Politan Capital Management LP — 13F Holdings & Portfolio
CIK 1885245 · latest 13F-HR filed 2026-08-14
Politan Capital Management LP manages $255.0M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CNC (53.74%), AZTA (46.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 1, added to 2, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
919 THIRD AVENUE
NEW YORK, NY 10022
$255.0M
Long-equity book
2
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −1 / ↑2 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $255.0M | 2 | 0000902664-26-003497 |
| 2026-03-31 | 2026-05-15 | $984.9M | 3 | 0000902664-26-002520 |
| 2025-12-31 | 2026-02-17 | $840.6M | 3 | 0000902664-26-001110 |
| 2025-09-30 | 2025-11-14 | $1.10B | 21 | 0000902664-25-005062 |