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Politan Capital Management LP · 13F Holdings
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Politan Capital Management LP

No.6313 Data as of 2026Q2
Latest AUM (Q2 2026)
$255.0M
QoQ Change Q1 2026
-$729.9M-74.1%
Holdings
2
New Buys
0
Adds
0
Reduces
1
Exits
1
Unchanged
1
Holdings Value Trend
Holdings by Sector
"Other / not classified" = holdings with no GICS sector, mainly ETFs/funds (index funds themselves hold ETFs), options, bonds and foreign listings. Shares are of total holdings value.
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CENTENE CORP DEL COMCNC
53.74%7.2%$137.1M2.1M$70.9M2.2M-29,500-1.36%Reduce
AAZENTA INCAZTA
46.26%9.92%$118.0M4.6M$97.7M4.6M00.00%Unchanged

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q4 2021–Q2 2026 · 19 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-14 14:32 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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