Manager activity
FARALLON CAPITAL MANAGEMENT, L.L.C.
Follow
New
19
Add
27
Reduce
23
Exit
104
portfolio moves
173 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| EA | New | +7.49 pp | opened 7.5% | Q1→Q2 |
| Parabilis Medicines | New | +0.30 pp | opened 0.3% | Q1→Q2 |
| NVS | New | +0.26 pp | opened 0.3% | Q1→Q2 |
| WRBY | New | +0.12 pp | opened 0.1% | Q1→Q2 |
| Kailera Therapeutics | New | +0.11 pp | opened 0.1% | Q1→Q2 |
| AXTA | New | +0.08 pp | opened 0.08% | Q1→Q2 |
| BIIB | New | +0.07 pp | opened 0.07% | Q1→Q2 |
| Mobia Med | New | +0.07 pp | opened 0.07% | Q1→Q2 |
| TSHA | New | +0.07 pp | opened 0.07% | Q1→Q2 |
| Alamar Biosciences | New | +0.06 pp | opened 0.06% | Q1→Q2 |
| SMG | New | +0.03 pp | opened 0.03% | Q1→Q2 |
| WAY | New | +0.03 pp | opened 0.03% | Q1→Q2 |
| Inflarx NV | New | +0.03 pp | opened 0.03% | Q1→Q2 |
| BC | New | +0.02 pp | opened 0.02% | Q1→Q2 |
| CMC | New | +0.02 pp | opened 0.02% | Q1→Q2 |
| GNTX | New | +0.02 pp | opened 0.02% | Q1→Q2 |
| IDXX | New | +0.02 pp | opened 0.02% | Q1→Q2 |
| Jatt Ii | New | +0.02 pp | opened 0.02% | Q1→Q2 |
| Sagimet Biosciences | New | +0.01 pp | opened 0.01% | Q1→Q2 |
| SCHW | Exit | −2.12 pp | was 2.1% | Q1→Q2 |
| GOOG | Exit | −1.63 pp | was 1.6% | Q1→Q2 |
| V | Exit | −1.45 pp | was 1.5% | Q1→Q2 |
| DIS | Exit | −1.32 pp | was 1.3% | Q1→Q2 |
| MA | Exit | −1.24 pp | was 1.2% | Q1→Q2 |
| MCK | Exit | −1.16 pp | was 1.2% | Q1→Q2 |
| CNTA | Exit | −1.09 pp | was 1.1% | Q1→Q2 |
| TYRA | Exit | −0.78 pp | was 0.8% | Q1→Q2 |
| THC | Exit | −0.49 pp | was 0.5% | Q1→Q2 |
| CAH | Exit | −0.44 pp | was 0.4% | Q1→Q2 |
| PCVX | Exit | −0.42 pp | was 0.4% | Q1→Q2 |
| DNTH | Exit | −0.40 pp | was 0.4% | Q1→Q2 |
| CGON | Exit | −0.26 pp | was 0.3% | Q1→Q2 |
| BITW | Exit | −0.15 pp | was 0.2% | Q1→Q2 |
| RPRX | Exit | −0.13 pp | was 0.1% | Q1→Q2 |
| CECO | Exit | −0.08 pp | was 0.08% | Q1→Q2 |
| GDS | Exit | −0.07 pp | was 0.07% | Q1→Q2 |
| AIR | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| AFRM | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| AMKR | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| RNA | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| C | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| CMI | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| ENTG | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| FISV | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| FORM | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| GTX | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| H | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| LFUS | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| MTZ | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| MOH | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| IRD | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| PIPR | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| ROL | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| SPGI | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| TENB | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| TKR | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| VRT | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| WST | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| GFS | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| Inter & | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| FLEX | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| NOW | Exit | −0.02 pp | was 0.02% | Q1→Q2 |
| ARWR | Exit | −0.01 pp | was 0.01% | Q1→Q2 |
| CAPR | Exit | −0.01 pp | was 0.01% | Q1→Q2 |
| MDGL | Exit | −0.01 pp | was 0.01% | Q1→Q2 |
| ADPT | Exit | 0.00 pp | was 0% | Q1→Q2 |
| ALT | Exit | 0.00 pp | was 0% | Q1→Q2 |
| ALMS | Exit | 0.00 pp | was 0% | Q1→Q2 |
| COR | Exit | 0.00 pp | was 0% | Q1→Q2 |
| AM6 | Exit | 0.00 pp | was 0% | Q1→Q2 |
| APLSUSD | Exit | 0.00 pp | was 0% | Q1→Q2 |
| ARDX | Exit | 0.00 pp | was 0% | Q1→Q2 |
| ARQT | Exit | 0.00 pp | was 0% | Q1→Q2 |
| AXSM | Exit | 0.00 pp | was 0% | Q1→Q2 |
| ONC | Exit | 0.00 pp | was 0% | Q1→Q2 |
| BLTE | Exit | 0.00 pp | was 0% | Q1→Q2 |
| BCRX | Exit | 0.00 pp | was 0% | Q1→Q2 |
| CCCC | Exit | 0.00 pp | was 0% | Q1→Q2 |
| TVRD | Exit | 0.00 pp | was 0% | Q1→Q2 |
| CELC | Exit | 0.00 pp | was 0% | Q1→Q2 |
| DYN | Exit | 0.00 pp | was 0% | Q1→Q2 |
| EHC | Exit | 0.00 pp | was 0% | Q1→Q2 |
| ERAS | Exit | 0.00 pp | was 0% | Q1→Q2 |
| EVH | Exit | 0.00 pp | was 0% | Q1→Q2 |
| GEHC | Exit | 0.00 pp | was 0% | Q1→Q2 |
| GKOS | Exit | 0.00 pp | was 0% | Q1→Q2 |
| GMED | Exit | 0.00 pp | was 0% | Q1→Q2 |
| GRFS | Exit | 0.00 pp | was 0% | Q1→Q2 |
| HQY | Exit | 0.00 pp | was 0% | Q1→Q2 |
| HR | Exit | 0.00 pp | was 0% | Q1→Q2 |
| HIMS | Exit | 0.00 pp | was 0% | Q1→Q2 |
| IONS | Exit | 0.00 pp | was 0% | Q1→Q2 |
| IOVA | Exit | 0.00 pp | was 0% | Q1→Q2 |
| IRWD | Exit | 0.00 pp | was 0% | Q1→Q2 |
| KRYS | Exit | 0.00 pp | was 0% | Q1→Q2 |
| MMSI | Exit | 0.00 pp | was 0% | Q1→Q2 |
| MIRM | Exit | 0.00 pp | was 0% | Q1→Q2 |
| NKTR | Exit | 0.00 pp | was 0% | Q1→Q2 |
| NEO | Exit | 0.00 pp | was 0% | Q1→Q2 |
| NVAX | Exit | 0.00 pp | was 0% | Q1→Q2 |
| Nuvalent | Exit | 0.00 pp | was 0% | Q1→Q2 |
| NUVB | Exit | 0.00 pp | was 0% | Q1→Q2 |
| OCUL | Exit | 0.00 pp | was 0% | Q1→Q2 |
| OMER | Exit | 0.00 pp | was 0% | Q1→Q2 |
| OSCR | Exit | 0.00 pp | was 0% | Q1→Q2 |
| PGEN | Exit | 0.00 pp | was 0% | Q1→Q2 |
| PGNY | Exit | 0.00 pp | was 0% | Q1→Q2 |
| SBRA | Exit | 0.00 pp | was 0% | Q1→Q2 |
| SRRK | Exit | 0.00 pp | was 0% | Q1→Q2 |
| SDGR | Exit | 0.00 pp | was 0% | Q1→Q2 |
| SLS | Exit | 0.00 pp | was 0% | Q1→Q2 |
| WGS | Exit | 0.00 pp | was 0% | Q1→Q2 |
| STOK | Exit | 0.00 pp | was 0% | Q1→Q2 |
