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FARALLON CAPITAL MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FARALLON CAPITAL MANAGEMENT LLC
报告期 2026-03-31 · CIK 0000909661
持仓数
172
前50大市值合计
$17.01B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 37
增持 38
减持 39
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
—
SHAW COMMUNICATIONS INC
+$35.94B
6,270,000
+24%
清仓
—
ALEXION PHARMACEUTICALS INC
-$1.42B
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$977.6M
6,456,000
-26%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
WILLIS TOWERS WATSON PLC LTD
-$480.1M
1,373,000
-60%
清仓
—
MAXIM INTEGRATED PRODS INC
-$475.7M
0
-100%
清仓
—
SLACK TECHNOLOGIES INC
-$462.4M
0
-100%
减持
—
AON PLC
-$270.2M
1,262,315
-52%
增持
—
KANSAS CITY SOUTHERN
+$181.4M
1,179,032
+143%
建仓
—
MACQUARIE INFRASTR HOLD LLC
+$176.9M
4,361,050
减持
FIS
FIDELITY NATL INFORMATION SV
-$172.5M
2,192,172
-29%
增持
HWM
HOWMET AEROSPACE INC
+$162.6M
10,408,000
+121%
增持
ARMK
ARAMARK
+$147.1M
18,317,656
+50%
建仓
—
CATALENT INC
+$123.8M
930,199
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$118.3M
979,659
-27%
增持
NYT
NEW YORK TIMES CO
+$112.8M
8,136,258
+23%
增持
EFX
EQUIFAX INC
+$105.4M
891,583
+77%
减持
—
MIRATI THERAPEUTICS INC
-$103.1M
238,718
-73%
建仓
—
LABORATORY CORP AMER HLDGS
+$100.2M
355,871
清仓
—
APELLIS PHARMACEUTICALS INC
-$98.0M
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$91.0M
421,400
-38%
增持
—
IQIYI INC
+$90.5M
136,177,000
+205%
增持
TMUS
T-MOBILE US INC
+$88.1M
4,599,011
+33%
增持
NTRA
NATERA INC
+$88.1M
1,300,134
+160%
增持
AVTR
AVANTOR INC
+$87.2M
3,265,151
+150%
增持
—
HORIZON THERAPEUTICS PUB L
+$81.6M
1,172,174
+134%
增持
WAB
WABTEC
+$78.4M
5,945,151
+13%
减持
TRU
TRANSUNION
-$77.4M
2,031,982
-27%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$74.9M
574,907
建仓
—
SOMALOGIC INC
+$72.2M
5,826,473
建仓
CRBU
CARIBOU BIOSCIENCES INC
+$70.7M
2,963,448
增持
ELV
ANTHEM INC
+$70.6M
854,965
+32%
增持
CRM
SALESFORCE COM INC
+$67.0M
1,577,915
+7%
减持
META
FACEBOOK INC
-$64.8M
1,065,745
-13%
增持
BSX
BOSTON SCIENTIFIC CORP
+$63.8M
14,002,581
+10%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
-$62.2M
2,392,000
+3%
减持
CNC
CENTENE CORP DEL
-$61.5M
4,572,875
-4%
清仓
—
JAZZ INVESTMENTS I LTD
-$60.1M
0
-100%
建仓
—
IHS MARKIT LTD
+$60.0M
514,900
减持
—
ACCELERON PHARMA INC
+$58.8M
2,164,663
-13%
清仓
—
THERAVANCE BIOPHARMA INC
-$54.1M
0
-100%
减持
—
AMYRIS INC
-$53.7M
11,718,925
-11%
建仓
—
IMAGO BIOSCIENCES INC
+$53.5M
2,671,313
清仓
—
PROOFPOINT INC
-$52.9M
0
-100%
减持
GOOG
ALPHABET INC
