13FBOX
Politan Capital Management LP · 13F Holdings
Options Calculator Rankings

Politan Capital Management LP

No.6313
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
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