| SUPN | Exit | 0.00 pp | was 0% | Q1→Q2 |
| SNDX | Exit | 0.00 pp | was 0% | Q1→Q2 |
| Terns Pharmaceuticals | Exit | 0.00 pp | was 0% | Q1→Q2 |
| TVTX | Exit | 0.00 pp | was 0% | Q1→Q2 |
| VCYT | Exit | 0.00 pp | was 0% | Q1→Q2 |
| VIR | Exit | 0.00 pp | was 0% | Q1→Q2 |
| Alkermes | Exit | 0.00 pp | was 0% | Q1→Q2 |
| LIVN | Exit | 0.00 pp | was 0% | Q1→Q2 |
| Urogen Pharma | Exit | 0.00 pp | was 0% | Q1→Q2 |
| Uniqure NV | Exit | 0.00 pp | was 0% | Q1→Q2 |
| IMVT | Add | +0.81 pp | +275.5% sh | Q1→Q2 |
| ROIV | Add | +0.81 pp | +47.9% sh | Q1→Q2 |
| TNGX | Add | +0.69 pp | +35.0% sh | Q1→Q2 |
| TWST | Add | +0.63 pp | +49.6% sh | Q1→Q2 |
| BSX | Add | −0.60 pp | +40.8% sh | Q1→Q2 |
| NVO | Add | +0.42 pp | +234.9% sh | Q1→Q2 |
| BIDU | Add | +0.35 pp | +171.3% sh | Q1→Q2 |
| GRAL | Add | +0.35 pp | +27.9% sh | Q1→Q2 |
| ACHC | Add | +0.34 pp | +143.0% sh | Q1→Q2 |
| BBIO | Add | −0.27 pp | +14.7% sh | Q1→Q2 |
| JNJ | Add | +0.27 pp | +175.7% sh | Q1→Q2 |
| AZN | Add | +0.25 pp | +153.4% sh | Q1→Q2 |
| BEAM | Add | +0.24 pp | +1.0% sh | Q1→Q2 |
| GH | Add | +0.22 pp | +3927.5% sh | Q1→Q2 |
| EXEL | Add | +0.18 pp | +2.7% sh | Q1→Q2 |
| CRNX | Add | −0.17 pp | +7.8% sh | Q1→Q2 |
| BTSG | Add | +0.16 pp | +7.2% sh | Q1→Q2 |
| AVTX | Add | +0.14 pp | +172.7% sh | Q1→Q2 |
| MAZE | Add | +0.09 pp | +197.0% sh | Q1→Q2 |
| AGIO | Add | −0.08 pp | +4.1% sh | Q1→Q2 |
| ABVX | Add | +0.07 pp | +6000.0% sh | Q1→Q2 |
| RIO | Add | +0.05 pp | +241.0% sh | Q1→Q2 |
| TMO | Add | −0.04 pp | +19.0% sh | Q1→Q2 |
| VNET | Add | +0.04 pp | +219.6% sh | Q1→Q2 |
| Alvotech | Add | +0.04 pp | +1332.2% sh | Q1→Q2 |
| JOYY | Add | +0.02 pp | +20.9% sh | Q1→Q2 |
| ASMB | Add | +0.01 pp | +30.7% sh | Q1→Q2 |
| RVMD | Reduce | +4.17 pp | −0.4% sh | Q1→Q2 |
| MSFT | Reduce | −3.03 pp | −52.5% sh | Q1→Q2 |
| AON | Reduce | −2.51 pp | −45.0% sh | Q1→Q2 |
| AMZN | Reduce | −2.11 pp | −37.6% sh | Q1→Q2 |
| LQDA | Reduce | +1.21 pp | −3.4% sh | Q1→Q2 |
| WAB | Reduce | −1.18 pp | −44.4% sh | Q1→Q2 |
| AVGO | Reduce | −1.13 pp | −35.3% sh | Q1→Q2 |
| SNPS | Reduce | −1.03 pp | −31.6% sh | Q1→Q2 |
| NTRA | Reduce | −0.88 pp | −30.8% sh | Q1→Q2 |
| KKR | Reduce | −0.72 pp | −11.8% sh | Q1→Q2 |
| ARMK | Reduce | −0.47 pp | −40.9% sh | Q1→Q2 |
| UNH | Reduce | −0.37 pp | −30.3% sh | Q1→Q2 |
| WELL | Reduce | −0.22 pp | −99.5% sh | Q1→Q2 |
| BBNX | Reduce | −0.16 pp | −83.5% sh | Q1→Q2 |
| MRK | Reduce | −0.13 pp | −44.9% sh | Q1→Q2 |
| NTES | Reduce | −0.11 pp | −57.6% sh | Q1→Q2 |
| TEVA | Reduce | −0.05 pp | −88.7% sh | Q1→Q2 |
| ENTA | Reduce | −0.04 pp | −15.8% sh | Q1→Q2 |
| CGC | Reduce | 0.00 pp | −40.0% sh | Q1→Q2 |
| GERN | Reduce | 0.00 pp | −66.5% sh | Q1→Q2 |
| PACB | Reduce | 0.00 pp | −89.5% sh | Q1→Q2 |
| RANI | Reduce | 0.00 pp | −73.5% sh | Q1→Q2 |
| Blue Gold | Reduce | 0.00 pp | −14.7% sh | Q1→Q2 |