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 | 16.26% | Add +16.3% | 10,147,041 | $27.35 | $278M | +1,418,766 | +$42M |
| MGM - Mgm Resorts International | 11.62% | Hold | 6,673,778 | $29.72 | $198M | — | — |
| FMX - Fomento Economico | 8.46% | Add +467.8% | 2,300,126 | $62.75 | $144M | +1,895,026 | +$117M |
| CRC - California Res | 6.89% | Reduce −9.7% | 3,057,677 | $38.43 | $118M | −327,857 | −$13M |
| CEG - Constellation Energy | 6.28% | Reduce −27.3% | 1,289,261 | $83.19 | $107M | −483,349 | +$6M |
| MSFT - Microsoft | 6.13% | Add +0.5% | 449,352 | $232.90 | $105M | +2,200 | −$10M |
| AES — | 5.52% | Reduce −8.1% | 4,167,588 | $22.60 | $94M | −368,008 | −$1M |
| CRM - Salesforce | 5.07% | Add +520.0% | 601,367 | $143.84 | $87M | +504,367 | +$70M |
| AMZN - Amazon | 4.26% | Add +12.7% | 643,100 | $113.00 | $73M | +72,600 | +$12M |
| GOOGL - Alphabet · CL A | 4.16% | Add +1317.3% | 743,120 | $95.65 | $71M | +690,689 | −$43M |
| CSX - CSX Corp | 2.88% | Add +60.3% | 1,843,000 | $26.64 | $49M | +693,000 | +$16M |
| UBER - UBER Technologies | 2.25% | Hold | 1,447,121 | $26.50 | $38M | — | — |
| Liberty Media Del | 2.08% | Hold | 932,955 | $38.07 | $36M | — | — |
| KO - The Coca Cola | 2.00% | Add +0.5% | 799,325 | $42.62 | $34M | +4,000 | −$7M |
| BOOT - Boot Barn | 1.72% | Add +21.5% | 501,864 | $58.46 | $29M | +88,948 | +$885K |
| PKG - Ardagh Metal Packaging S A | 1.69% | Add +178.1% | 5,943,682 | $4.84 | $29M | +3,806,437 | +$16M |
| Liberty Media Del | 1.63% | Hold | 736,519 | $37.71 | $28M | — | — |
| EQRX | 1.52% | Hold | 5,250,000 | $4.95 | $26M | — | — |
| SWX - Southwest Gas | 0.96% | New | 234,119 | $69.75 | $16M | +234,119 | +$16M |
| 0.90% | New | 350,000 | $43.84 | $15M | +350,000 | +$15M | |
| SEMA4 · CL A | 0.82% | Hold | 15,937,500 | $0.8775 | $14M | — | — |
| Skydeck Acquisition · CLASS A | 0.57% | Hold | 980,000 | $9.84 | $10M | — | — |
| Somalogic · CLASS A | 0.42% | Hold | 2,500,000 | $2.90 | $7M | — | — |
| Arya Sciences Acqu Iv · CL A | 0.23% | Hold | 400,000 | $9.91 | $4M | — | — |
| Holding · CL A | 0.13% | Hold | 234,986 | $9.42 | $2M | — | — |
| SPY - Spdr S&P 500 ETF Tr | 0.09% | New | 4,500 | $357.11 | $2M | +4,500 | +$2M |
| JPM - Jpmorgan Chase & | 0.08% | Add +13.8% | 12,407 | $104.54 | $1M | +1,500 | +$69K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Zendesk | 4.28% | Exit | 0 | $74.07 | $67M | −910,600 | −$67M |
| FIVN - FIVE9 | 3.40% | Exit | 0 | $91.14 | $53M | −586,638 | −$53M |
| Holding · CL A | 0.63% | Exit | 0 | $19.97 | $10M | −500,500 | −$10M |
| Holding | 0.63% | Exit | 0 | $9.91 | $10M | −1,000,000 | −$10M |
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