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 Q2 2022 Q1 · filed 15 Aug · long equity

IQV - IQVIA 4.29% Add +3.1% 3,213,582 $216.99 $697M +96,000 −$24M
TMO - Thermo Fisher Scientific 4.15% Add +1.5% 1,242,459 $543.28 $675M +18,600 −$48M
TRU - Transunion 3.67% Add +20.6% 7,462,996 $79.99 $597M +1,274,500 −$43M
BSX - Boston Scientific 3.45% Reduce −4.4% 15,047,257 $37.27 $561M −693,000 −$136M
ARMK - Aramark 3.02% Reduce −2.9% 16,008,017 $30.63 $490M −471,781 −$129M
HWM - Howmet Aerospace 2.68% Add +1.5% 13,837,353 $31.45 $435M +211,000 −$55M
ELV - Elevance Health 2.45% Add +7.5% 826,482 $482.58 $399M +57,707 +$21M
CNC - Centene Del 2.26% Add +7.1% 4,341,194 $84.61 $367M +288,850 +$26M
MA - Mastercard · CL A 2.23% Add +6.9% 1,151,271 $315.48 $363M +74,682 −$22M
YMM - Full Truck Alliance 2.21% Add +71.2% 39,675,743 $9.06 $359M +16,497,000 +$205M
CLVT - Clarivate 2.09% Add +181.8% 24,557,800 $13.86 $340M +15,844,372 +$194M
WAB - Wabtec 2.02% Reduce −18.7% 3,989,933 $82.08 $327M −917,997 −$145M
MSFT - Microsoft 2.01% Reduce −1.0% 1,272,878 $256.83 $327M −13,200 −$70M
GOOG - Alphabet · CL C 1.93% Reduce −14.5% 143,407 $2,187 $314M −24,400 −$155M
DT - Dynatrace 1.90% New 7,847,000 $39.44 $309M +7,847,000 +$309M
AZNN — 1.88% Add +29.5% 4,629,962 $66.07 $306M +1,053,778 +$69M
CSGP - Costar Group 1.84% New 4,963,185 $60.41 $300M +4,963,185 +$300M
EFX - Equifax 1.82% Add +35.6% 1,617,357 $182.78 $296M +424,654 +$13M
CRM - Salesforce 1.79% Add 0.0% 1,758,938 $165.04 $290M +600 −$83M
V - VISA · CL A 1.77% Add +13.2% 1,462,810 $196.89 $288M +170,957 +$2M
META - Meta Platforms · CL A 1.77% Reduce −13.7% 1,781,040 $161.25 $287M −283,700 −$172M
ADBE - Adobe Systems 1.60% Add +0.6% 710,772 $366.06 $260M +4,400 −$62M
BX - Blackstone 1.58% Reduce −3.5% 2,821,451 $91.23 $257M −102,000 −$114M
AON - AON PLC · CL A 1.54% Reduce −8.4% 928,486 $269.68 $250M −85,500 −$80M
SHW - Sherwin Williams 1.46% Reduce −13.3% 1,062,592 $223.91 $238M −162,500 −$68M
NOW - Servicenow 1.43% Reduce −0.4% 490,150 $475.52 $233M −2,200 −$41M
EXEL - Exelixis 1.30% Reduce −3.3% 10,174,273 $20.82 $212M −345,788 −$27M
NYT - New York Times · CL A 1.18% Reduce −6.2% 6,880,804 $27.90 $192M −457,550 −$144M
BEKE - KE 1.10% Add +14.3% 9,958,500 $17.95 $179M +1,245,000 +$71M
XYZ - Block · CL A 1.07% Add +29.3% 2,839,000 $61.46 $174M +643,000 −$123M
AVTR - Avantor 1.01% Add +38.7% 5,279,464 $31.10 $164M +1,472,352 +$35M
COHR - Coherent 0.95% New 577,982 $266.22 $154M +577,982 +$154M
JAZZ - Jazz Pharmaceuticals 0.88% Add +179.7% 920,100 $156.01 $144M +591,100 +$92M
Lufax · CL A 0.88% Add +7.7% 23,740,399 $6.00 $142M +1,706,000 +$20M
BEAM - Beam Therapeutics 0.83% Add +33.8% 3,472,271 $38.71 $134M +877,884 −$14M
Laboratory Amer 0.75% Add +20.6% 518,714 $234.36 $122M +88,700 +$8M
CVS - Cvs Health 0.71% Add +5.1% 1,246,259 $92.66 $115M +59,976 −$5M
ALNY - Alnylam Pharmaceuticals 0.71% Reduce −23.0% 787,910 $145.85 $115M −235,963 −$52M
SPGI - S&P Global 0.68% New 329,000 $337.06 $111M +329,000 +$111M
UTHR - United Therapeutics 0.57% Add +3.4% 392,696 $235.64 $93M +13,000 +$24M
TSM - Taiwan Semiconductor Mfg 0.57% Add +9.5% 1,126,125 $81.75 $92M +98,000 −$15M
Sarepta Therapeutics 0.55% Add +19.5% 1,185,051 $74.96 $89M +193,076 +$11M
BRKR - Bruker 0.54% Add +32.5% 1,406,800 $62.76 $88M +345,000 +$20M
CYTK - Cytokinetics 0.54% Add +19.3% 2,245,038 $39.29 $88M +362,439 +$19M
ABBV - Abbvie 0.48% Reduce −55.8% 505,515 $153.16 $77M −639,152 −$108M
INSP - Inspire Med Sys 0.46% Add +45.7% 413,000 $182.67 $75M +129,500 +$3M
ENTA - Enanta Pharmaceuticals 0.45% Hold 1,550,000 $47.27 $73M
RVMD - Revolution Medicines 0.39% Hold 3,250,000 $19.49 $63M
PCG - Pg And E 0.39% Hold 6,305,142 $9.98 $63M
Blueprint Medicines 0.38% Reduce −10.7% 1,211,987 $50.51 $61M −145,000 −$25M

