小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 142 项
建仓 25
增持 49
减持 38
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
—
VMWARE INC
+$115.12B
1,010,000
建仓
—
SWITCH
+$78.06B
2,330,000
建仓
SIMO
SILICON MOTION TECHNOLOGY CO
+$64.99B
776,510
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。
建仓
—
LHC GROUP INC
+$45.16B
290,000
建仓
—
TOWER SEMICONDUCTOR LTD
+$43.87B
950,000
增持
—
ACTIVISION BLIZZARD INC
+$33.73B
3,880,000
+16%
减持
—
ZENDESK INC
+$32.52B
440,000
-30%
减持
—
SHAW COMMUNICATIONS INC
-$22.03B
9,917,000
-2%
增持
TGNA
TEGNA INC
-$1.38B
1,200,000
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$1.18B
3,700,000
-35%
清仓
—
ZYNGA INC
-$424.8M
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$335.4M
0
-100%
清仓
—
CERNER CORP
-$312.5M
0
-100%
建仓
DT
DYNATRACE INC
+$309.5M
7,847,000
建仓
CSGP
COSTAR GROUP INC
+$299.8M
4,963,185
建仓
—
BIOHAVEN PHARMACTL HLDG CO L
+$283.8M
1,947,820
建仓
—
TWITTER INC
+$273.9M
7,325,000
清仓
AVGO
BROADCOM INC
-$257.4M
0
-100%
增持
YMM
FULL TRUCK ALLIANCE CO LTD
+$204.9M
39,675,743
+71%
增持
—
CLARIVATE PLC
+$194.3M
24,557,800
+182%
减持
META
META PLATFORMS INC
-$171.9M
1,781,040
-14%
增持
—
CHANGE HEALTHCARE INC
+$163.0M
10,165,000
+211%
减持
—
HORIZON THERAPEUTICS PUB L
-$155.8M
1,093,160
-26%
减持
GOOG
ALPHABET INC
-$155.0M
143,407
-15%
减持
WAB
WABTEC
-$144.5M
3,989,933
-19%
减持
NYT
NEW YORK TIMES CO
-$144.4M
6,880,804
-6%
减持
BSX
BOSTON SCIENTIFIC CORP
-$136.3M
15,047,257
-4%
减持
ARMK
ARAMARK
-$129.3M
16,008,017
-3%
增持
—
TWITTER INC
+$126.3M
165,500,000
+562%
增持
SQ
BLOCK INC
-$123.3M
2,839,000
+29%
减持
BX
BLACKSTONE INC
-$113.7M
2,821,451
-3%
增持
—
PINDUODUO INC
+$111.1M
184,010,000
+209%
建仓
SPGI
S&P GLOBAL INC
+$110.9M
329,000
减持
ABBV
ABBVIE INC
-$108.1M
505,515
-56%
清仓
—
ANAPLAN INC
-$102.1M
0
-100%
清仓
—
NIELSEN HLDGS PLC
-$101.3M
0
-100%
建仓
—
SEA LTD
+$94.9M
130,000,000
增持
—
JAZZ PHARMACEUTICALS PLC
+$92.3M
920,100
+180%
建仓
—
TURNING POINT THERAPEUTICS I
+$87.3M
1,160,000
增持
CRM
SALESFORCE INC
-$83.0M
1,758,938
+0%
减持
—
AON PLC
-$79.8M
928,486
-8%
增持
BEKE
KE HLDGS INC
+$71.0M
9,958,500
+14%
减持
MSFT
MICROSOFT CORP
-$69.6M
1,272,878
-1%
增持
—
ASTRAZENECA PLC
+$68.7M
4,629,962
+29%
减持
SHW
SHERWIN WILLIAMS CO
-$67.9M
1,062,592
-13%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$67.7M
3,176,773
-49%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$61.7M
710,772
+1%
增持
—
MANTECH INTERNATIONAL CORP
+$60.4M
971,595
+159%
清仓
EXAS
EXACT SCIENCES CORP
-$56.1M
0
-100%
增持
HWM
HOWMET AEROSPACE INC
-$54.5M
13,837,353
+2%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$52.3M
787,910
-23%
减持
—
HEALTHCARE TR AMER INC
-$50.1M
500,000
-76%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$47.9M
1,242,459
+2%
清仓
—
ORTHO CLINICAL DIAGNOSTICS H
-$45.3M
0
