FBInvestor
Funds / Farallon Capital Management LLC
Institutional Fund

Farallon Capital Management LLC

San Francisco, CACIK 90966127 filings on record

Portfolio Value
$15.27B
Q1 2026
Holdings
167
Reported positions
New Buys
167
Opened this quarter
QoQ Change
+1627.4%
from $883.69M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

Upgrade

Top Allocations

Largest positions by weight

  • Revolution Medicines Inc8.7%
  • Amazon Com Inc5.8%
  • Microsoft Corp5.7%
  • Aon PLC5.3%
  • Bridgebio Pharma Inc4.6%
  • Protagonist Therapeutics Inc4.4%
  • Other65.6%

Portfolio Holdings

167 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Revolution Medicines Inc13.60M$1.32B8.7%+13.60MNew
2Amazon Com Inc4.22M$878.56M5.8%+4.22MNew
3Microsoft Corp2.34M$867.97M5.7%+2.34MNew
4Aon PLC2.51M$811.03M5.3%+2.51MNew
5Bridgebio Pharma Inc9.37M$695.48M4.6%+9.37MNew
6Protagonist Therapeutics Inc6.35M$669.17M4.4%+6.35MNew
7Natera Inc3.21M$641.44M4.2%+3.21MNew
8Exelixis Inc13.11M$562.33M3.7%+13.11MNew
9Broadcom Inc1.78M$550.77M3.6%+1.78MNew
10Unitedhealth Group Inc1.82M$492.94M3.2%+1.82MNew

157 more holdings on Premium

See this fund's complete portfolio, full position changes, and activity history.

Unlock full portfolio