What is InsiderStreet.ai?

InsiderStreet.ai is a free financial intelligence platform tracking smart-money signals — insider trades, congressional stock disclosures, hedge fund positions, ETF flows, dark pool activity, and short interest — across 88,000+ securities.

How do I track which hedge funds own a stock?

On any stock page on InsiderStreet, the Hedge Fund Holders tab shows every fund holding that stock — names, position size, quarterly changes, and fund flows. Data is sourced from SEC institutional ownership disclosures.

How do I see which Congress members trade a stock?

Each stock page has a Smart Money tab that shows congressional disclosures under the STOCK Act — senators and representatives, transaction type, date, and dollar range — typically disclosed within 45 days of the trade.

Asset Manager ← All Institutions

Politan Capital Management LP

Q2 2026 · Filed 2026-08-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Market Value

$255M

-74.1%

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

100.0%

Turnover

33.3%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
CNC	53.74%	7.20%	+46.55%	$137M
BRKS	46.26%	9.92%	+36.34%	$118M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
MASI	0.00%	82.89%	-82.89%	$0

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Large Cap	1	$137M	53.7%
Mid Cap	2	$118M	46.3%

Portfolio Analytics

Avg Market Cap

$16.1B

Median Market Cap

$9.4B

Avg P/E

125.0

Median P/E

125.0

Avg Dividend Yield

0.00%

Avg Beta

1.35

# Stocks

# ETFs / Funds

Top Holdings (3 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	CNC	53.74%	2,135,210	$137M	$64.19	$66M	-29,500	-1.4%
2	BRKS	46.26%	4,622,450	$118M	$25.52	$20M	—	—
3	MASI	—%	—	—	—	-$816M	-4,589,648	-100.0%	SOLD

Sold Out Positions

Symbol	Value	% Port
MASI	—	—%

View SEC EDGAR Filings for Politan Capital Management LP →