account_balance
Investment manager · 13F filer · SEC CIK 909661
Farallon Capital Management, L.l.c.
Reported value$17.1Bas of Jun 30, 2026
Positions86 21 new, 104 sold out
Top 10 weight55.7%RVMD alone is 15%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RVMDRevolution Medicines Inc
14.9%
EAElectronic Arts Inc
9.5%New
BBIOBridgebio Pharma Inc
4.7%Added +15%
PTGXProtagonist Therapeutics Inc
4.6%
EXELExelixis Inc
4.3%Added +3%
LQDALiquidia Corporation
3.9%Trimmed −3%
AMZNAmazon Com Inc
3.7%Trimmed −38%
LNTHLantheus Hldgs Inc
3.6%
NTRANatera Inc
3.5%Trimmed −31%
UNHUnitedhealth Group Inc
3.1%Trimmed −30%
TMOThermo Fisher Scientific Inc
3.1%Added +19%
ROIVRoivant Sciences Ltd
3.0%Added +48%
RVMDRevolution Medicines Inc
14.9%
EAElectronic Arts Inc
9.5%New
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
RVMD Revolution Medicines Inc 14.9% Held
EA Electronic Arts Inc 9.5% New
BBIO Bridgebio Pharma Inc 4.7% Added +15%PTGX Protagonist Therapeutics Inc 4.6% HeldEXEL Exelixis Inc 4.3% Added +3%LQDA Liquidia Corporation 3.9% Trimmed −3%AMZN Amazon Com Inc 3.7% Trimmed −38%LNTH Lantheus Hldgs Inc 3.6% HeldNTRA Natera Inc 3.5% Trimmed −31%UNH Unitedhealth Group Inc 3.1% Trimmed −30%TMO Thermo Fisher Scientific Inc 3.1% Added +19%ROIV Roivant Sciences Ltd 3.0% Added +48%What changed