Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FARALLON CAPITAL MANAGEMENT LLC (CIK 909661) reported $17.54B across 167 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($1.50B, 8.53%), RVMD ($1.32B, 7.54%), AMZN ($878.6M, 5.01%), MSFT ($868.0M, 4.95%), AON ($811.0M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $1.50B | 8.53% | 2.3M | New |
| 2 | RVMD | REVOLUTION MEDICINES INC | $1.32B | 7.54% | 13.6M | Trimmed |
| 3 | AMZN | AMAZON COM INC | $878.6M | 5.01% | 4.2M | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $868.0M | 4.95% | 2.3M | Added |
| 5 | AON | AON PLC | $811.0M | 4.62% | 2.5M | Trimmed |
| 6 | BBIO | BRIDGEBIO PHARMA INC | $695.5M | 3.96% | 9.4M | Added |
| 7 | EWSC | INVESCO EXCHANGE TRADED FD T | $690.9M | 3.94% | 3.6M | New |
| 8 | PTGX | PROTAGONIST THERAPEUTICS INC | $669.2M | 3.81% | 6.3M | Added |
| 9 | NTRA | NATERA INC | $641.4M | 3.66% | 3.2M | Trimmed |
| 10 | EXEL | EXELIXIS INC | $562.3M | 3.21% | 13.1M | Trimmed |
| 11 | AVGO | BROADCOM INC | $550.8M | 3.14% | 1.8M | Added |
| 12 | UNH | UNITEDHEALTH GROUP INC | $492.9M | 2.81% | 1.8M | Added |
| 13 | SNPS | SYNOPSYS INC | $481.0M | 2.74% | 1.2M | Added |
| 14 | BSX | BOSTON SCIENTIFIC CORP | $468.8M | 2.67% | 7.5M | Added |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | $433.3M | 2.47% | 881,485 | Added |
| 16 | KKR | KKR & CO INC | $432.1M | 2.46% | 4.7M | Added |
| 17 | LNTH | LANTHEUS HLDGS INC | $423.5M | 2.41% | 5.6M | Added |
| 18 | WAB | WABTEC | $402.2M | 2.29% | 1.6M | Trimmed |
| 19 | SCHW | SCHWAB CHARLES CORP | $371.8M | 2.12% | 4.0M | Added |
| 20 | LQDA | LIQUIDIA CORPORATION | $326.7M | 1.86% | 8.7M | Hold |
| 21 | CRNX | CRINETICS PHARMACEUTICALS IN | $302.8M | 1.73% | 8.3M | Added |
| 22 | GOOG | ALPHABET INC | $285.8M | 1.63% | 996,231 | Added |
| 23 | ROIV | ROIVANT SCIENCES LTD | $268.0M | 1.53% | 9.7M | Added |
| 24 | V | VISA INC | $254.1M | 1.45% | 840,710 | Added |
| 25 | ARMK | ARAMARK | $248.7M | 1.42% | 6.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31