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
| SPY - Spdr S&P 500 ETF Tr | 19.46% | Add +22.9% | 680,733 | $523.07 | $356M | +126,800 | +$93M |
| FIS - Fidelity Natl Info | 13.94% | Add +3.8% | 3,438,814 | $74.18 | $255M | +124,400 | +$56M |
| TRMB - Trimble | 13.23% | Add 0.0% | 3,761,075 | $64.36 | $242M | +704 | +$42M |
| Holding | 13.02% | Add +7.7% | 9,722,076 | $24.50 | $238M | +698,600 | +$10M |
| MRCY - Mercury Sys | 11.17% | Add +32.9% | 6,924,896 | $29.50 | $204M | +1,713,761 | +$14M |
| Treehouse Foods | 10.45% | Hold | 4,907,689 | $38.95 | $191M | — | — |
| Wolfspeed | 7.35% | New | 4,557,881 | $29.50 | $134M | +4,557,881 | +$134M |
| FRPT - Freshpet | 6.92% | Reduce −60.9% | 1,093,477 | $115.86 | $127M | −1,700,477 | −$116M |
| QDEL - Quidelortho | 3.13% | New | 1,195,800 | $47.94 | $57M | +1,195,800 | +$57M |
| Enhabit | 1.33% | Reduce −0.1% | 2,081,077 | $11.65 | $24M | −2,700 | +$3M |
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