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 | 17.69% | Reduce −57.4% | 6,673,778 | $41.94 | $280M | −9,000,000 | −$424M |
| FIVN - FIVE9 | 10.58% | Add +405.6% | 1,516,844 | $110.40 | $167M | +1,216,844 | +$126M |
| CEG - Constellation Energy | 10.36% | New | 2,914,471 | $56.25 | $164M | +2,914,471 | +$164M |
| MSFT - Microsoft | 8.35% | Reduce −5.7% | 428,652 | $308.31 | $132M | −26,000 | −$21M |
| AMZN - Amazon | 8.23% | Add +11.6% | 39,925 | $3,260 | $130M | +4,150 | +$11M |
| GOOGL - Alphabet · CL A | 8.13% | Reduce −33.0% | 46,231 | $2,781 | $129M | −22,784 | −$71M |
| KO - The Coca Cola | 3.29% | Reduce −34.3% | 1,071,924 | $48.61 | $52M | −558,865 | −$39M |
| UBER - UBER Technologies | 3.26% | Add +33.8% | 1,447,121 | $35.68 | $52M | +365,651 | +$6M |
| AES — | 3.22% | New | 1,979,300 | $25.73 | $51M | +1,979,300 | +$51M |
| Liberty Media Del | 2.70% | Reduce −39.9% | 932,955 | $45.71 | $43M | −619,667 | −$36M |
| Liberty Media Del | 2.13% | Hold | 736,519 | $45.73 | $34M | — | — |
| FMX - Fomento Economico | 2.12% | New | 405,100 | $82.85 | $34M | +405,100 | +$34M |
| CRC - California Res | 1.92% | New | 678,375 | $44.73 | $30M | +678,375 | +$30M |
| Somalogic · CLASS A | 1.27% | Hold | 2,500,000 | $8.02 | $20M | — | — |
| EQRX | 1.10% | Reduce −19.7% | 4,216,009 | $4.13 | $17M | −1,033,991 | −$18M |
| SEMA4 · CL A | 0.87% | Hold | 4,500,000 | $3.07 | $14M | — | — |
| Holding | 0.62% | Hold | 1,000,000 | $9.86 | $10M | — | — |
| Skydeck Acquisition · CLASS A | 0.60% | Hold | 980,000 | $9.73 | $10M | — | — |
| SWX - Southwest Gas | 0.35% | New | 70,000 | $78.29 | $5M | +70,000 | +$5M |
| Arya Sciences Acqu Iv · CL A | 0.25% | Hold | 400,000 | $9.79 | $4M | — | — |
| Holding · CL A | 0.21% | Reduce −29.5% | 234,986 | $14.28 | $3M | −98,346 | −$2M |
| JPM - Jpmorgan Chase & | 0.09% | Reduce −97.4% | 10,907 | $136.33 | $1M | −415,491 | −$66M |
| Holding · CL A | 0.02% | New | 12,500 | $19.92 | $249K | +12,500 | +$249K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| EXC - Exelon | 5.18% | Exit | 0 | $57.76 | $124M | −2,150,627 | −$124M |
| CRM - Salesforce | 2.78% | Exit | 0 | $254.13 | $67M | −262,772 | −$67M |
| TMUS - T-Mobile US | 2.34% | Exit | 0 | $115.98 | $56M | −484,226 | −$56M |
| DIS - Disney Walt | 1.40% | Exit | 0 | $154.89 | $34M | −217,060 | −$34M |
| Zynga · CL A | 0.81% | Exit | 0 | $6.40 | $19M | −3,019,967 | −$19M |
| MA - Mastercard · CL A | 0.06% | Exit | 0 | $359.19 | $1M | −3,700 | −$1M |
| V - VISA · CL A | 0.05% | Exit | 0 | $216.78 | $1M | −5,900 | −$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