Filed: 8/14/2026ACC: 0000902664-26-003497
📋 What this filing means
POLITAN CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 2 equity positions with a total reported market value of $255.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2
Positions
$255.02M
Total AUM (reported)
6.76M
Total Shares
Allocation by class
COM$255.02M100.0%
Portfolio Concentration
Top 3$255.02M100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 6.76M
Sole
Full voting authority
6.76M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2
Rows:
CENTENE CORP DEL
SOLEShares2.14M
TypeSH
Market value$137.06M
53.74%
Sole
2.14M
Shared
0.00
None
0.00
AZENTA INC
SOLEShares4.62M
TypeSH
Market value$117.96M
46.26%
Sole
4.62M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CENTENE CORP DELSOLE | COM | 2.14M | SH | $137.06M 53.74% | 2.14M | 0.00 | 0.00 |
AZENTA INCSOLE | COM | 4.62M | SH | $117.96M 46.26% | 4.62M | 0.00 | 0.00 |