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 Q3 2022 Q2 · filed 14 Nov · long equity

IQV - IQVIA 3.45% Reduce −0.2% 3,207,582 $181.14 $581M −6,000 −$116M
TMO - Thermo Fisher Scientific 3.38% Reduce −9.7% 1,122,059 $507.19 $569M −120,400 −$106M
Change Healthcare 2.95% New 18,076,272 $27.49 $497M +18,076,272 +$497M
ARMK - Aramark 2.95% Reduce −0.5% 15,921,642 $31.20 $497M −86,375 +$6M
BSX - Boston Scientific 2.80% Reduce −19.2% 12,151,257 $38.73 $471M −2,896,000 −$90M
TRU - Transunion 2.80% Add +6.0% 7,907,895 $59.49 $470M +444,899 −$127M
CLVT - Clarivate 2.26% Add +65.1% 40,546,300 $9.39 $381M +15,988,500 +$40M
ELV - Elevance Health 2.16% Reduce −3.0% 801,400 $454.24 $364M −25,082 −$35M
Twitter 2.02% New 7,755,000 $43.84 $340M +7,755,000 +$340M
MSFT - Microsoft 1.99% Add +13.1% 1,439,178 $232.90 $335M +166,300 +$8M
CNC - Centene Del 1.97% Reduce −2.1% 4,252,141 $77.81 $331M −89,053 −$36M
GOOG - Alphabet · CL C 1.93% Add +2250.7% 3,371,140 $96.15 $324M +3,227,733 +$10M
AZNN — 1.82% Add +20.6% 5,584,962 $54.84 $306M +955,000 +$377K
EFX - Equifax 1.82% Add +10.4% 1,785,097 $171.43 $306M +167,740 +$10M
HWM - Howmet Aerospace 1.81% Reduce −28.9% 9,842,353 $30.93 $304M −3,995,000 −$131M
MA - Mastercard · CL A 1.81% Reduce −7.2% 1,068,371 $284.34 $304M −82,900 −$59M
CRM - Salesforce 1.76% Add +17.2% 2,060,938 $143.84 $296M +302,000 +$6M
YMM - Full Truck Alliance 1.76% Add +13.8% 45,164,743 $6.55 $296M +5,489,000 −$64M
BHVN - Biohaven 1.75% New 1,947,820 $151.17 $294M +1,947,820 +$294M
WAB - Wabtec 1.69% Reduce −12.2% 3,502,930 $81.35 $285M −487,003 −$43M
V - VISA · CL A 1.60% Add +3.4% 1,512,210 $177.65 $269M +49,400 −$19M
SHW - Sherwin Williams 1.56% Add +20.4% 1,279,492 $204.75 $262M +216,900 +$24M
BX - Blackstone 1.55% Add +10.4% 3,114,951 $83.70 $261M +293,500 +$3M
DT - Dynatrace 1.49% Reduce −8.2% 7,202,000 $34.81 $251M −645,000 −$59M
META - Meta Platforms · CL A 1.46% Add +1.5% 1,807,040 $135.68 $245M +26,000 −$42M
NYT - New York Times · CL A 1.34% Add +13.8% 7,828,073 $28.75 $225M +947,269 +$33M
SPGI - S&P Global 1.30% Add +118.1% 717,500 $305.35 $219M +388,500 +$108M
AON - AON PLC · CL A 1.29% Reduce −12.9% 808,486 $267.87 $217M −120,000 −$34M
CSGP - Costar Group 1.23% Reduce −40.4% 2,960,185 $69.65 $206M −2,003,000 −$94M
ADBE - Adobe Systems 1.14% Reduce −2.3% 694,772 $275.20 $191M −16,000 −$69M
NOW - Servicenow 1.11% Add +0.7% 493,550 $377.61 $186M +3,400 −$47M
BEKE - KE 1.04% Hold 9,958,500 $17.52 $174M
BEAM - Beam Therapeutics 1.03% Add +4.6% 3,631,271 $47.64 $173M +159,000 +$39M
EXEL - Exelixis 1.00% Add +4.9% 10,675,844 $15.68 $167M +501,571 −$44M
XYZ - Block · CL A 0.84% Reduce −9.0% 2,584,000 $54.99 $142M −255,000 −$32M
HUM - Humana 0.72% New 251,200 $485.19 $122M +251,200 +$122M
CVS - Cvs Health 0.71% Add +0.8% 1,256,259 $95.37 $120M +10,000 +$4M
UTHR - United Therapeutics 0.68% Add +40.0% 549,673 $209.38 $115M +156,977 +$23M
Horizon Therapeutics Pub L 0.65% Add +62.9% 1,780,223 $61.89 $110M +687,063 +$110M
ABBV - Abbvie 0.58% Add +43.4% 725,112 $134.21 $97M +219,597 +$20M
ALNY - Alnylam Pharmaceuticals 0.51% Reduce −45.6% 428,456 $200.16 $86M −359,454 −$29M
INSP - Inspire Med Sys 0.51% Add +16.7% 481,996 $177.37 $85M +68,996 +$10M
Sarepta Therapeutics 0.50% Reduce −36.3% 754,950 $110.54 $83M −430,101 −$5M
BIIB - Biogen 0.48% Add +9.7% 305,499 $267.00 $82M +27,000 +$25M
Masimo 0.48% Add +195.9% 577,000 $141.16 $81M +382,000 +$56M
ENTA - Enanta Pharmaceuticals 0.48% Hold 1,550,000 $51.87 $80M
PCG - Pg And E 0.47% Hold 6,305,142 $12.50 $79M
CYTK - Cytokinetics 0.47% Reduce −27.8% 1,621,038 $48.45 $79M −624,000 −$10M
AVTR - Avantor 0.43% Reduce −30.3% 3,679,464 $19.60 $72M −1,600,000 −$92M
JAZZ - Jazz Pharmaceuticals 0.43% Reduce −41.6% 537,500 $133.29 $72M −382,600 −$72M

Showing top 50 of 191 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
COHR - Coherent 0.95% Exit 0 $266.22 $154M −577,982 −$154M
TSM - Taiwan Semiconductor Mfg 0.57% Exit 0 $81.75 $92M −1,126,125 −$92M
Blueprint Medicines 0.38% Exit 0 $50.51 $61M −1,211,987 −$61M
IOVA - Iovance Biotherapeutics 0.22% Exit 0 $11.04 $35M −3,176,773 −$35M
Vonage 0.20% Exit 0 $18.84 $33M −1,727,000 −$33M
Holding · CL A 0.17% Exit 0 $19.97 $27M −1,350,500 −$27M
NVAX - Novavax 0.16% Exit 0 $51.43 $26M −498,000 −$26M
Radius Health 0.13% Exit 0 $10.37 $22M −2,107,400 −$22M
Sanderson Farms 0.11% Exit 0 $215.52 $17M −80,000 −$17M
Healthcare Tr Amer · CL A 0.09% Exit 0 $27.91 $14M −500,000 −$14M
Holding · CLASS A 0.06% Exit 0 $9.95 $10M −985,300 −$10M
Cdk Global 0.04% Exit 0 $54.77 $6M −106,514 −$6M
QTRX - Quanterix 0.03% Exit 0 $16.19 $4M −260,000 −$4M
RCEL - Avita Medical 0.02% Exit 0 $4.75 $3M −580,000 −$3M
Ikena Oncology 0.01% Exit 0 $4.43 $1M −290,000 −$1M
Lianbio 0.01% Exit 0 $2.16 $1M −500,000 −$1M
ANNX - Annexon Exit 0 $3.77 $490K −130,000 −$490K

* 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 Q2. 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