Institutions / FARALLON CAPITAL MANAGEMENT LLC / Holdings

Farallon Capital Management LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Revolution Medicines, Inc.	—	$1.16B	14,582,796	6.7%
MICROSOFT CORP	—	$1.07B	2,214,079	6.2%
Amazon.com Inc	—	$1.04B	4,499,894	6.0%
Aon plc	—	$940.51M	2,665,238	5.4%
Natera, Inc.	—	$896.74M	3,914,366	5.2%
BOSTON SCIENTIFIC CORP	—	$709.36M	7,439,564	4.1%
EXELIXIS, INC.	—	$688.55M	15,709,500	4.0%
BridgeBio Pharma, Inc.	—	$688.29M	8,998,463	4.0%
PROTAGONIST THERAPEUTICS INC	—	$536.62M	6,144,006	3.1%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	—	$528.50M	2,476,003	3.1%
UNITEDHEALTH GROUP INC	—	$527.81M	1,598,906	3.0%
CYBERARK SOFTWARE LTD	—	$469.72M	1,053,040	2.7%
Walt Disney Co	—	$469.41M	4,125,991	2.7%
SYNOPSYS INC	—	$469.34M	999,200	2.7%
THERMO FISHER SCIENTIFIC INC.	—	$368.35M	635,685	2.1%
Lantheus Holdings, Inc.	—	$361.20M	5,427,479	2.1%
Aramark	—	$344.90M	9,357,046	2.0%
Salesforce Inc	—	$334.10M	1,261,177	1.9%
SCHWAB CHARLES CORP	—	$333.67M	3,339,657	1.9%
Crinetics Pharmaceuticals, Inc.	—	$322.74M	6,933,098	1.9%
Broadcom Inc.	—	$308.86M	892,400	1.8%
Liquidia CorpLQDA	Common Stock	$298.55M	8,656,038	1.7%
NASDAQ, Inc.	—	$290.34M	2,989,213	1.7%
Beam Therapeutics Inc.	—	$278.95M	10,063,111	1.6%
KKR & Co. Inc.	—	$257.22M	2,017,700	1.5%
Alphabet Inc.	—	$246.97M	787,040	1.4%
MCKESSON CORP	—	$245.18M	298,900	1.4%
Visa Inc	—	$244.06M	695,910	1.4%
NEW YORK TIMES CO	—	$227.74M	3,280,678	1.3%
DAYFORCE, INC.	—	$202.29M	2,925,000	1.2%
GRAIL, Inc.	—	$200.51M	2,342,684	1.2%
BITWISE 10 CRYPTO INDEX ETF	—	$198.93M	3,385,500	1.1%
CBRE Group Inc	—	$158.18M	983,771	0.9%
AGIOS PHARMACEUTICALS, INC.	—	$140.44M	5,159,505	0.8%
CENTESSA PHARMACEUTICALS PLC	—	$134.48M	5,377,068	0.8%
Beta Bionics, Inc.	—	$131.45M	4,313,920	0.8%
CARDINAL HEALTH INC	—	$118.37M	576,000	0.7%
Tango Therapeutics, Inc.	—	$115.72M	13,061,411	0.7%
HIMS & HERS HEALTH, INC.	—	$109.98M	3,386,986	0.6%
ISHARES BITCOIN TRUST ETF	—	$106.11M	2,137,100	0.6%
Mastercard Inc	—	$98.57M	172,671	0.6%
CIDARA THERAPEUTICS INC	—	$84.56M	382,800	0.5%
TENET HEALTHCARE CORP	—	$73.95M	372,153	0.4%
Welltower, Inc.	—	$63.66M	343,000	0.4%
TransUnion	—	$57.88M	675,000	0.3%
Tyra Biosciences, Inc.	—	$54.34M	2,066,818	0.3%
VNET Group, Inc.VNET	ADR	$53.17M	6,285,386	0.3%
ABIVAX SA	—	$52.19M	387,000	0.3%
ENANTA PHARMACEUTICALS INC	—	$43.72M	2,772,262	0.3%
ASSEMBLY BIOSCIENCES, INC.ASMB	Common Stock	$41.75M	1,227,590	0.2%