# Politan Capital Management LP: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1885245.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $255.0m
- Positions: 2 (2 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1885245/000090266426003497/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CENTENE CORP DEL (CNC)](/companies/cnc.md) | COM | $137.1m | 53.7% | 2,135,210 |  | Reduced −29,500 |
| [AZENTA INC (AZTA)](/companies/azta.md) | COM | $118.0m | 46.3% | 4,622,450 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| MASIMO CORP | COM | $0 | 0.0% | 0 |  | Sold out −4,589,648 |

Source: SEC EDGAR, Form 13F-HR, accession 0000902664-26-003497. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.