FARALLON CAPITAL MANAGEMENT, L.L.C.

CIK 0000909661 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

FARALLON CAPITAL MANAGEMENT, L.L.C. reported 89 positions worth $21.68B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPY (20.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$21.68B
2026 Q2
Positions
89
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.1%
Est. Net Flow (Q)
2026 Q2
10 / 89 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TPUT$4.48B20.67%6,000,000
2RVMDREVOLUTION MEDICINES INCSH$2.54B11.71%13,550,796
3EA*ELECTRONIC ARTS INCSH$1.62B7.49%7,919,500
4BBIOBRIDGEBIO PHARMA INCSH$800.1M3.69%10,743,063
5PTGXPROTAGONIST THERAPEUTICS INCSH$778.2M3.59%6,348,906
6EXELEXELIXIS INCSH$732.8M3.38%13,468,010
7LQDALIQUIDIA CORPORATIONSH$666.9M3.08%8,365,038
8AMZNAMAZON COM INCSH$627.5M2.90%2,632,994
9LNTHLANTHEUS HLDGS INCSH$619.4M2.86%5,583,479
10NTRANATERA INCSH$602.2M2.78%2,218,366

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does FARALLON CAPITAL MANAGEMENT, L.L.C. hold as of Q2 2026?

FARALLON CAPITAL MANAGEMENT, L.L.C. reported 89 positions worth $21.68B in its Q2 2026 13F filing. Largest positions: SPY (20.7%), RVMD (11.7%), EA* (7.5%), BBIO (3.7%) and PTGX (3.6%).

What did FARALLON CAPITAL MANAGEMENT, L.L.C. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did FARALLON CAPITAL MANAGEMENT, L.L.C. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.