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

2026 Q1 2025 Q4 · filed 15 May · long equity

RVMD - Revolution Medicines 7.54% Reduce −6.7% 13,604,796 $97.25 $1.3B −978,000 +$162M
AMZN - Amazon 5.01% Reduce −6.3% 4,218,394 $208.27 $879M −281,500 −$160M
MSFT - Microsoft 4.95% Add +5.9% 2,344,779 $370.17 $868M +130,700 −$203M
AON - AON PLC · CL A 4.62% Reduce −5.7% 2,512,638 $322.78 $811M −152,600 −$129M
BBIO - Bridgebio Pharma 3.96% Add +4.1% 9,365,463 $74.26 $695M +367,000 +$7M
PTGX - Protagonist Therapeutics 3.81% Add +3.3% 6,348,906 $105.40 $669M +204,900 +$133M
NTRA - Natera 3.66% Reduce −18.1% 3,207,366 $199.99 $641M −707,000 −$255M
EXEL - Exelixis 3.21% Reduce −16.5% 13,111,010 $42.89 $562M −2,598,490 −$126M
AVGO - Broadcom 3.14% Add +99.4% 1,779,500 $309.51 $551M +887,100 +$242M
UNH - Unitedhealth Group 2.81% Add +13.9% 1,821,706 $270.59 $493M +222,800 −$35M
SNPS - Synopsys 2.74% Add +21.4% 1,213,300 $396.48 $481M +214,100 +$12M
BSX - Boston Scientific 2.67% Add +0.4% 7,470,684 $62.75 $469M +31,120 −$241M
TMO - Thermo Fisher Scientific 2.47% Add +38.7% 881,485 $491.53 $433M +245,800 +$65M
KKR — 2.46% Add +131.5% 4,671,800 $92.50 $432M +2,654,100 +$175M
LNTH - Lantheus 2.41% Add +2.9% 5,583,479 $75.85 $424M +156,000 +$62M
WAB - Wabtec 2.29% Reduce −35.0% 1,609,403 $249.91 $402M −866,600 −$126M
SCHW - Schwab Charles 2.12% Add +18.4% 3,955,657 $93.98 $372M +616,000 +$38M
LQDA - Liquidia 1.86% Hold 8,656,038 $37.74 $327M
CRNX — 1.73% Add +20.3% 8,338,098 $36.32 $303M +1,405,000 −$20M
GOOG - Alphabet · CL C 1.63% Add +26.6% 996,231 $286.86 $286M +209,191 +$39M
ROIV - Roivant Sciences 1.53% Add +26048.6% 9,675,000 $27.70 $268M +9,638,000 +$267M
V - VISA · CL A 1.45% Add +20.8% 840,710 $302.24 $254M +144,800 +$10M
ARMK - Aramark 1.42% Reduce −34.4% 6,135,431 $40.54 $249M −3,221,615 −$96M
BEAM - Beam Therapeutics 1.38% Add +0.7% 10,134,696 $23.83 $242M +71,585 −$37M
DIS - Disney Walt 1.32% Reduce −41.8% 2,401,591 $96.38 $231M −1,724,400 −$238M
MA - Mastercard · CL A 1.24% Add +152.0% 435,071 $499.66 $217M +262,400 +$119M
MCK - Mckesson 1.16% Reduce −21.6% 234,300 $865.36 $203M −64,600 −$42M
AGIO - Agios Pharmaceuticals 1.10% Add +10.2% 5,684,000 $33.83 $192M +524,495 +$52M
CNTA - Centessa Pharmaceuticals 1.09% Reduce −10.6% 4,809,000 $39.72 $191M −568,068 +$57M
TNGX - Tango Therapeutics 1.08% Reduce −30.3% 9,097,411 $20.92 $190M −3,964,000 +$75M
GRAL - Grail 0.96% Add +38.9% 3,253,684 $51.68 $168M +911,000 −$32M
TYRA - Tyra Biosciences 0.78% Add +73.3% 3,580,818 $38.30 $137M +1,514,000 +$83M
THC - Tenet Healthcare 0.49% Add +21.5% 452,153 $188.71 $85M +80,000 +$11M
CAH - Cardinal Health 0.44% Reduce −36.1% 368,000 $211.31 $78M −208,000 −$41M
PCVX - Vaxcyte 0.42% Add +25120.0% 1,261,000 $58.11 $73M +1,256,000 +$73M
DNTH - Dianthus Therapeutics 0.40% New 836,000 $83.92 $70M +836,000 +$70M
BTSG - Brightspring Health Svcs 0.39% Add +7250.0% 1,617,000 $42.61 $69M +1,595,000 +$68M
TWST - Twist Bioscience 0.39% Add +18562.1% 1,427,650 $47.52 $68M +1,420,000 +$68M
BIDU - Baidu 0.28% Add +40.8% 443,785 $111.42 $49M +128,485 +$8M
CGON - Cg Oncology 0.26% Add +8325.0% 674,000 $67.68 $46M +666,000 +$45M
AZN - Astrazeneca 0.25% New 226,499 $197.22 $45M +226,499 +$45M
MRK - Merck & 0.25% New 361,000 $120.29 $43M +361,000 +$43M
ACHC — 0.23% New 1,736,800 $23.39 $41M +1,736,800 +$41M
WELL - Welltower 0.23% Reduce −41.7% 200,000 $197.71 $40M −143,000 −$24M
IMVT - Immunovant 0.22% Add +12783.3% 1,546,000 $24.84 $38M +1,534,000 +$38M
ENTA - Enanta Pharmaceuticals 0.21% Add +3.6% 2,871,862 $12.63 $36M +99,600 −$7M
JNJ - Johnson & Johnson 0.21% New 148,000 $244.44 $36M +148,000 +$36M
BBNX - Beta Bionics 0.21% Reduce −16.4% 3,607,920 $10.02 $36M −706,000 −$95M
ASMB - Assembly Biosciences 0.19% Hold 1,227,590 $27.75 $34M
JOYY — 0.19% Hold 578,200 $58.39 $34M

