Follow-The-Filings

Featured 13F manager

Farallon Capital Management, L.l.c.

San Francisco, CA 87 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $21.7B
  • 77 Positions
  • 2026 Q2
  • +23.6% QoQ
  • Top 5 29.9%

Portfolio

2026 Q2 · filed 8/14/2026 · 77 long · top 12 shown

top 5 29.9% · top 10 44.0%

AUM over time

2026 Q2 $21.7B +23.6% QoQ
2021 Q3 · $19.7B 2021 Q3 · $19.7B
Q3 2021
2021 Q4 · $18.7B · −5.1% QoQ 2021 Q4 · $18.7B · −5.1% QoQ
Q4
2022 Q1 · $18.8B · +0.4% QoQ 2022 Q1 · $18.8B · +0.4% QoQ
Q1 2022
2022 Q2 · $16.3B · −13.7% QoQ 2022 Q2 · $16.3B · −13.7% QoQ
Q2
2022 Q3 · $16.8B · +3.5% QoQ 2022 Q3 · $16.8B · +3.5% QoQ
Q3
2022 Q4 · $15.3B · −9.3% QoQ 2022 Q4 · $15.3B · −9.3% QoQ
Q4
2023 Q1 · $17.7B · +15.8% QoQ 2023 Q1 · $17.7B · +15.8% QoQ
Q1 2023
2023 Q2 · $17.9B · +1.3% QoQ 2023 Q2 · $17.9B · +1.3% QoQ
Q2
2023 Q3 · $20B · +11.5% QoQ 2023 Q3 · $20B · +11.5% QoQ
Q3
2023 Q4 · $20.1B · +1.0% QoQ 2023 Q4 · $20.1B · +1.0% QoQ
Q4
2024 Q1 · $22.1B · +9.8% QoQ 2024 Q1 · $22.1B · +9.8% QoQ
Q1 2024
2024 Q2 · $21.2B · −4.2% QoQ 2024 Q2 · $21.2B · −4.2% QoQ
Q2
2024 Q3 · $20.4B · −3.6% QoQ 2024 Q3 · $20.4B · −3.6% QoQ
Q3
2024 Q4 · $19.7B · −3.5% QoQ 2024 Q4 · $19.7B · −3.5% QoQ
Q4
2025 Q1 · $17.9B · −9.0% QoQ 2025 Q1 · $17.9B · −9.0% QoQ
Q1 2025
2025 Q2 · $23.2B · +29.2% QoQ 2025 Q2 · $23.2B · +29.2% QoQ
Q2
2025 Q3 · $24.4B · +5.4% QoQ 2025 Q3 · $24.4B · +5.4% QoQ
Q3
2025 Q4 · $21.2B · −13.2% QoQ 2025 Q4 · $21.2B · −13.2% QoQ
Q4
2026 Q1 · $17.5B · −17.2% QoQ 2026 Q1 · $17.5B · −17.2% QoQ
Q1 2026
2026 Q2 · $21.7B · +23.6% QoQ 2026 Q2 · $21.7B · +23.6% QoQ
Q2

