Politan Capital Management LP

Portfolio Overview

Politan Capital Management LP’s 13F filing for the period ending September 30, 2025, reveals a dramatic transformation in the fund's structure and risk profile. The total portfolio value plummeted by 80.2%, decreasing from $1.39 billion in the previous quarter to $276.3 million. This drastic reduction in assets under management (AUM) is likely attributable to significant client redemptions rather than pure market depreciation, given the magnitude of the drop w...