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
| Mdu Res Group | 14.96% | New | 8,728,275 | $26.99 | $236M | +8,728,275 | +$236M |
| MGM - Mgm Resorts International | 12.27% | Hold | 6,673,778 | $28.95 | $193M | — | — |
| CRC - California Res | 8.28% | Add +399.1% | 3,385,534 | $38.50 | $130M | +2,707,159 | +$100M |
| MSFT - Microsoft | 7.29% | Add +4.3% | 447,152 | $256.83 | $115M | +18,500 | −$17M |
| GOOGL - Alphabet · CL A | 7.26% | Add +13.4% | 52,431 | $2,179 | $114M | +6,200 | −$14M |
| CEG - Constellation Energy | 6.45% | Reduce −39.2% | 1,772,610 | $57.26 | $102M | −1,141,861 | −$62M |
| AES — | 6.05% | Add +129.2% | 4,535,596 | $21.01 | $95M | +2,556,296 | +$44M |
| Zendesk | 4.28% | New | 910,600 | $74.07 | $67M | +910,600 | +$67M |
| AMZN - Amazon | 3.85% | Add +1328.9% | 570,500 | $106.21 | $61M | +530,575 | −$70M |
| FIVN - FIVE9 | 3.40% | Reduce −61.3% | 586,638 | $91.14 | $53M | −930,206 | −$114M |
| KO - The Coca Cola | 2.61% | Reduce −25.8% | 795,325 | $51.61 | $41M | −276,599 | −$11M |
| Liberty Media Del | 2.14% | Hold | 932,955 | $36.04 | $34M | — | — |
| CSX - CSX Corp | 2.12% | New | 1,150,000 | $29.06 | $33M | +1,150,000 | +$33M |
| UBER - UBER Technologies | 1.88% | Hold | 1,447,121 | $20.46 | $30M | — | — |
| BOOT - Boot Barn | 1.81% | New | 412,916 | $68.91 | $28M | +412,916 | +$28M |
| FMX - Fomento Economico | 1.74% | Hold | 405,100 | $67.49 | $27M | — | — |
| Liberty Media Del | 1.69% | Hold | 736,519 | $36.05 | $27M | — | — |
| EQRX | 1.56% | Add +24.5% | 5,250,000 | $4.69 | $25M | +1,033,991 | +$7M |
| SEMA4 · CL A | 1.28% | Add +254.2% | 15,937,500 | $1.26 | $20M | +11,437,500 | +$6M |
| CRM - Salesforce | 1.02% | New | 97,000 | $165.04 | $16M | +97,000 | +$16M |
| PKG - Ardagh Metal Packaging S A | 0.83% | New | 2,137,245 | $6.10 | $13M | +2,137,245 | +$13M |
| Somalogic · CLASS A | 0.72% | Hold | 2,500,000 | $4.52 | $11M | — | — |
| Holding · CL A | 0.63% | Add +3904.0% | 500,500 | $19.97 | $10M | +488,000 | +$10M |
| Holding | 0.63% | Hold | 1,000,000 | $9.91 | $10M | — | — |
| Skydeck Acquisition · CLASS A | 0.61% | Hold | 980,000 | $9.74 | $10M | — | — |
| Arya Sciences Acqu Iv · CL A | 0.25% | Hold | 400,000 | $9.81 | $4M | — | — |
| Holding · CL A | 0.23% | Hold | 234,986 | $15.26 | $4M | — | — |
| JPM - Jpmorgan Chase & | 0.08% | Hold | 10,907 | $112.59 | $1M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SWX - Southwest Gas | 0.35% | Exit | 0 | $78.29 | $5M | −70,000 | −$5M |
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