Quentin Koffey

Politan Capital Management Lp

Assets Managed

$984.906M

Holdings

Last Quarter

2026 - Q1

Filed Date

19d ago

Growth Rate

17.17%(2Q avg: -3.22%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Politan Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3 positions.

Assets under management

The assets under management (AUM) of Politan Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 984.906M in assets, with a quarterly growth rate of 17.17% and a 2-quarter average growth rate of -3.22%. The portfolio is managed by Quentin Koffey, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MASI Masimo Corp Recent Activity	82.89%	$816.361M 4.59M shares@ $177.88 avg price
AZTA Azenta Inc Recent Activity Increased 0.13%	9.92%	$97.672M 4.622M shares@ $21.14 avg price	Increased 0.13%
CNC Centene Corp Recent Activity Decreased -1.18%	7.2%	$70.873M 2.165M shares@ $32.74 avg price	Decreased -1.18%

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