital Management Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Politan Capital Management Lp disclosed 2 stock positions valued at approximately $255.02M as of quarter-end June 30, 2026. The largest holdings include CENTENE CORP DEL and AZENTA INC.

Report Period: June 30, 2026
No. of Stocks: 2
Portfolio Value: $255.02M

Holdings by Sector

Politan Capital Management Lp Portfolio Holdings in Q2 2026

Company	Symbol	Sector	Portfolio %	Shares	Change (Shares)	Change %	Value
CENTENE CORP DEL	CNC	Healthcare	53.74%	2,135,210	-29,500	-1.36%	$137,059,130
AZENTA INC	AZTA	Healthcare	46.26%	4,622,450	-	-	$117,964,924

Showing 2 of 2 holdings in the latest reporting period.