Showing top 50 of 190 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
RTX - Raytheon Technologies 1.78% Exit 0 $99.07 $335M −3,385,484 −$335M
AVGO - Broadcom 1.37% Exit 0 $629.68 $257M −408,850 −$257M
Zendesk 0.40% Exit 0 $120.29 $76M −630,000 −$76M
Exact Sciences 0.30% Exit 0 $69.92 $56M −802,898 −$56M
DIDIY - Didi Global 0.22% Exit 0 $2.50 $42M −16,868,328 −$42M
RGEN - Repligen 0.22% Exit 0 $188.09 $42M −222,979 −$42M
Mantech International · CL A 0.17% Exit 0 $86.19 $32M −375,000 −$32M
VEON - Veoneer 0.08% Exit 0 $36.95 $16M −427,500 −$16M
PACB — 0.08% Exit 0 $9.10 $15M −1,631,800 −$15M
Cascade Acquisition · CL A 0.05% Exit 0 $10.08 $10M −990,000 −$10M
Holding · CL A 0.05% Exit 0 $9.86 $10M −1,000,000 −$10M
Peoples United Financial 0.05% Exit 0 $19.99 $10M −485,000 −$10M
Zealand Pharma A/S 0.04% Exit 0 $15.59 $8M −496,890 −$8M
ARWR - Arrowhead Pharmaceuticals 0.03% Exit 0 $45.99 $7M −142,700 −$7M
Holding 0.03% Exit 0 $34.64 $6M −169,458 −$6M
Point Biopharma Global 0.03% Exit 0 $7.97 $5M −626,322 −$5M
Fibrogen 0.02% Exit 0 $12.02 $4M −364,764 −$4M
Sound Point Acquisition 0.02% Exit 0 $10.06 $3M −300,000 −$3M
Ferro 0.01% Exit 0 $21.74 $2M −114,963 −$2M
FATE - Fate Therapeutics 0.01% Exit 0 $38.78 $1M −31,900 −$1M
Holding 0.01% Exit 0 $10.07 $1M −100,000 −$1M
VCYT - Veracyte Exit 0 $27.57 $896K −32,500 −$896K
CMPX - Compass Therapeutics Exit 0 $1.37 $798K −582,750 −$798K
Dariohealth Exit 0 $5.84 $777K −133,083 −$777K
Holding Exit 0 $1.15 $150K −130,000 −$150K

* 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 2022 Q1. 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