Showing top 50 of 154 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Cyberark Software 2.22% Exit 0 $446.06 $470M −1,053,040 −$470M
CRM - Salesforce 1.58% Exit 0 $264.91 $334M −1,261,177 −$334M
NDAQ - Nasdaq 1.37% Exit 0 $97.13 $290M −2,989,213 −$290M
NYT - New York Times · CL A 1.07% Exit 0 $69.42 $228M −3,280,678 −$228M
DAY - Dayforce 0.95% Exit 0 $69.16 $202M −2,925,000 −$202M
CBRE - CBRE Group · CL A 0.75% Exit 0 $160.79 $158M −983,771 −$158M
GBTC - Ishares Bitcoin Trust ETF 0.50% Exit 0 $49.65 $106M −2,137,100 −$106M
CDTX - Cidara Therapeutics 0.40% Exit 0 $220.89 $85M −382,800 −$85M
TRU - Transunion 0.27% Exit 0 $85.75 $58M −675,000 −$58M
ETHA - Ishares Ethereum Tr 0.16% Exit 0 $22.43 $33M −1,481,001 −$33M
GPCR - Structure Therapeutics 0.15% Exit 0 $69.55 $32M −454,000 −$32M
MLYS - Mineralys Therapeutics 0.14% Exit 0 $36.29 $30M −823,296 −$30M
SUN - Sunococorp 0.14% Exit 0 $49.28 $30M −606,277 −$30M
VSTM - Verastem 0.07% Exit 0 $7.72 $15M −2,000,000 −$15M
DOCS - Doximity · CL A 0.06% Exit 0 $44.28 $14M −311,000 −$14M
MDLN - Medline · CL A 0.05% Exit 0 $42.00 $11M −260,000 −$11M
EDU — 0.05% Exit 0 $55.03 $11M −196,000 −$11M
ETH — 0.03% Exit 0 $28.06 $6M −228,340 −$6M
INSM - Insmed Exit 0 $174.00 $522K −3,000 −$522K
ASND - Ascendis Pharma A/S Exit 0 $213.57 $299K −1,400 −$299K
ACLXGBX - Arcellx Exit 0 $65.25 $261K −4,000 −$261K
SLNOEUR - Soleno Therapeutics Exit 0 $46.40 $232K −5,000 −$232K
ESTA - Establishment Labs Exit 0 $73.00 $219K −3,000 −$219K
ICLR - ICON Exit 0 $182.50 $219K −1,200 −$219K

* 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 2025 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