Book

2022 Q1 2021 Q4 · filed 16 May · long equity

TMO - Thermo Fisher Scientific 3.84% Add +25.8% 1,223,859 $590.65 $723M +250,900 +$74M
IQV - IQVIA 3.83% Add +6.4% 3,117,582 $231.21 $721M +186,826 −$106M
BSX - Boston Scientific 3.70% Reduce −6.4% 15,740,257 $44.29 $697M −1,074,324 −$17M
TRU - Transunion 3.40% Add +121.9% 6,188,496 $103.34 $640M +3,399,314 +$309M
ARMK - Aramark 3.29% Reduce −8.3% 16,479,798 $37.60 $620M −1,482,685 −$42M
HWM - Howmet Aerospace 2.60% Reduce −17.6% 13,626,353 $35.94 $490M −2,905,100 −$36M
WAB - Wabtec 2.51% Reduce −21.4% 4,907,930 $96.17 $472M −1,333,221 −$103M
GOOG - Alphabet · CL C 2.49% Reduce −26.7% 167,807 $2,793 $469M −61,150 −$194M
META - Meta Platforms · CL A 2.44% Add +51.1% 2,064,740 $222.36 $459M +698,195 −$521K
MSFT - Microsoft 2.11% Reduce −5.5% 1,286,078 $308.31 $397M −75,200 −$61M
MA - Mastercard · CL A 2.04% Reduce −3.3% 1,076,589 $357.38 $385M −36,711 −$15M
ELV - Anthem 2.01% Add +1.8% 768,775 $491.22 $378M +13,715 +$28M
CRM - Salesforce 1.98% Add +57.9% 1,758,338 $212.32 $373M +644,700 +$90M
BX - Blackstone 1.97% Add +22.0% 2,923,451 $126.94 $371M +528,115 +$61M
CNC - Centene Del 1.81% Reduce −6.6% 4,052,344 $84.19 $341M −287,000 −$16M
NYT - New York Times · CL A 1.79% Reduce −12.0% 7,338,354 $45.84 $336M −997,904 −$66M
RTX - Raytheon Technologies 1.78% Reduce −41.4% 3,385,484 $99.07 $335M −2,389,902 −$162M
AON - AON PLC · CL A 1.75% Reduce −15.0% 1,013,986 $325.63 $330M −179,500 −$29M
ADBE - Adobe Systems 1.71% Add +87.9% 706,372 $455.62 $322M +330,372 +$109M
SHW - Sherwin Williams 1.62% Add +28.8% 1,225,092 $249.62 $306M +274,024 −$29M
XYZ - Block · CL A 1.58% New 2,196,000 $135.60 $298M +2,196,000 +$298M
V - VISA · CL A 1.52% Reduce −8.7% 1,291,853 $221.77 $286M −122,751 −$20M
EFX - Equifax 1.50% Add +18.7% 1,192,703 $237.10 $283M +187,520 −$12M
NOW - Servicenow 1.46% Reduce −2.1% 492,350 $556.89 $274M −10,800 −$52M
AVGO - Broadcom 1.37% Reduce −15.0% 408,850 $629.68 $257M −72,150 −$63M
EXEL - Exelixis 1.27% Add +18.7% 10,520,061 $22.67 $238M +1,660,904 +$77M
AZNN — 1.26% Add +87.6% 3,576,184 $66.34 $237M +1,670,029 +$126M
ABBV - Abbvie 0.99% Reduce −28.8% 1,144,667 $162.11 $186M −463,784 −$32M
ALNY - Alnylam Pharmaceuticals 0.89% Reduce −14.0% 1,023,873 $163.29 $167M −166,155 −$35M
YMM - Full Truck Alliance 0.82% Add +65.5% 23,178,743 $6.67 $155M +9,171,000 +$37M
BEAM - Beam Therapeutics 0.79% Add +14.5% 2,594,387 $57.30 $149M +329,342 −$32M
CLVT - Clarivate 0.78% New 8,713,428 $16.76 $146M +8,713,428 +$146M
AVTR - Avantor 0.68% Add +4.5% 3,807,112 $33.82 $129M +164,254 −$25M
Lufax · CL A 0.65% Add +15.9% 22,034,399 $5.57 $123M +3,015,000 +$16M
CVS - Cvs Health 0.64% Reduce −7.4% 1,186,283 $101.21 $120M −95,173 −$12M
Laboratory Amer 0.60% Add +3.8% 430,014 $263.66 $113M +15,845 −$17M
ENTA - Enanta Pharmaceuticals 0.59% Reduce −1.5% 1,550,000 $71.18 $110M −23,829 −$7M
BEKE - KE 0.57% Add +523.7% 8,713,500 $12.37 $108M +7,316,500 +$80M
TSM - Taiwan Semiconductor Mfg 0.57% New 1,028,125 $104.26 $107M +1,028,125 +$107M
IOVA - Iovance Biotherapeutics 0.55% Add +1.9% 6,175,357 $16.65 $103M +113,384 −$13M
Blueprint Medicines 0.46% Add +67.2% 1,356,987 $63.88 $87M +545,240 −$262K
RVMD - Revolution Medicines 0.44% Add +18.2% 3,250,000 $25.51 $83M +500,000 +$14M
Catalent 0.42% Reduce −6.2% 716,555 $110.90 $79M −47,006 −$18M
Sarepta Therapeutics 0.41% Add +18.2% 991,975 $78.12 $77M +152,966 +$2M
Zendesk 0.40% Add +46.5% 630,000 $120.29 $76M +200,000 +$31M
PCG - Pg And E 0.40% Hold 6,305,142 $11.94 $75M
Amyris 0.39% Add +55.9% 16,931,427 $4.36 $74M +6,071,616 +$15M
INSP - Inspire Med Sys 0.39% New 283,500 $256.69 $73M +283,500 +$73M
CYTK - Cytokinetics 0.37% Reduce −13.3% 1,882,599 $36.81 $69M −287,743 −$30M
BRKR - Bruker 0.36% Add +42.5% 1,061,800 $64.30 $68M +316,534 +$6M

