Featured 13F manager
JANA Partners Management, LP
New York, NY 14 processed 13Fs on this site · 2023 Q3–2026 Q2
- $1.9B
- 10 Positions
- 2026 Q2
- +18.4% QoQ
- Top 5 74.1%
Portfolio
top 5 74.1% · top 10 100.0%
- MRCY - Mercury Sys 25.5%
- COO - Cooper Cos 13.5%
- SPY 13.5%
- LW - Lamb Weston 12.2%
- FISV - Fiserv 9.4%
- MKL - Markel Group 7.9%
- ALKT - Alkami Technology 6.4%
- FUN - Six Flags Entertainment 4.6%
- PSTG - Pure Storage · CL A 4.1%
- RPD - Rapid7 2.9%
AUM over time
Book
| New Relic | 20.15% | Hold | 3,215,426 | $85.62 | $275M |
| FRPT - Freshpet | 15.70% | Hold | 3,254,480 | $65.88 | $214M |
| Treehouse Foods | 15.66% | Hold | 4,907,689 | $43.58 | $214M |
| FIS - Fidelity Natl Info | 15.12% | Hold | 3,736,326 | $55.27 | $207M |
| MRCY - Mercury Sys | 12.78% | Hold | 4,705,249 | $37.09 | $175M |
| SPY - Spdr S&P 500 ETF Tr | 9.61% | Hold | 307,033 | $427.48 | $131M |
| Holding | 9.49% | Hold | 8,279,176 | $15.65 | $130M |
| Enhabit | 1.50% | Hold | 1,825,027 | $11.25 | $21M |
Filings history
12 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 10 | $1.9B | +18.4% | 13F-HR | 8/14/2026 | 000090266426003486 |
| 2026 Q1 | 1 | $62M | — | NEW HOLDINGS | 6/30/2026 | 000090266426002957 |
| 2026 Q1 | 10 | $1.6B | −16.4% | 13F-HR | 5/15/2026 | 000090266426002515 |
| 2025 Q4 | 12 | $1.9B | −6.9% | 13F-HR | 2/17/2026 | 000090266426001069 |
| 2025 Q3 | 12 | $2.1B | +3.7% | 13F-HR | 11/14/2025 | 000090266425005066 |
| 2025 Q2 | 10 | $2B | +2.8% | 13F-HR | 8/14/2025 | 000090266425003587 |
| 2025 Q1 | 10 | $1.9B | −4.7% | 13F-HR | 5/15/2025 | 000090266425002348 |
| 2024 Q4 | 11 | $2B | +5.6% | 13F-HR | 2/14/2025 | 000090266425001058 |
| 2024 Q3 | 12 | $1.9B | +12.6% | 13F-HR | 11/14/2024 | 000090266424006510 |
| 2024 Q2 | 12 | $1.7B | −6.6% | 13F-HR | 8/14/2024 | 000090266424005100 |
| 2024 Q1 | 10 | $1.8B | +18.1% | 13F-HR | 5/15/2024 | 000090266424003586 |
| 2023 Q4 | 8 | $1.5B | +13.4% | 13F-HR | 2/14/2024 | 000090266424001588 |
| 2023 Q3 | 1 | $36M | — | NEW HOLDINGS | 11/16/2023 | 000090266423005626 |
| 2023 Q3 | 8 | $1.4B | — | 13F-HR | 11/14/2023 | 000090266423005550 |
About
JANA Partners Management, LP
14 processed 13Fs on this site · 2023 Q3–2026 Q2