Activist profile

Politan Capital Management LP

Campaigns

Proxy fights

Settlements

Directors placed

Style

Deal-maker

Politan Capital Management LP is one of the U.S. shareholder activists tracked by Boardroom Alpha, with 4 disclosed campaigns since 2021. Recent U.S. targets include Azenta Inc, Masimo Corp, and Centene Corp.

Recent activity

Notable Campaigns

Year	Ticker	Target	Type
2024	AZTA	Azenta Inc	Cooperation agreement
2024	MASI	Masimo Corp	Proxy fight
2023	MASI	Masimo Corp	Proxy fight
2021	CNC	Centene Corp	Cooperation agreement

Full campaign history, dissident slates, per-nominee seat outcomes, and filings timelines inside the platform →

Current positions

Top Holdings

Q ending Mar 31, 2026

Ticker	Company	% of float	Position value
AZTA	Azenta Inc	10.0%	$98M
MASI	Masimo Corp	8.76%	$816M
CNC	Centene Corp	0.44%	$71M

Full portfolio, position changes by quarter, and overlap with Politan’s likely next targets inside the platform →

Last 12 months

Recent SEC Filings

Portfolio (13F)

13F-HRMay 15, 2026
View →·SEC ↗
13F-HRFeb 17, 2026
View →·SEC ↗

Voting (N-PX)

N-PXAug 29, 2025
View →·SEC ↗

Full filings history with parsed positions, voting records, and dissident-proxy timelines inside the platform →

View all filings on SEC EDGAR ↗

Compare

Other Deal-maker activists

Linked profiles

Elliott Investment Management L.P.35 Engaged Capital20 Ancora Advisors, LLC19 Starboard Value17 Trian Fund Management16 Legion Partners Asset Management13 Engine Capital, L.P.11 Barington Capital Group10

Inside Boardroom Alpha

The full Politan Capital Management LP profile

→Daily-rescored target prediction from the activist's current 13F overlap
→Full detail on every activist board nominee and the election or settlement result
→Per-campaign effectiveness scoring across vote outcomes and concessions
→Composite influence, vote-strength, and negotiating-leverage scoring
→Preferred legal counsel, proxy solicitor, and IR/PR provider history

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