13F Filings History of Politan Capital Management LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$840,627,598
Signature - Title
Quentin Koffey - Managing Partner & Chief Investment Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Politan Capital Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Politan Capital Management LP reported 3 stock holdings with total value $840,627,598 as of Q4 2025. Top holdings included MASI, AZTA, and CNC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 3 $840,627,598 $0 -$240,944,753 -$240,944,753 MASI, AZTA, CNC 13F-HR 17 Feb 2026, 16:19
Q3 2025 21 $1,100,357,390 +$5,588,281 -$41,866,466 -$36,278,185 MASI, CNC, AZTA, IWM, VTWO 13F-HR 14 Nov 2025, 16:30
Q2 2025 19 $1,392,389,581 +$15,357,920 -$30,082,564 -$14,724,644 MASI, CNC, AZTA, IWM, CSGP 13F-HR 14 Aug 2025, 16:33
Q1 2025 5 $1,471,745,725 +$7,321,586 -$14,613,079 -$7,291,493 MASI, CNC, AZTA, IWM, FUN 13F-HR 15 May 2025, 16:11
Q4 2024 4 $1,543,040,799 +$49,750 -$208,575,936 -$208,526,186 MASI, CNC, AZTA, FUN 13F-HR 14 Feb 2025, 16:10
Q3 2024 4 $1,770,965,978 +$5,429,515 $0 +$5,429,515 CNC, MASI, AZTA, FUN 13F-HR 14 Nov 2024, 16:10
Q2 2024 3 $1,640,998,918 +$154,654 -$148,446 +$6,208 CNC, MASI, AZTA 13F-HR 14 Aug 2024, 16:15
Q1 2024 3 $1,922,710,499 +$2,034,390 $0 +$2,034,390 CNC, MASI, AZTA 13F-HR 15 May 2024, 16:30
Q4 2023 3 $1,751,390,331 +$3,843,260 $0 +$3,843,260 CNC, MASI, AZTA 13F-HR 14 Feb 2024, 16:17
Q3 2023 3 $1,476,106,072 +$126,428,761 $0 +$126,428,761 CNC, MASI, AZTA 13F-HR 14 Nov 2023, 16:17
Q2 2023 3 $1,687,629,125 +$93,360,000 -$88,468,217 +$4,891,783 CNC, MASI, AZTA 13F-HR 14 Aug 2023, 16:11
Q1 2023 2 $1,720,739,432 +$17,054,058 $0 +$17,054,058 MASI, CNC 13F-HR 15 May 2023, 16:03
Q4 2022 2 $1,776,804,232 +$29,893,463 $0 +$29,893,463 CNC, MASI 13F-HR 14 Feb 2023, 06:01
Q3 2022 2 $1,661,104,000 +$656,234,000 $0 +$656,234,000 CNC, MASI 13F-HR 14 Nov 2022, 16:00
Q2 2022 1 $1,092,688,000 $0 $0 $0 CNC 13F-HR 15 Aug 2022, 16:31
Q1 2022 1 $1,087,264,000 +$19,616,270 $0 +$19,616,270 CNC 13F-HR 16 May 2022, 16:04
Q4 2021 1 $1,044,948,000 $0 $0 $0 CNC 13F-HR 14 Feb 2022, 16:01