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 Q4 2022 Q3 · filed 14 Feb · long equity

IQV - IQVIA 4.38% Add +1.6% 3,258,112 $204.89 $668M +50,530 +$87M
TMO - Thermo Fisher Scientific 4.19% Add +3.6% 1,161,959 $550.69 $640M +39,900 +$71M
TRU - Transunion 3.30% Add +12.1% 8,863,895 $56.75 $503M +956,000 +$33M
CRM - Salesforce 3.29% Add +83.5% 3,780,838 $132.59 $501M +1,719,900 +$205M
ARMK - Aramark 2.93% Reduce −32.0% 10,828,884 $41.34 $448M −5,092,758 −$49M
BSX - Boston Scientific 2.81% Reduce −23.8% 9,260,257 $46.27 $428M −2,891,000 −$42M
MSFT - Microsoft 2.65% Add +17.3% 1,688,478 $239.82 $405M +249,300 +$70M
AZNN — 2.61% Add +5.2% 5,876,462 $67.80 $398M +291,500 +$92M
CNC - Centene Del 2.47% Add +8.0% 4,591,541 $82.01 $377M +339,400 +$46M
SPGI - S&P Global 2.36% Add +50.1% 1,077,100 $334.94 $361M +359,600 +$142M
INTU - Intuit 2.30% New 902,100 $389.22 $351M +902,100 +$351M
YMM - Full Truck Alliance 2.28% Reduce −3.8% 43,439,743 $8.00 $348M −1,725,000 +$52M
EFX - Equifax 2.17% Reduce −4.6% 1,702,497 $194.36 $331M −82,600 +$25M
SHW - Sherwin Williams 2.16% Add +8.3% 1,385,792 $237.33 $329M +106,300 +$67M
ELV - Elevance Health 2.13% Reduce −20.9% 634,300 $512.97 $325M −167,100 −$39M
HWM - Howmet Aerospace 2.09% Reduce −17.6% 8,107,353 $39.41 $320M −1,735,000 +$15M
MA - Mastercard · CL A 2.09% Reduce −14.2% 916,171 $347.73 $319M −152,200 +$15M
DT - Dynatrace 1.99% Add +9.9% 7,918,269 $38.30 $303M +716,269 +$53M
WAB - Wabtec 1.79% Reduce −21.8% 2,737,930 $99.81 $273M −765,000 −$12M
GOOG - Alphabet · CL C 1.76% Reduce −10.2% 3,026,140 $88.73 $269M −345,000 −$56M
NOW - Servicenow 1.70% Add +35.5% 668,650 $388.27 $260M +175,100 +$73M
V - VISA · CL A 1.70% Reduce −17.4% 1,249,010 $207.76 $259M −263,200 −$9M
BX - Blackstone 1.58% Add +4.3% 3,248,951 $74.19 $241M +134,000 −$20M
AON - AON PLC · CL A 1.55% Reduce −2.5% 788,086 $300.14 $237M −20,400 +$20M
BABA - Alibaba Group 1.54% Add +473.5% 2,661,000 $88.09 $234M +2,197,000 +$197M
XYZ - Block · CL A 1.33% Add +24.5% 3,218,000 $62.84 $202M +634,000 +$60M
NYT - New York Times · CL A 1.29% Reduce −22.5% 6,068,791 $32.46 $197M −1,759,282 −$28M
UTHR - United Therapeutics 1.20% Add +19.3% 655,873 $278.09 $182M +106,200 +$67M
CSGP - Costar Group 1.16% Reduce −23.0% 2,280,185 $77.28 $176M −680,000 −$30M
EXEL - Exelixis 1.14% Add +1.8% 10,868,149 $16.04 $174M +192,305 +$7M
BIIB - Biogen 1.08% Add +94.0% 592,699 $276.92 $164M +287,200 +$83M
ABBV - Abbvie 0.99% Add +29.5% 939,212 $161.61 $152M +214,100 +$54M
HUM - Humana 0.91% Add +7.6% 270,400 $512.19 $138M +19,200 +$17M
BEAM - Beam Therapeutics 0.87% Reduce −6.4% 3,399,921 $39.11 $133M −231,350 −$40M
CLVT - Clarivate 0.83% Reduce −62.6% 15,177,433 $8.34 $127M −25,368,867 −$254M
Sarepta Therapeutics 0.79% Add +23.0% 928,900 $129.58 $120M +173,950 +$37M
Masimo 0.74% Add +31.5% 758,500 $147.95 $112M +181,500 +$31M
PCG - Pg And E 0.55% Reduce −18.2% 5,155,142 $16.26 $84M −1,150,000 +$5M
BEKE - KE 0.53% Reduce −42.2% 5,758,500 $13.96 $80M −4,200,000 −$94M
CYTK - Cytokinetics 0.51% Add +5.0% 1,701,738 $45.82 $78M +80,700 −$565K
Lufax · CL A 0.49% Add +87.2% 38,436,399 $1.94 $75M +17,900,000 +$22M
ENTA - Enanta Pharmaceuticals 0.47% Hold 1,550,000 $46.52 $72M
CVS - Cvs Health 0.42% Reduce −44.7% 694,259 $93.19 $65M −562,000 −$55M
INSP - Inspire Med Sys 0.40% Reduce −49.7% 242,596 $251.88 $61M −239,400 −$24M
BRKR - Bruker 0.38% Reduce −9.0% 859,300 $68.35 $59M −84,500 +$9M
AGIO - Agios Pharmaceuticals 0.37% Add +35.3% 2,025,829 $28.08 $57M +529,000 +$15M
MDGL - Madrigal Pharmaceuticals 0.29% New 153,000 $290.25 $44M +153,000 +$44M
RVMD - Revolution Medicines 0.27% Reduce −32.1% 1,698,015 $23.82 $40M −801,985 −$9M
PTGX - Protagonist Therapeutics 0.26% Hold 3,651,887 $10.91 $40M
Legend Biotech 0.24% Add +214.1% 746,614 $49.92 $37M +508,900 +$28M

