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§ 13F · FUND PROFILE

Politan Capital Management LP.

AUM · $255M (13F)Positions · 2Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 14, 2026
#TickerNameShares$ value% portΔ Q2
1CNCCENTENE CORP DEL2.14M$137M53.7%−1%
2AZTAAZENTA INC4.62M$118M46.3%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE POLITAN SIGNAL

AC read

Politan Capital Management LP is a Other fund managing $255 million in assets. The fund runs a focused portfolio of just 2 positions.

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