The Analysis of Politan Capital Management LP's Holdings


Currently, Politan Capital Management LP holds 3 types of securities in its portfolio with a total value $840.6M. In the most recent quarter, they have decreased their positions in CNC (-5.2M shares, valued at $214.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MASI MASIMO CORP4.6M shares0.00%2025-12-312026-02-17history
AZTA AZENTA INC4.6M shares0.00%2025-12-312026-02-17history
CNC CENTENE CORP DEL2.2M shares-70.43%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available