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Politan Capital Management LP
WatchNo.6313Latest AUM (Q2 2026)
$255.0M
QoQ Change Q1 2026
-$729.9M-74.1%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
CENTENE CORP DEL COMCNC |
| 53.74% | 7.2% | $137.1M | 2.1M | $70.9M | 2.2M | -29,500-1.36% | Reduce |
| AAZENTA INCAZTA |
| 46.26% | 9.92% | $118.0M | 4.6M | $97.7M | 4.6M | 00.00% | Unchanged |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow