Politan Capital (Quentin Koffey)
Famous investorsFiles as Politan Capital Management LP (SEC CIK 1885245). Portfolio from its latest quarterly 13F-HR filing.
- $255.02M
- Tracked value
- 2
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | CNCCENTENE CORP | 53.7% | ▼ 1.4% | 2,135,210 | $137.06M |
| 2 | AZTAAzenta, Inc. | 46.3% | unch. | 4,622,450 | $117.96M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
Never miss a Politan Capital (Quentin Koffey) 13F.
Get an email when Politan Capital (Quentin Koffey) files its next quarterly 13F with the SEC, including the portfolio's notable changes. Free, no account needed.
Free foreverNo account requiredOne-click unsubscribe
Source: SEC EDGAR Form 13F-HR filings.