Follow-The-Filings

Featured 13F manager

Corvex Management LP

New York, NY 22 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $3.3B
  • 23 Positions
  • 2026 Q2
  • +30.2% QoQ
  • Top 5 50.5%

Portfolio

2026 Q2 · filed 8/14/2026 · 23 long · top 12 shown

top 5 50.5% · top 10 77.1%

AUM over time

2026 Q2 $3.3B +30.2% QoQ
2021 Q3 · $3.2B 2021 Q3 · $3.2B
Q3 2021
2021 Q4 · $2.4B · −25.8% QoQ 2021 Q4 · $2.4B · −25.8% QoQ
Q4
2022 Q1 · $1.6B · −34.0% QoQ 2022 Q1 · $1.6B · −34.0% QoQ
Q1 2022
2022 Q2 · $1.6B · −0.5% QoQ 2022 Q2 · $1.6B · −0.5% QoQ
Q2
2022 Q3 · $1.7B · +8.4% QoQ 2022 Q3 · $1.7B · +8.4% QoQ
Q3
2022 Q4 · $1.9B · +13.1% QoQ 2022 Q4 · $1.9B · +13.1% QoQ
Q4
2023 Q1 · $2B · +5.3% QoQ 2023 Q1 · $2B · +5.3% QoQ
Q1 2023
2023 Q2 · $2B · 0.0% QoQ 2023 Q2 · $2B · 0.0% QoQ
Q2
2023 Q3 · $1.9B · −8.9% QoQ 2023 Q3 · $1.9B · −8.9% QoQ
Q3
2023 Q4 · $1.9B · +2.4% QoQ 2023 Q4 · $1.9B · +2.4% QoQ
Q4
2024 Q1 · $2.2B · +13.6% QoQ 2024 Q1 · $2.2B · +13.6% QoQ
Q1 2024
2024 Q2 · $2.2B · +0.4% QoQ 2024 Q2 · $2.2B · +0.4% QoQ
Q2
2024 Q3 · $2.6B · +18.9% QoQ 2024 Q3 · $2.6B · +18.9% QoQ
Q3
2024 Q4 · $3.6B · +40.0% QoQ 2024 Q4 · $3.6B · +40.0% QoQ
Q4
2025 Q1 · $2.6B · −26.7% QoQ 2025 Q1 · $2.6B · −26.7% QoQ
Q1 2025
2025 Q2 · $2.4B · −10.6% QoQ 2025 Q2 · $2.4B · −10.6% QoQ
Q2
2025 Q3 · $3B · +27.6% QoQ 2025 Q3 · $3B · +27.6% QoQ
Q3
2025 Q4 · $3.3B · +8.5% QoQ 2025 Q4 · $3.3B · +8.5% QoQ
Q4
2026 Q1 · $2.5B · −23.1% QoQ 2026 Q1 · $2.5B · −23.1% QoQ
Q1 2026
2026 Q2 · $3.3B · +30.2% QoQ 2026 Q2 · $3.3B · +30.2% QoQ
Q2

Book

2021 Q3 · filed 15 Nov · long equity

MGM - Mgm Resorts International 20.93% Hold 15,673,778 $43.15 $676M
GOOGL - Alphabet · CL A 5.69% Hold 68,727 $2,674 $184M
AMZN - Amazon 5.18% Hold 50,946 $3,285 $167M
FIVN - FIVE9 4.23% Hold 856,393 $159.74 $137M
MSFT - Microsoft 3.97% Hold 454,652 $281.92 $128M
EXC - Exelon 3.15% Hold 2,102,627 $48.34 $102M
KO - The Coca Cola 3.11% Hold 1,819,489 $55.29 $101M
CRM - Salesforce 2.73% Hold 325,144 $271.22 $88M
Liberty Media Del 2.71% Hold 1,853,625 $47.17 $87M
TMUS - T-Mobile US 2.65% Hold 670,514 $127.76 $86M
JPM - Jpmorgan Chase & 2.14% Hold 422,998 $163.69 $69M
Zynga · CL A 2.10% Hold 9,017,495 $7.53 $68M
DIS - Disney Walt 2.00% Hold 382,110 $169.17 $65M
UBER - UBER Technologies 1.70% Hold 1,225,000 $44.80 $55M
BLMN - Bloomin Brands 1.48% Hold 1,915,638 $25.00 $48M
OPTU - Altice USA · CL A 1.36% Hold 2,117,833 $20.72 $44M
Liberty Media Del 1.27% Hold 867,408 $47.47 $41M
USFD - US Foods 1.09% Hold 1,019,253 $34.66 $35M
SEMA4 · CL A 1.06% Hold 4,500,000 $7.59 $34M
Somalogic · CLASS A 0.96% Hold 2,500,000 $12.39 $31M
Holding 0.30% Hold 1,000,000 $9.80 $10M
Skydeck Acquisition · CLASS A 0.29% Hold 980,000 $9.69 $9M
SRAD - Sportradar Group AG · CLASS A 0.14% Hold 201,800 $22.63 $5M
Arya Sciences Acqu Iv · CL A 0.12% Hold 400,000 $10.06 $4M
Activision Blizzard 0.12% Hold 48,444 $77.39 $4M
META - Meta Platforms · CL A 0.04% Hold 3,775 $339.34 $1M
APO - Apollo Global Mgmt · CL A 0.03% Hold 16,800 $61.61 $1M

* 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). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 25 $3.3B +30.2% 13F-HR 8/14/2026 000101143826000545
2026 Q1 25 $2.5B −23.1% 13F-HR 5/15/2026 000101143826000343
2025 Q4 27 $3.3B +8.5% 13F-HR 2/17/2026 000101143826000138
2025 Q3 32 $3B +27.6% 13F-HR 11/14/2025 000101143825000574
2025 Q2 30 $2.4B −10.6% 13F-HR 8/14/2025 000101143825000449
2025 Q1 34 $2.6B −26.7% 13F-HR 5/15/2025 000101143825000319
2024 Q4 1 $25M new holds 5/15/2025 000101143825000320
2024 Q4 37 $3.6B +40.0% 13F-HR 2/14/2025 000101143825000180
2024 Q3 31 $2.6B +18.9% 13F-HR 11/14/2024 000101143824000669
2024 Q2 35 $2.2B +0.4% 13F-HR 8/14/2024 000101143824000460
2024 Q1 38 $2.2B +13.6% 13F-HR 5/15/2024 000101143824000360
2023 Q4 32 $1.9B +2.4% 13F-HR 2/14/2024 000101143824000264
2023 Q3 36 $1.9B −8.9% 13F-HR 11/14/2023 000101143823000639
2023 Q2 35 $2B 0.0% 13F-HR 8/14/2023 000101143823000531
2023 Q1 35 $2B +5.3% 13F-HR 5/15/2023 000101143823000411
2022 Q4 32 $1.9B +13.1% 13F-HR 2/14/2023 000101143823000292
2022 Q3 34 $1.7B +8.4% 13F-HR 11/14/2022 000156761922019994
2022 Q2 36 $1.6B −0.5% 13F-HR 8/15/2022 000156761922016185
2022 Q1 34 $1.6B −34.0% 13F-HR 5/16/2022 000156761922010923
2021 Q4 1 $138M new holds 3/18/2022 000156761922007210
2021 Q4 34 $2.4B −25.8% 13F-HR 2/14/2022 000156761922004344
2021 Q3 42 $3.2B 13F-HR 11/15/2021 000156761921020398

About

Corvex Management LP

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

SEC filing name
Corvex Management LP
Location
New York, NY
All SEC filings
View on sec.gov