Showing top 50 of 202 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2021 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
BHP Group 2.16% Exit 0 $59.77 $406M −6,785,000 −$406M
CHTR - Charter Communications · CL A 1.10% Exit 0 $651.97 $206M −315,701 −$206M
Horizon Therapeutics Pub L 0.80% Exit 0 $107.76 $150M −1,396,217 −$150M
Qiagen 0.24% Exit 0 $55.58 $45M −814,064 −$45M
Zogenix 0.24% Exit 0 $16.25 $45M −2,766,935 −$45M
Chemocentryx 0.18% Exit 0 $36.41 $34M −935,463 −$34M
Somalogic · CLASS A 0.11% Exit 0 $11.64 $21M −1,808,907 −$21M
Swiftmerge Acquisition 0.11% Exit 0 $9.94 $20M −1,980,000 −$20M
Berkeley Lts 0.08% Exit 0 $18.18 $14M −787,327 −$14M
Gores Metropoulos Ii · CL A 0.06% Exit 0 $9.97 $11M −1,100,000 −$11M
Holding · CL A 0.05% Exit 0 $9.89 $10M −1,000,000 −$10M
Holding 0.05% Exit 0 $10.15 $9M −900,000 −$9M
Exscientia 0.04% Exit 0 $19.76 $8M −425,000 −$8M
Holding · CL A 0.04% Exit 0 $9.90 $8M −825,100 −$8M
Holding 0.04% Exit 0 $10.03 $8M −750,000 −$8M
Holding · CL A 0.03% Exit 0 $10.25 $6M −600,000 −$6M
Rcf Acquisition 0.03% Exit 0 $10.10 $6M −600,000 −$6M
Lamf Global Ventures I 0.02% Exit 0 $10.04 $4M −400,000 −$4M
Lianbio 0.02% Exit 0 $6.16 $4M −600,000 −$4M
Holding 0.02% Exit 0 $10.15 $4M −350,000 −$4M
Uta Acquisition 0.02% Exit 0 $10.05 $4M −350,000 −$4M
Holding 0.02% Exit 0 $10.11 $3M −300,000 −$3M
Surface Oncology 0.01% Exit 0 $4.78 $2M −520,021 −$2M
Holding · CL A 0.01% Exit 0 $10.29 $2M −177,580 −$2M
Crypto 1 Acquisition 0.01% Exit 0 $10.10 $1M −100,000 −$1M
GRFS - Grifols S A Exit 0 $11.22 $596K −53,133 −$596K
Holding · CL A Exit 0 $9.87 $593K −60,053 −$593K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2021 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 89 $21.7B +23.6% 13F-HR 8/14/2026 000090883426000432
2026 Q1 1 $1.5B new holds 8/14/2026 000090883426000434
2026 Q1 172 $17.5B −17.2% 13F-HR 5/15/2026 000090883426000240
2025 Q4 1 $1B new holds 8/14/2026 000090883426000433
2025 Q4 2 $884M new holds 5/15/2026 000090883426000241
2025 Q4 151 $21.2B −13.2% 13F-HR 2/17/2026 000090883426000087
2025 Q3 144 $24.4B RESTATEMENT 2/17/2026 000090883426000086
2025 Q3 144 $24.4B +5.4% 13F-HR 11/14/2025 000090883425000353
2025 Q2 1 $140M new holds 2/17/2026 000090883426000085
2025 Q2 3 $483M new holds 11/14/2025 000090883425000352
2025 Q2 141 $23.2B +29.2% 13F-HR 8/14/2025 000090883425000248
2025 Q1 1 $274M new holds 2/17/2026 000090883426000084
2025 Q1 3 $416M new holds 11/14/2025 000090883425000351
2025 Q1 7 $2.2B new holds 8/14/2025 000090883425000247
2025 Q1 135 $17.9B −9.0% 13F-HR 5/15/2025 000090883425000177
2024 Q4 1 $85M new holds 2/17/2026 000090883426000083
2024 Q4 2 $349M new holds 11/14/2025 000090883425000350
2024 Q4 6 $2.3B new holds 8/14/2025 000090883425000246
2024 Q4 4 $333M new holds 5/15/2025 000090883425000180
2024 Q4 138 $19.7B −3.5% 13F-HR 2/14/2025 000090883425000081
2024 Q3 1 $145M new holds 11/14/2025 000090883425000349
2024 Q3 6 $1.5B new holds 8/14/2025 000090883425000243
2024 Q3 3 $216M new holds 5/15/2025 000090883425000179
2024 Q3 2 $544M new holds 2/14/2025 000090883425000080
2024 Q3 153 $20.4B −3.6% 13F-HR 11/14/2024 000090883424000307
2024 Q2 1 $120M new holds 11/14/2025 000090883425000348
2024 Q2 5 $1.2B new holds 8/14/2025 000090883425000245
2024 Q2 1 $199M new holds 5/15/2025 000090883425000178
2024 Q2 2 $452M new holds 2/14/2025 000090883425000079
2024 Q2 1 $149M new holds 11/14/2024 000090883424000324
