Politan Capital Management LP
Net seller this quarter
$255M
2
-$818M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CNC | $137M | 53.74% | 0.43% | -1.4% | Q4 2021 |
 AZTA | $118M | 46.26% | 10.56% | Not reported | Q2 2023 |
| Q1 2026 | |||||
| MASI | $816M | 82.89% | 8.79% | Not reported | Q3 2022 |
| AZTA | $97.7M | 9.92% | 10.03% | +0.1% | Q2 2023 |
| CNC | $70.9M | 7.20% | 0.44% | -1.2% | Q4 2021 |
| Q4 2025 | |||||
| MASI | $597M | 71.01% | 8.54% | Not reported | Q3 2022 |
| AZTA | $154M | 18.27% | 10.03% | Not reported | Q2 2023 |
| CNC | $90.1M | 10.72% | 0.45% | -70.4% | Q4 2021 |
| Q3 2025 | |||||
| MASI | $677M | 61.54% | 8.54% | -2.7% | Q3 2022 |
| CNC | $264M | 24.02% | 1.51% | -7.9% | Q4 2021 |
| AZTA | $133M | 12.05% | 10.07% | Not reported | Q2 2023 |
 CSGP | $2.33M | 0.21% | 0.01% | +11.0% | Q2 2025 |
 PFGC | $1.78M | 0.16% | 0.01% | +18.0% | Q2 2025 |
 APD | $1.42M | 0.13% | 0.00% | +12.7% | Q2 2025 |
 DIS | $1.41M | 0.13% | 0.00% | +4.0% | Q2 2025 |
 MIDD | $1.36M | 0.12% | 0.02% | +13.8% | Q2 2025 |
 HON | $1.33M | 0.12% | 0.00% | +8.8% | Q2 2025 |
 GOOG | $1.23M | 0.11% | Not reported | +5.6% | Q2 2025 |
 FUN | $1.07M | 0.10% | 0.05% | +14.6% | Q3 2024 |
 MSFT | $946K | 0.09% | 0.00% | +7.4% | Q2 2025 |
 META | $932K | 0.08% | Not reported | +2.1% | Q2 2025 |
 AMZN | $897K | 0.08% | 0.00% | +5.2% | Q2 2025 |
 TMO | $873K | 0.08% | 0.00% | New | Q3 2025 |
 BIO | $848K | 0.08% | 0.01% | +16.9% | Q2 2025 |
 GXO | $829K | 0.08% | 0.01% | Not reported | Q2 2025 |
 GO | $608K | 0.06% | 0.04% | -8.7% | Q2 2025 |