Politan Capital Management LP reported 2 holdings worth US$255M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Politan Capital Management LP reported 2 holdings worth US$255M as of Jun 30, 2026. Largest: Centene Corporation and Azenta, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 2
- Value as reported
- US$255M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Centene Corporation | 2.14M | US$137M | 53.7% |
| Azenta, Inc. | 4.62M | US$118M | 46.3% |