Showing top 50 of 153 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Change Healthcare 2.95% Exit 0 $27.49 $497M −18,076,272 −$497M
Twitter 2.02% Exit 0 $43.84 $340M −7,755,000 −$340M
BHVN - Biohaven 1.75% Exit 0 $151.17 $294M −1,947,820 −$294M
META - Meta Platforms · CL A 1.46% Exit 0 $135.68 $245M −1,807,040 −$245M
ADBE - Adobe Systems 1.14% Exit 0 $275.20 $191M −694,772 −$191M
Horizon Therapeutics Pub L 0.65% Exit 0 $61.89 $110M −1,780,223 −$110M
Nielsen 0.41% Exit 0 $27.72 $68M −2,470,976 −$68M
Laboratory Amer 0.26% Exit 0 $204.81 $44M −215,314 −$44M
Chemocentryx 0.25% Exit 0 $51.66 $41M −800,000 −$41M
Imago Biosciences 0.22% Exit 0 $15.05 $37M −2,471,313 −$37M
Catalent 0.20% Exit 0 $72.36 $34M −465,755 −$34M
Ironsource · CL A 0.19% Exit 0 $3.44 $31M −9,130,000 −$31M
Holding 0.18% Exit 0 $68.10 $31M −450,000 −$31M
Holding · CL A 0.15% Exit 0 $9.81 $25M −2,500,000 −$25M
Revolution Healthcar Aq · CLASS A 0.12% Exit 0 $9.83 $20M −2,000,000 −$20M
Holding · CLASS A 0.10% Exit 0 $9.97 $17M −1,732,500 −$17M
Holding · CL A 0.10% Exit 0 $9.84 $17M −1,750,000 −$17M
Shelter Acquisition I · CLASS A 0.10% Exit 0 $9.91 $16M −1,650,000 −$16M
Big Sky Growth Partners · CLASS A 0.09% Exit 0 $9.78 $15M −1,550,000 −$15M
KKR - Kkr Acquisition I · CLASS A 0.09% Exit 0 $9.84 $15M −1,500,000 −$15M
Holding · CL A 0.09% Exit 0 $9.81 $15M −1,500,000 −$15M
Humanco Acquisition · CL A 0.08% Exit 0 $9.96 $14M −1,407,749 −$14M
Holding · CL A 0.08% Exit 0 $26.75 $13M −486,902 −$13M
Holding · CL A 0.07% Exit 0 $9.85 $12M −1,208,326 −$12M
Nightdragon Acquisition · CLASS A 0.07% Exit 0 $9.82 $12M −1,200,000 −$12M
Gores Vii · CL A 0.07% Exit 0 $9.86 $11M −1,150,162 −$11M
Tiga Acquisition · CL A 0.07% Exit 0 $10.38 $11M −1,080,000 −$11M
Concord Acquisition · CL A 0.06% Exit 0 $10.05 $10M −1,005,100 −$10M
CRBU - Caribou Biosciences 0.06% Exit 0 $10.55 $9M −896,369 −$9M
Interprivate Ii Acquisition · CL A 0.05% Exit 0 $9.84 $9M −882,647 −$9M
Rxr Acquisition · CLASS A 0.05% Exit 0 $9.84 $8M −854,961 −$8M
Holding · CLASS A 0.05% Exit 0 $9.82 $8M −843,046 −$8M
Landcadia Iv · CLASS A 0.05% Exit 0 $9.83 $8M −802,028 −$8M
Social Leverage Acquisn · CL A 0.04% Exit 0 $9.83 $7M −750,000 −$7M
Research Alliance Ii · CL A 0.04% Exit 0 $9.82 $7M −750,000 −$7M
Gores Viii · CL A 0.04% Exit 0 $9.87 $7M −692,810 −$7M
Ready Capital 0.03% Exit 0 $10.14 $5M −472,537 −$5M
Holding · CLASS A 0.03% Exit 0 $9.83 $4M −452,519 −$4M
Exscientia 0.02% Exit 0 $8.21 $3M −400,000 −$3M
Holding · CL A 0.02% Exit 0 $9.82 $3M −304,698 −$3M
Broadscale Acquisition · CL A 0.01% Exit 0 $9.85 $2M −250,000 −$2M
Hudson Executive Inves Iii · CL A 0.01% Exit 0 $9.84 $2M −250,000 −$2M
Ventyx Biosciences 0.01% Exit 0 $34.91 $2M −70,000 −$2M
Liberty Media Acquisition 0.01% Exit 0 $9.94 $2M −210,000 −$2M
Theseus Pharmaceuticals 0.01% Exit 0 $5.80 $1M −223,149 −$1M
The Music Acquisition · CLASS A 0.01% Exit 0 $9.86 $1M −125,000 −$1M
Crypto 1 Acquisition · CLASS A 0.01% Exit 0 $10.04 $1M −100,000 −$1M
Ion Acquisition 3 · CL A Exit 0 $9.87 $554K −56,151 −$554K

* 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 Q3. 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