-$52.7M
180,457
-15%
清仓
—
INSMED INC
-$52.5M
0
-100%
建仓
ABBV
ABBVIE INC
+$52.0M
481,848
清仓
—
ASCENDIS PHARMA A/S
-$49.3M
0
-100%
增持
—
IQIYI INC
+$48.9M
80,300,000
+302%
增持
—
IQIYI INC
+$48.7M
184,662,000
+52%
增持
—
BHP GROUP PLC
-$48.0M
6,354,000
+2%
减持
IQV
IQVIA HLDGS INC
-$47.0M
2,703,756
-6%
增持
BEAM
BEAM THERAPEUTICS INC
-$43.6M
1,717,590
+15%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$43.1M
5,214,986
+10%
建仓
PFE
PFIZER INC
+$43.0M
1,000,000
增持
PACB
PACIFIC BIOSCIENCES CALIF IN
+$42.2M
1,992,250
+697%
减持
CYTK
CYTOKINETICS INC
+$40.8M
2,732,775
-5%
减持
MSFT
MICROSOFT CORP
-$37.6M
1,512,578
-12%
建仓
—
JOYY INC
+$36.7M
38,665,000
清仓
—
TURNING POINT THERAPEUTICS I
-$36.3M
0
-100%
减持
AVGO
BROADCOM INC
-$34.7M
650,500
-11%
减持
—
BIOATLA INC
-$32.9M
180,000
-80%
减持
—
QIAGEN NV
-$32.2M
1,473,848
-34%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$30.1M
381,001
-11%
增持
FATE
FATE THERAPEUTICS INC
-$28.3M
2,311,398
+21%
增持
—
LUFAX HOLDING LTD
-$27.8M
14,356,899
+27%
建仓
RGEN
REPLIGEN CORP
+$26.3M
91,070
减持
AGIO
AGIOS PHARMACEUTICALS INC
-$26.1M
818,767
-29%
增持
EXAS
EXACT SCIENCES CORP
+$26.0M
597,598
+139%
减持
BX
BLACKSTONE INC
+$25.6M
2,659,536
-9%
建仓
—
TRILLIUM THERAPEUTICS INC
+$25.2M
1,435,000
清仓
—
TALEND S A
-$24.9M
0
-100%
清仓
—
THERAPEUTICS ACQUISITION COR
-$24.7M
0
-100%
建仓
—
METALS ACQUISITION CORP
+$24.5M
2,475,000
建仓
—
BERENSON ACQUISITION CORP I
+$24.4M
2,475,000
增持
—
FIBROGEN INC
-$23.5M
1,446,212
+1%
减持
NOW
SERVICENOW INC
+$22.0M
496,300
-5%
建仓
—
ASTRAZENECA PLC
+$20.1M
334,000
建仓
CVS
CVS HEALTH CORP
+$19.9M
234,000
建仓
—
PERSHING SQUARE TONTINE HLDG
+$19.7M
1,000,000
增持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$19.5M
796,578
+118%
清仓
TGTX
TG THERAPEUTICS INC
-$19.4M
0
-100%
减持
—
ARENA PHARMACEUTICALS INC
-$18.9M
656,548
-23%
建仓
—
DRAFTKINGS INC
+$18.8M
390,000
建仓
—
INFLECTION POINT ACQUSTN COR
+$18.8M
1,900,000
减持
GPOR
GULFPORT ENERGY CORP
-$18.6M
322,119
-54%
建仓
FIVN
FIVE9 INC
+$18.5M
116,000
建仓
—
POINT BIOPHARMA GLOBAL INC
+$17.6M
2,290,000
建仓
—
MERCURY ECOM ACQUISITION COR
+$16.9M
1,732,500
清仓
—
SHELTER ACQUISITION CORP I
-$16.5M
0
-100%
建仓
—
SHELTER ACQUISITION CORP I
+$16.0M
1,650,000
清仓
—
INHIBRX INC
-$15.7M
0
-100%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$15.5M
0
-100%
减持
V
VISA INC
-$15.1M
1,243,504
-0%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$15.0M
162,000
清仓
PLRX
PLIANT THERAPEUTICS INC
-$14.3M
0
-100%
增持
—
KARUNA THERAPEUTICS INC
+$13.8M
700,000
+11%
减持
SHW
SHERWIN WILLIAMS CO
-$13.5M
969,868
