Politan Capital Management LP: AZENTA INC (AZTA): Quarterly 13F Position History
As of Q1 2026, Politan Capital Management LP reported 4,622,450 shares of AZENTA INC (AZTA), worth $97.7M and representing 9.9% of its 13F equity book. Quarter-over-quarter share count change: + 5,663 (+0.1%) . The position first appeared in Q2 2023 and has been disclosed across 12 13F-HR filings in Pactolio's tracked window.
- 4,622,450Shares Held (Latest Filing)
- $97.7MReported Market Value (Latest Filing)
- 9.9%Portfolio Weight (% of 13F Equity Book)
- +5,663Quarter-over-Quarter Share Change
- -$55.9MQuarter-over-Quarter Value Change
- 4,622,450Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 12 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,622,450 | +5,663 | +0.1% | $97.7M | 9.9% | $21.1 |
| Q4 2025 | 4,616,787 | 0 | — | $153.6M | 18.3% | $33.3 |
| Q3 2025 | 4,616,787 | 0 | — | $132.6M | 12.1% | $28.7 |
| Q2 2025 | 4,616,787 | 0 | — | $142.1M | 10.2% | $30.8 |
| Q1 2025 | 4,616,787 | +4,040 | +0.1% | $159.9M | 10.9% | $34.6 |
| Q4 2024 | 4,612,747 | +995 | +0.0% | $230.6M | 14.9% | $50.0 |
| Q3 2024 | 4,611,752 | 0 | — | $223.4M | 12.6% | $48.4 |
| Q2 2024 | 4,611,752 | 0 | — | $242.7M | 14.8% | $52.6 |
| Q1 2024 | 4,611,752 | +33,749 | +0.7% | $278.0M | 14.5% | $60.3 |
| Q4 2023 | 4,578,003 | +59,000 | +1.3% | $298.2M | 17.0% | $65.1 |
| Q3 2023 | 4,519,003 | +2,519,003 | +126.0% | $226.8M | 15.4% | $50.2 |
| Q2 2023 | 2,000,000 | — | — | $93.4M | 5.5% | $46.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Politan Capital Management LP first disclose a AZTA position in 13F-HR filings?
Politan Capital Management LP first reported AZENTA INC (AZTA) on its 13F-HR filing for the period ending 2023-06-30 (Q2 2023). The position has appeared on 12 reported quarters within Pactolio's tracked window.
What was Politan Capital Management LP's most recent quarter-over-quarter share-count change in AZTA?
Between Q4 2025 and Q1 2026, Politan Capital Management LP added 5,663 shares of AZTA (+0.1%), bringing the total reported position to 4,622,450 shares at a market value of $97.7M.
Does the implied price-per-share represent Politan Capital Management LP's cost basis in AZTA?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.