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Politan Capital Management LP

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13F filer, CIK 1885245, NEW YORK, NY

Politan Capital Management LP reported $984,905,664 across 3 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-26-002520

Period
2026-03-31
Reported value
$985M
Holdings
3
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AZTAadded+5,663$120K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CNCreduced-25,901-$848K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000902664-26-002520, largest first. % of portfolio is the value over $984,905,664, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MASIMASIMO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,714,746 shares; 2024Q4: 4,714,746 shares; 2025Q1: 4,714,746 shares; 2025Q2: 4,716,536 shares; 2025Q3: 4,589,648 shares; 2025Q4: 4,589,648 shares; 2026Q1: 4,589,648 shares 4,589,648$816M82.89%0Timeline
AZTAAZENTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,611,752 shares; 2024Q4: 4,612,747 shares; 2025Q1: 4,616,787 shares; 2025Q2: 4,616,787 shares; 2025Q3: 4,616,787 shares; 2025Q4: 4,616,787 shares; 2026Q1: 4,622,450 shares 4,622,450$97.7M9.92%+5,663Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,135,044 shares; 2024Q4: 8,772,434 shares; 2025Q1: 8,531,731 shares; 2025Q2: 8,043,255 shares; 2025Q3: 7,409,084 shares; 2025Q4: 2,190,611 shares; 2026Q1: 2,164,710 shares 2,164,710$70.9M7.2%-25,901Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000902664-26-002520 base2026-05-15acceptance time not in the bulk data set