Politan Capital Management 13F filings and top holdings and stakes

Politan Capital Management as of June 30, 2026

Portfolio Holdings for Politan Capital Management

Politan Capital Management holds 2 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Centene Corporation (CNC)	53.7	$137M		2.1M	64.19
Brooks Automation (AZTA)	46.3	$118M		4.6M	25.52

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