Politan Capital Management LP

Quentin Koffey

exited MASI in Q2 2026.

$255.0M in this filing2 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

1CNCCentene Corp Del53.74%
$137.1M - 2.1M shares-1.4%
2AZTAAzenta Inc46.26%
$118.0M - 4.6M shares-

#	Stock				At Jun 30	Now
1	CNCCentene Corp Del	53.74%	$137.1M	-1.4%	$64.19	$61.82 -3.7%
2	AZTAAzenta Inc	46.26%	$118.0M	-	$25.52	-

What is missing

Top 10 concentration: 100%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 14, 2026.