Institutions / Farallon Capital Management LLC
Farallon Capital Management LLC
CIK 909661 · Institution · as of Dec 31, 2025
Portfolio value
$17.33B
Positions
145
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$17.33B-2.1%Positions
145+4.3%Top holdings
Dec 31, 2025View all 145 →
| Company | Value | % of portfolio |
|---|---|---|
| Revolution Medicines, Inc. | $1.16B | 6.7% |
| Microsoft Corp | $1.07B | 6.2% |
| Amazon.com Inc | $1.04B | 6.0% |
| Aon plc | $940.51M | 5.4% |
| Natera, Inc. | $896.74M | 5.2% |
| Boston Scientific Corp | $709.36M | 4.1% |
| Exelixis, Inc. | $688.55M | 4.0% |
| BridgeBio Pharma, Inc. | $688.29M | 4.0% |
| Protagonist Therapeutics Inc | $536.62M | 3.1% |
| Westinghouse Air Brake Technologies Corp | $528.50M | 3.1% |
| Unitedhealth Group Inc | $527.81M | 3.0% |
| Cyberark Software Ltd | $469.72M | 2.7% |
| Walt Disney Co | $469.41M | 2.7% |
| Synopsys Inc | $469.34M | 2.7% |
| Thermo Fisher Scientific Inc. | $368.35M | 2.1% |
| Lantheus Holdings, Inc. | $361.20M | 2.1% |
| Aramark | $344.90M | 2.0% |
| Salesforce Inc | $334.10M | 1.9% |
| Schwab Charles Corp | $333.67M | 1.9% |
| Crinetics Pharmaceuticals, Inc. | $322.74M | 1.9% |
| Broadcom Inc. | $308.86M | 1.8% |
| Liquidia CorpLQDA | $298.55M | 1.7% |
| NASDAQ, Inc. | $290.34M | 1.7% |
| Beam Therapeutics Inc. | $278.95M | 1.6% |
| KKR & Co. Inc. | $257.22M | 1.5% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q3 2025 as of | New | Microsoft Corp | $990.91M | +1.9M | 1,913,135 5.72% of portfolio | high |
| Q3 2025 as of | New | Aon plc | $812.30M | +2.3M | 2,278,017 4.69% of portfolio | high |
| Q3 2025 as of | New | Exelixis, Inc. | $805.41M | +19.5M | 19,501,500 4.65% of portfolio | high |
| Q3 2025 as of | New | Amazon.com Inc | $769.75M | +3.5M | 3,505,700 4.44% of portfolio | high |
| Q3 2025 as of | New | Natera, Inc. | $684.68M | +4.3M | 4,253,452 3.95% of portfolio | high |
| Q3 2025 as of | New | Revolution Medicines, Inc. | $683.02M | +14.6M | 14,625,692 3.94% of portfolio | high |
| Q3 2025 as of | New | Unitedhealth Group Inc | $651.41M | +1.9M | 1,886,500 3.76% of portfolio | high |
| Q3 2025 as of | New | Thermo Fisher Scientific Inc. | $610.27M | +1.3M | 1,258,241 3.52% of portfolio | high |
| Q3 2025 as of | New | HIMS & HERS HEALTH, INC. | $609.56M | +10.7M | 10,746,852 3.52% of portfolio | high |
| Q3 2025 as of | New | Walt Disney Co | $595.28M | +5.2M | 5,198,968 3.44% of portfolio | high |