2024 Q2 157 $21.2B −4.2% 13F-HR 8/14/2024 000090883424000200
2024 Q1 1 $93M new holds 11/14/2025 000090883425000347
2024 Q1 4 $1.2B new holds 8/14/2025 000090883425000244
2024 Q1 2 $159M new holds 2/14/2025 000090883425000078
2024 Q1 1 $45M new holds 8/14/2024 000090883424000202
2024 Q1 167 $22.1B RESTATEMENT 5/24/2024 000090883424000159
2024 Q1 167 $22.1B +9.8% 13F-HR 5/15/2024 000090883424000135
2023 Q4 1 $65M new holds 11/14/2025 000090883425000346
2023 Q4 2 $548M new holds 8/14/2025 000090883425000250
2023 Q4 5 $1.1B new holds 5/15/2024 000090883424000141
2023 Q4 150 $20.1B +1.0% 13F-HR 2/14/2024 000090883424000070
2023 Q3 1 $40M new holds 11/14/2025 000090883425000345
2023 Q3 1 $40M new holds 5/15/2024 000090883424000138
2023 Q3 2 $1.4B new holds 2/14/2024 000090883424000077
2023 Q3 1 $1.9B new holds 2/12/2024 000090883424000049
2023 Q3 159 $20B +11.5% 13F-HR 11/14/2023 000090883423000150
2023 Q2 2 $669M new holds 2/14/2024 000090883424000076
2023 Q2 5 $1.4B new holds 11/14/2023 000090883423000157
2023 Q2 1 $1.2B new holds 10/26/2023 000090883423000134
2023 Q2 165 $17.9B +1.3% 13F-HR 8/14/2023 000090883423000109
2023 Q1 2 $234M new holds 2/14/2024 000090883424000075
2023 Q1 3 $389M new holds 11/14/2023 000090883423000156
2023 Q1 1 $15M new holds 8/14/2023 000090883423000110
2023 Q1 187 $17.7B +15.8% 13F-HR 5/15/2023 000117570723000127
2022 Q4 1 $171M new holds 2/14/2024 000090883424000074
2022 Q4 3 $485M new holds 11/14/2023 000090883423000155
2022 Q4 7 $1B new holds 5/15/2023 000117570723000136
2022 Q4 232 $15.3B −9.3% 13F-HR 2/14/2023 000117570723000051
2022 Q3 1 $125M new holds 2/14/2024 000090883424000073
2022 Q3 3 $415M new holds 11/14/2023 000090883423000154
2022 Q3 5 $411M new holds 5/15/2023 000117570723000135
2022 Q3 4 $434M new holds 2/14/2023 000090966123000005
2022 Q3 298 $16.8B +3.5% 13F-HR 11/14/2022 000156761922019851
2022 Q2 1 $115M new holds 2/14/2024 000090883424000081
2022 Q2 3 $411M new holds 11/14/2023 000090883423000153
2022 Q2 2 $337M new holds 5/15/2023 000117570723000134
2022 Q2 3 $136M new holds 2/14/2023 000090966123000003
2022 Q2 9 $1.2B new holds 11/14/2022 000156761922019862
2022 Q2 297 $16.3B −13.7% 13F-HR 8/15/2022 000156761922015953
2022 Q1 1 $268M new holds 11/14/2023 000090883423000152
2022 Q1 1 $314M new holds 5/15/2023 000117570723000133
2022 Q1 1 $27M new holds 2/14/2023 000090966123000002
2022 Q1 3 $186M new holds 11/14/2022 000156761922019864
2022 Q1 8 $1.1B new holds 8/15/2022 000156761922015972
2022 Q1 307 $18.8B +0.4% 13F-HR 5/16/2022 000156761922010736
2021 Q4 1 $227M new holds 5/15/2023 000117570723000132
2021 Q4 1 $7M new holds 11/14/2022 000156761922019852
2021 Q4 1 $115M new holds 8/15/2022 000156761922015968
2021 Q4 2 $98M new holds 5/19/2022 000156761922011257
2021 Q4 6 $833M new holds 5/16/2022 000156761922010757
2021 Q4 289 $18.7B −5.1% 13F-HR 2/14/2022 000156761922003965
2021 Q3 1 $182M new holds 5/15/2023 000117570723000131
2021 Q3 1 $105M new holds 8/15/2022 000156761922015964
2021 Q3 1 $57M new holds 5/19/2022 000156761922011256
2021 Q3 3 $998M new holds 5/16/2022 000156761922010753
2021 Q3 2 $344M new holds 2/14/2022 000156761922003981
2021 Q3 293 $19.7B 13F-HR 11/15/2021 000095012321015168

About

FARALLON CAPITAL MANAGEMENT, L.L.C.

87 processed 13Fs on this site · 2021 Q3–2026 Q2

SEC filing name
FARALLON CAPITAL MANAGEMENT, L.L.C.
Location
San Francisco, CA
All SEC filings
View on sec.gov