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
top 5 50.5% · top 10 77.1%
- ILMN - Illumina 15.2%
- WGS - Genedx · CL A 10.0%
- VSTS - Vestis 8.8%
- SWX - Southwest Gas 8.7%
- MGM - Mgm Resorts International 7.8%
- AMZN - Amazon 6.6%
- DIS - Disney Walt 6.4%
- VST - Vistra 4.9%
- META - Meta Platforms · CL A 4.8%
- IAC - People 3.9%
- LLYVA — 3.1%
- CX - Cemex SA Euro Mtn Be 144A 3.1%
- Other 16.7%
AUM over time
Book
| MGM - Mgm Resorts International | 29.34% | Hold | 15,673,778 | $44.88 | $703M | — | — |
| GOOGL - Alphabet · CL A | 8.34% | Add +0.4% | 69,015 | $2,897 | $200M | +288 | +$16M |
| MSFT - Microsoft | 6.38% | Hold | 454,652 | $336.32 | $153M | — | — |
| EXC - Exelon | 5.18% | Add +2.3% | 2,150,627 | $57.76 | $124M | +48,000 | +$23M |
| AMZN - Amazon | 4.97% | Reduce −29.8% | 35,775 | $3,334 | $119M | −15,171 | −$48M |
| KO - The Coca Cola | 3.80% | Reduce −10.4% | 1,630,789 | $55.93 | $91M | −188,700 | −$9M |
| Liberty Media Del | 3.29% | Reduce −16.2% | 1,552,622 | $50.85 | $79M | −301,003 | −$8M |
| JPM - Jpmorgan Chase & | 2.82% | Add +0.8% | 426,398 | $158.35 | $68M | +3,400 | −$2M |
| CRM - Salesforce | 2.78% | Reduce −19.2% | 262,772 | $254.13 | $67M | −62,372 | −$21M |
| TMUS - T-Mobile US | 2.34% | Reduce −27.8% | 484,226 | $115.98 | $56M | −186,288 | −$30M |
| UBER - UBER Technologies | 1.89% | Reduce −11.7% | 1,081,470 | $41.93 | $45M | −143,530 | −$10M |
| FIVN - FIVE9 | 1.72% | Reduce −65.0% | 300,000 | $137.32 | $41M | −556,393 | −$96M |
| Liberty Media Del | 1.56% | Reduce −15.1% | 736,519 | $50.85 | $37M | −130,889 | −$4M |
| EQRX | 1.49% | New | 5,250,000 | $6.82 | $36M | +5,250,000 | +$36M |
| DIS - Disney Walt | 1.40% | Reduce −43.2% | 217,060 | $154.89 | $34M | −165,050 | −$31M |
| Somalogic · CLASS A | 1.21% | Hold | 2,500,000 | $11.64 | $29M | — | — |
| SEMA4 · CL A | 0.84% | Hold | 4,500,000 | $4.46 | $20M | — | — |
| Zynga · CL A | 0.81% | Reduce −66.5% | 3,019,967 | $6.40 | $19M | −5,997,528 | −$49M |
| Holding | 0.41% | Hold | 1,000,000 | $9.79 | $10M | — | — |
| Skydeck Acquisition · CLASS A | 0.40% | Hold | 980,000 | $9.81 | $10M | — | — |
| Holding · CL A | 0.22% | New | 333,332 | $16.10 | $5M | +333,332 | +$5M |
| Arya Sciences Acqu Iv · CL A | 0.17% | Hold | 400,000 | $9.93 | $4M | — | — |
| MA - Mastercard · CL A | 0.06% | New | 3,700 | $359.19 | $1M | +3,700 | +$1M |
| V - VISA · CL A | 0.05% | New | 5,900 | $216.78 | $1M | +5,900 | +$1M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BLMN - Bloomin Brands | 1.48% | Exit | 0 | $25.00 | $48M | −1,915,638 | −$48M |
| OPTU - Altice USA · CL A | 1.36% | Exit | 0 | $20.72 | $44M | −2,117,833 | −$44M |
| USFD - US Foods | 1.09% | Exit | 0 | $34.66 | $35M | −1,019,253 | −$35M |
| SRAD - Sportradar Group AG · CLASS A | 0.14% | Exit | 0 | $22.63 | $5M | −201,800 | −$5M |
| Activision Blizzard | 0.12% | Exit | 0 | $77.39 | $4M | −48,444 | −$4M |
| META - Meta Platforms · CL A | 0.04% | Exit | 0 | $339.34 | $1M | −3,775 | −$1M |
| APO - Apollo Global Mgmt · CL A | 0.03% | Exit | 0 | $61.61 | $1M | −16,800 | −$1M |
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