Managers / Q3 2024 · view latest →
Politan Capital Management LP
CIK 0001885245 · C/O MCDERMOTT WILL & SCHULTE LLP, 919 THIRD AVENUE, NEW YORK, NY, 10022 · (646) 690-2838
Reported Value
$1.8B
Q3 2024
Positions
4
Filings on Record
18
2019–present window
Filed
Nov 14, 2024
original filing
Summary
Politan Capital Management Lp reported $1.8B in U.S.-listed holdings across 4 positions for Q3 2024.
The portfolio is heavily concentrated: CNC alone accounts for 51.6% of reported value.
Compared with Q2 2024, the fund opened 1 new position and exited 0.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $985M | 3 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $841M | 3 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 21 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.4B | 19 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.5B | 5 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.5B | 4 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.8B | 4 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.6B | 3 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.9B | 3 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.8B | 3 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.5B | 3 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.7B | 3 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.7B | 2 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.78T | 2 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.7B | 2 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.1B | 1 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.1B | 1 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.0B | 1 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.