Politan Capital Management LP

CIK

1885245

City

NEW YORK

State / Country

NY

Stock

CNC — Centene Corp

Top Portfolio Positions

3 positions · $984,905,662 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
MASI	Masimo Corp Healthcare	4,589,648	$816,360,689	82.89%
AZTA	Azenta, Inc. Healthcare	4,622,450	$97,672,368	9.92%
CNC	Centene Corp Healthcare	2,164,710	$70,872,605	7.20%

Portfolio Trend

18 quarters · across all stocks

Holdings in CNC

Compact Export CSV

Shares Held

Position Value (USD)

18 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$70,872,605	2,164,710	-1.2%	Shares	Sole	2026-05-15
2025-12-31	$90,143,642	2,190,611	-70.4%	Shares	Sole	2026-02-17
2025-09-30	$264,356,117	7,409,084	-7.9%	Shares	Sole	2025-11-14
2025-06-30	$436,587,881	8,043,255	-5.7%	Shares	Sole	2025-08-14
2025-03-31	$517,961,389	8,531,731	-2.7%	Shares	Sole	2025-05-15
2024-12-31	$531,434,051	8,772,434	-27.7%	Shares	Sole	2025-02-14
2024-09-30	$913,526,112	12,135,044	0.0%	Shares	Sole	2024-11-14
2024-06-30	$804,553,417	12,135,044	-0.0%	Shares	Sole	2024-08-14
2024-03-31	$952,533,969	12,137,283	0.0%	Shares	Sole	2024-05-15
2023-12-31	$900,707,771	12,137,283	0.0%	Shares	Sole	2024-02-14
2023-09-30	$836,016,053	12,137,283	0.0%	Shares	Sole	2023-11-14
2023-06-30	$818,659,738	12,137,283	-9.3%	Shares	Sole	2023-08-14
2023-03-31	$846,026,659	13,384,380	+2.1%	Shares	Sole	2023-05-15
2022-12-31	$1,075,526,705	13,114,580	+1.5%	Shares	Sole	2023-02-14
2022-09-30	$1,004,870,086	12,914,408	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,092,688,060	12,914,408	0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,087,264,009	12,914,408	+1.8%	Shares	Sole	2022-05-16
2021-12-31	$1,044,948,019	12,681,408	—	Shares	Sole	2022-02-14
No 13F history on record for this holder in this stock.