FARALLON CAPITAL MANAGEMENT LLC
Top Portfolio Positions
160 positions ·
$14,973,084,132 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
13,604,796 | $1,323,066,411 | 8.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,218,394 | $878,564,918 | 5.87% | |
| MSFT |
Microsoft Corp
Technology
|
2,344,779 | $867,966,842 | 5.80% | |
| AON |
Aon plc
Financial Services
|
2,512,638 | $811,029,293 | 5.42% | |
| BBIO |
BridgeBio Pharma, Inc.
Healthcare
|
9,365,463 | $695,479,282 | 4.64% | |
| PTGX |
Protagonist Therapeutics, Inc
Healthcare
|
6,348,906 | $669,174,692 | 4.47% | |
| NTRA |
Natera, Inc.
Healthcare
|
3,207,366 | $641,441,126 | 4.28% | |
| EXEL |
Exelixis, Inc.
Healthcare
|
13,111,010 | $562,331,218 | 3.76% | |
| AVGO |
Broadcom Inc.
Technology
|
1,779,500 | $550,773,045 | 3.68% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
1,821,706 | $492,935,426 | 3.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AGIO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,289,720 | 5,684,000 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $140,441,726 | 5,159,505 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $232,051,989 | 5,781,066 | Shares | Other | 2026-02-17 | |
| 2025-06-30 | $191,825,919 | 5,767,466 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $167,023,653 | 5,700,466 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $186,462,952 | 5,674,466 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $251,512,276 | 5,660,866 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $243,822,126 | 5,654,502 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $163,469,202 | 5,590,602 | Shares | Other | 2024-05-24 | |
| 2023-12-31 | $92,812,496 | 4,167,602 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $68,083,017 | 2,750,829 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $76,147,637 | 2,688,829 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $48,072,282 | 2,092,829 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $56,885,278 | 2,025,829 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $42,330,324 | 1,496,829 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $29,552,876 | 1,333,012 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $38,803,979 | 1,333,012 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $41,303,718 | 1,256,578 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $37,786,097 | 818,767 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $63,927,600 | 1,160,000 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $64,550,000 | 1,250,000 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $43,330,000 | 1,000,000 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $37,920,015 | 1,083,429 | Shares | Other | 2020-11-16 | |
| 2020-06-30 | $66,850,000 | 1,250,000 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $44,350,000 | 1,250,000 | Shares | Other | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||