account_balance
Investment manager · 13F filer · SEC CIK 1535472
Corvex Management LP
Reported value$3.22Bas of Jun 30, 2026
Positions24 5 new, 6 sold out
Top 10 weight78.5%ILMN alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ILMNIllumina Inc
15.5%Trimmed −26%
WGSGenedx Holdings Corp
10.2%Added +48%
VSTSVestis Corporation
8.9%
SWXSouthwest Gas Hldgs Inc
8.8%Trimmed −26%
MGMMGM Resorts International
7.9%
AMZNAmazon Com Inc
6.7%Added +3%
DISDisney Walt Co
6.5%
VSTVistra Corp
5.0%New
METAMeta Platforms Inc
4.9%Added +11567%
PPLIPeople Inc
4.0%Trimmed −17%
LLYVALiberty Live Holdings Inc
3.2%
CXCemex SA Euro MTN Be 144a
3.1%Trimmed −3%
ILMNIllumina Inc
15.5%Trimmed −26%
WGSGenedx Holdings Corp
10.2%Added +48%
VSTSVestis Corporation
8.9%
SWXSouthwest Gas Hldgs Inc
8.8%Trimmed −26%
MGMMGM Resorts International
7.9%
AMZN6.7%DIS6.5%VST5.0%META4.9%PPLI4.0%LLYVA3.2%CX3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ILMN Illumina Inc 15.5% Trimmed −26%WGS Genedx Holdings Corp 10.2% Added +48%VSTS Vestis Corporation 8.9% HeldSWX Southwest Gas Hldgs Inc 8.8% Trimmed −26%MGM MGM Resorts International 7.9% HeldAMZN Amazon Com Inc 6.7% Added +3%DIS Disney Walt Co 6.5% HeldVST Vistra Corp 5.0% NewMETA Meta Platforms Inc 4.9% Added +11567%PPLI People Inc 4.0% Trimmed −17%LLYVA Liberty Live Holdings Inc 3.2% HeldCX Cemex SA Euro MTN Be 144a 3.1% Trimmed −3%
What changed