-7%
减持
—
BROADMARK RLTY CAP INC
-$13.4M
4,956,174
-16%
减持
QSI
QUANTUM SI INC
-$13.1M
1,000,000
-43%
减持
—
ORCHARD THERAPEUTICS PLC
-$12.6M
665,200
-79%
增持
BIIB
BIOGEN INC
+$10.6M
170,859
+57%
清仓
—
KARYOPHARM THERAPEUTICS INC
-$10.5M
0
-100%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$9.3M
0
-100%
减持
ANNX
ANNEXON INC
-$9.0M
1,157,261
-15%
增持
MA
MASTERCARD INCORPORATED
-$9.0M
948,100
+2%
增持
NVAX
NOVAVAX INC
+$8.9M
83,713
+109%
清仓
—
ALBIREO PHARMA INC
-$8.8M
0
-100%
建仓
VCYT
VERACYTE INC
+$8.6M
185,222
建仓
—
JOYY INC
+$8.4M
9,000,000
清仓
—
POST HOLDINGS PARTNERING COR
-$8.3M
0
-100%
清仓
—
MEDALLIA INC
-$8.1M
0
-100%
清仓
—
APELLIS PHARMACEUTICALS INC
-$8.0M
0
-100%
建仓
—
KENSINGTON CAPITAL ACQUISITI
+$7.9M
775,200
建仓
—
POST HOLDINGS PARTNERING COR
+$7.7M
800,000
清仓
—
CATALYST PARTNRS ACQUISITN C
-$7.6M
0
-100%
建仓
—
CM LIFE SCIENCES III INC
+$7.4M
750,000
建仓
—
ARYA SCIENCES ACQUISITN CORP V
+$7.4M
745,000
建仓
—
CATALYST PARTNRS ACQUISITN C
+$7.4M
753,900
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$7.3M
814,301
-14%
建仓
—
CORSAIR PARTNERING CORP
+$6.9M
700,000
建仓
—
CHEMOCENTRYX INC
+$6.6M
386,000
增持
NEO
NEOGENOMICS INC
+$6.6M
529,839
+26%
减持
—
ACHILLES THERAPEUTICS PLC
-$6.3M
450,000
-55%
建仓
—
BLUE WHALE ACQUISITION CORP
+$5.8M
575,000
增持
—
HELLO GROUP INC
+$5.5M
123,449,000
+12%
建仓
—
NEXTGEN ACQUISITION CORP II
+$5.5M
550,914
清仓
KRYS
KRYSTAL BIOTECH INC
-$5.1M
0
-100%
清仓
—
SOARING EAGLE ACQUISITION CO
-$5.0M
0
-100%
清仓
—
IMMUNOGEN INC
-$4.9M
0
-100%
清仓
—
FIFTH WALL ACQUISITION CORP
-$4.9M
0
-100%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$4.9M
5,339,994
+2%
清仓
KURA
KURA ONCOLOGY INC
-$4.2M
0
-100%
建仓
TNGX
TANGO THERAPEUTICS INC
+$3.9M
300,000
减持
EXEL
EXELIXIS INC
+$3.8M
9,659,712
-12%
增持
RVMD
REVOLUTION MEDICINES INC
-$3.7M
2,750,000
+10%
增持
—
AUSTERLITZ ACQUISITION CORP I
+$3.5M
2,456,887
+16%
清仓
—
BCTG ACQUISITION CORP
-$3.4M
0
-100%
增持
—
ZOGENIX INC
+$3.1M
2,766,935
+23%
增持
YMM
FULL TRUCK ALLIANCE CO LTD
-$3.0M
815,000
+7%
减持
—
KHOSLA VENTURES ACQUSTN CO II
-$2.9M
1,900,787
-16%
清仓
—
FINCH THERAPEUTICS GROUP INC
-$2.6M
0
-100%
减持
GRFS
GRIFOLS S A
-$2.2M
53,133
-69%
清仓
—
COVANTA HLDG CORP
-$2.0M
0
-100%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$2.0M
2,085,077
-9%
清仓
—
CEREVEL THERAPEUTICS HLDNG I
-$1.9M
0
-100%
减持
—
BLUEPRINT MEDICINES CORP
-$1.9M
944,403
-16%
清仓
GOSS
GOSSAMER BIO INC
-$1.6M
0
-100%
清仓
—
THERAVANCE BIOPHARMA INC
-$1.4M
0
-100%
减持
NUVB
NUVATION BIO INC
-$1.3M
2,210,000
-12%
清仓
—
PHARVARIS N V
-$1.3M
0
-100%
