What stocks does Quentin Koffey own?

As of Q2 2026, Politan Capital Management reported 2 positions with a combined 13F value of $255.0M. Its largest stock positions are CNC ($137.1M) and AZTA ($118.0M).

How often does Politan Capital Management update its portfolio?

Politan Capital Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.

What does Politan Capital Management's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Politan Capital Management's portfolio data come from?

From the 13F filings Politan Capital Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

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.

Share change vs Mar 31

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	$69.16 +7.7%
2	AZTAAzenta Inc	46.26%	$118.0M	-	$25.52	$34.09 +33.6%

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 16, 2026.

Check the filer and reporting period

These holdings cover Jun 30, 2026. Check the SEC filer record for the reporting entity. Disclosed quarter-end positions are not a manager's personal or live portfolio. Compare the reporting period with the filed date before interpreting a change.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

MASI ReducedView disclosure

Common questions

What stocks does Quentin Koffey own?: As of Q2 2026, Politan Capital Management reported 2 positions with a combined 13F value of $255.0M. Its largest stock positions are CNC ($137.1M) and AZTA ($118.0M).
How often does Politan Capital Management update its portfolio?: Politan Capital Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.
What does Politan Capital Management's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Politan Capital Management's portfolio data come from?: From the 13F filings Politan Capital Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.