FARALLON CAPITAL MANAGEMENT LLC

CIK
909661
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

160 positions · $14,973,084,132 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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

2 quarters · across all stocks

Holdings in BLTE

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Report Date Value (USD) Shares
2026-03-31 $207,272 1,300