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
| SWX - Southwest Gas | 15.92% | Add +39.0% | 4,769,098 | $63.35 | $302M | +1,338,075 | +$95M |
| MGM - Mgm Resorts International | 15.12% | Hold | 6,423,778 | $44.68 | $287M | — | — |
| Mdu Res Group | 10.59% | Hold | 10,147,041 | $19.80 | $201M | — | — |
| ILMN - Illumina | 5.36% | New | 730,084 | $139.24 | $102M | +730,084 | +$102M |
| FMX - Fomento Economico | 5.30% | Reduce −12.0% | 772,087 | $130.35 | $101M | −105,519 | +$5M |
| KNF - Knife River | 4.59% | Reduce −48.1% | 1,317,206 | $66.18 | $87M | −1,219,549 | −$37M |
| UBER - UBER Technologies | 4.55% | Reduce −5.8% | 1,401,302 | $61.57 | $86M | −87,000 | +$18M |
| CSX - CSX Corp | 4.32% | Hold | 2,366,268 | $34.67 | $82M | — | — |
| AMZN - Amazon | 4.14% | Add +1.0% | 517,629 | $151.94 | $79M | +5,000 | +$13M |
| IAC - IAC Inc | 3.50% | Hold | 1,266,517 | $52.38 | $66M | — | — |
| MSFT - Microsoft | 3.44% | Hold | 173,661 | $376.04 | $65M | — | — |
| KOF — | 3.29% | Add +42.2% | 659,924 | $94.64 | $62M | +195,764 | +$26M |
| KKR — | 3.27% | Hold | 749,582 | $82.85 | $62M | — | — |
| Liberty Media Del | 3.00% | Hold | 1,558,332 | $36.55 | $57M | — | — |
| ADBE - Adobe | 2.88% | Hold | 91,760 | $596.60 | $55M | — | — |
| KO - The Coca Cola | 2.81% | Hold | 799,325 | $66.74 | $53M | — | — |
| Liberty Media Del | 1.82% | Hold | 925,378 | $37.39 | $35M | — | — |
| GOOGL - Alphabet · CL A | 1.38% | Hold | 187,180 | $139.69 | $26M | — | — |
| Endeavor Group · CL A | 1.06% | Reduce −82.8% | 851,568 | $23.73 | $20M | −4,099,537 | −$78M |
| Liberty Media Del | 0.56% | Reduce −78.7% | 369,460 | $28.74 | $11M | −1,368,108 | −$34M |
| WGS - Genedx · CL A | 0.36% | Reduce −25.2% | 2,473,781 | $2.75 | $7M | −833,742 | −$5M |
| AQN - Algonquin Pwr Utils | 0.34% | Reduce −90.3% | 1,011,946 | $6.32 | $6M | −9,369,953 | −$55M |
| Liberty Media Del | 0.29% | Reduce −81.4% | 192,258 | $28.78 | $6M | −842,261 | −$21M |
| PKG - Ardagh Metal Packaging S A | 0.08% | Reduce −53.9% | 398,835 | $3.84 | $2M | −465,500 | −$1M |
| META - Meta Platforms · CL A | 0.04% | Hold | 2,400 | $353.96 | $850K | — | — |
| NVDA - Nvidia | 0.04% | Hold | 1,625 | $495.22 | $805K | — | — |
| CRM - Salesforce | 0.04% | Hold | 3,032 | $263.14 | $798K | — | — |
| TSLA - Tesla | 0.04% | Hold | 2,850 | $248.48 | $708K | — | — |
| RVMD - Revolution Medicines | 0.02% | New | 11,698 | $28.68 | $335K | +11,698 | +$335K |
| Somalogic · CLASS A | 0.01% | Hold | 40,000 | $2.53 | $101K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TKO - TKO Group · CL A | 2.27% | Exit | 0 | $84.06 | $42M | −501,396 | −$42M |
| BOOT - Boot Barn | 0.07% | Exit | 0 | $81.16 | $1M | −14,921 | −$1M |
| AAPL - Apple | 0.04% | Exit | 0 | $171.28 | $668K | −3,900 | −$668K |
| EQRX | 0.01% | Exit | 0 | $2.22 | $234K | −105,200 | −$234K |
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