Politan Capital Management LP
NEW YORK, NY · CIK 1885245 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2021 · limited partnership
- Assets managed$855.7m
- Staff1 · 1 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds1 (1 hedge) · $855.7m gross assets
- Websitepolitanmgmt.com
- Form ADV · 2026-03-30SEC adviser record
- Legal entityPOLITAN CAPITAL MANAGEMENT LP (US)
- Kindhedge funds
- Others nearbyNew York, NY
As an employer
- Private fundshedge 1
$255.0m
reported value
-74.1% vs Q1 2026
2positions
100.0%in top 10
0 new
0 added
1 reduced
1 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| CENTENE CORP DEL CNC | $137.1m53.74% | Reduced -29.5k |
| AZENTA INC AZTA | $118.0m46.26% | Unchanged |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| MASIMO CORP MASI | $816.4m4.6m shares |