JANA Partners Management, LP
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $2,286,390,039 | Pooled investment vehicles (100%) |
| Mar 2026 | $2,386,320,222 | Pooled investment vehicles (100%) |
| Apr 2025 to Feb 2026 | $2,386,320,222 | Pooled investment vehicles (100%) |
| Apr 2024 to Mar 2025 | $1,837,242,228 | Pooled investment vehicles (100%) |
| Nov 2023 to Mar 2024 | $1,522,882,435 | Pooled investment vehicles (100%) |
Schedule 13D/13G stakes
Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.
| Company | Schedule | Event date | Filed | Shares | % of class | Status |
|---|---|---|---|---|---|---|
| RPD Rapid7, Inc. | 13D/A Control or board seats | Mar 26, 2026 | 7mo | 6,760,149 | 10.3% | Current |
| MRCY Mercury Systems Inc | 13D/A not restated by this amendment, the earlier 13D's purpose stands | Mar 3, 2026 | 8mo | 4,114,618 | 6.9% | Current |
A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis. Show 4 exited, below-5% or retired stakes
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P SmallCap 600 as of 2026-06-30, active share 99.2%; sector active share 38.9% against the combined 13F book's sector weights.
Over time 12 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 25.5% | $484,285,998 |
| Unclassified | 22.9% | $435,740,997 |
| Healthcare | 13.5% | $256,899,640 |
| Technology | 13.4% | $254,881,683 |
| Consumer Defensive | 12.2% | $232,940,339 |
| Financial Services | 7.9% | $149,879,846 |
| Consumer Cyclical | 4.6% | $87,672,908 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ALKT | Alkami Technology, Inc. | +1,316,319 | 6,747,707 | $122,268,450 | |
| LW | Lamb Weston Holdings, Inc. | +386,000 | 5,394,635 | $232,940,339 | |
| COO | Cooper Companies, Inc. | +17,322 | 3,582,480 | $256,899,640 | |
| RPD | Rapid7, Inc. | +6,283 | 6,749,936 | $54,674,481 | |
| MKL | Markel Group Inc. | +1,436 | 76,743 | $149,879,846 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 2,090,412 | $29,453,905 | ||
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MRCY |
Mercury Systems Inc
Industrials
|
Reduced | 3,958,849 | $484,285,998 | 25.46% | |
| COO |
Cooper Companies, Inc.
Healthcare
|
Added | 3,582,480 | $256,899,640 | 13.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 342,965 | $256,115,973 | 13.46% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
Added | 5,394,635 | $232,940,339 | 12.25% | |
| FISV |
Fiserv Inc
|
Reduced | 3,662,080 | $179,625,024 | 9.44% | |
| MKL |
Markel Group Inc.
Financial Services
|
Added | 76,743 | $149,879,846 | 7.88% | |
| ALKT |
Alkami Technology, Inc.
Technology
|
Added | 6,747,707 | $122,268,450 | 6.43% | |
| FUN |
Six Flags Entertainment Corporation
Consumer Cyclical
|
Held | 4,116,099 | $87,672,908 | 4.61% | |
| P |
Everpure, Inc.
Technology
|
Reduced | 989,196 | $77,938,752 | 4.10% | |
| RPD |
Rapid7, Inc.
Technology
|
Added | 6,749,936 | $54,674,481 | 2.87% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.