-100%
增持
TRU
TRANSUNION
-$42.6M
7,462,996
+21%
清仓
DIDIY
DIDI GLOBAL INC
-$42.2M
0
-100%
清仓
RGEN
REPLIGEN CORP
-$41.9M
0
-100%
减持
NOW
SERVICENOW INC
-$41.1M
490,150
-0%
建仓
—
SAILPOINT TECHNOLOGIES HLDGS
+$41.0M
653,534
减持
NTRA
NATERA INC
-$36.6M
230,552
-79%
增持
AVTR
AVANTOR INC
+$35.4M
5,279,464
+39%
增持
—
AMYRIS INC
-$34.6M
21,209,882
+25%
减持
—
CATALENT INC
-$34.4M
419,755
-41%
增持
—
VNET GROUP INC
+$34.0M
72,250,000
+120%
减持
—
KARUNA THERAPEUTICS INC
-$31.7M
100,000
-71%
增持
—
SUNRUN INC
+$28.5M
62,184,000
+203%
减持
EXEL
EXELIXIS INC
-$26.7M
10,174,273
-3%
增持
CNC
CENTENE CORP DEL
+$26.1M
4,341,194
+7%
建仓
NVAX
NOVAVAX INC
+$25.6M
498,000
建仓
—
MASIMO CORP
+$25.5M
195,000
减持
—
BLUEPRINT MEDICINES CORP
-$25.5M
1,211,987
-11%
增持
—
COHERENT INC
+$25.0M
577,982
+23%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$24.4M
392,696
+3%
增持
IQV
IQVIA HLDGS INC
-$23.5M
3,213,582
+3%
增持
MA
MASTERCARD INCORPORATED
-$21.5M
1,151,271
+7%
增持
ELV
ELEVANCE HEALTH INC
+$21.2M
826,482
+8%
增持
BRKR
BRUKER CORP
+$20.0M
1,406,800
+32%
增持
—
LUFAX HOLDING LTD
+$19.7M
23,740,399
+8%
增持
CYTK
CYTOKINETICS INC
+$18.9M
2,245,038
+19%
建仓
—
ATOTECH LTD
+$17.6M
910,000
建仓
—
SANDERSON FARMS INC
+$17.2M
80,000
减持
GPOR
GULFPORT ENERGY CORP
-$16.1M
150,326
-52%
清仓
—
VEONEER INC
-$15.8M
0
-100%
增持
BIIB
BIOGEN INC
+$15.1M
278,499
+41%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$15.1M
1,126,125
+10%
清仓
PACB
PACIFIC BIOSCIENCES CALIF IN
-$14.8M
0
-100%
增持
BEAM
BEAM THERAPEUTICS INC
-$14.2M
3,472,271
+34%
增持
EFX
EQUIFAX INC
+$12.8M
1,617,357
+36%
减持
CRBU
CARIBOU BIOSCIENCES INC
-$12.4M
2,203,895
-17%
增持
—
VONAGE HLDGS CORP
+$12.4M
1,727,000
+74%
减持
—
CDK GLOBAL INC
-$12.2M
106,514
-71%
减持
QTRX
QUANTERIX CORP
-$11.7M
260,000
-52%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$11.3M
1,185,051
+19%
清仓
—
CASCADE ACQUISITION CORP
-$10.0M
0
-100%
清仓
—
VIRGIN GROUP ACQUISIT CORP II
-$9.9M
0
-100%
清仓
—
PEOPLES UNITED FINANCIAL INC
-$9.7M
0
-100%
增持
—
LABORATORY CORP AMER HLDGS
+$8.2M
518,714
+21%
清仓
—
ZEALAND PHARMA A/S
-$7.7M
0
-100%
减持
—
GENERATION BIO CO
-$6.7M
2,897,300
-17%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$6.6M
0
-100%
建仓
—
SNAP INC
+$6.2M
8,800,000
清仓
—
GLOBAL BLOOD THERAPEUTICS IN
-$5.9M
0
-100%
清仓
—
POINT BIOPHARMA GLOBAL INC
-$5.0M
0
-100%
增持
CVS
CVS HEALTH CORP
-$4.6M
1,246,259
+5%
清仓
—
FIBROGEN INC
-$4.4M
0
-100%
建仓
—
ALVOTECH
+$4.1M
500,000
减持
RCEL
AVITA MEDICAL INC
-$4.0M
580,000
-28%
建仓
—
BLACKLINE INC
+$4.0M
5,000,000
减持
—
THESEUS PHARMACEUTICALS INC
-$3.8M
409,717
-22%
减持
—
VENTYX BIOSCIENCES INC
-$3.7M
930,648
-16%
增持
—
CLEVER LEAVES HOLDINGS INC
-$3.7M
2,466,892
+1%
减持
—
IKENA ONCOLOGY INC
-$3.5M
290,000
-63%
增持
SVRA
SAVARA INC
+$3.4M
9,577,273
+13%
清仓
—
SOUND POINT ACQUISITION CORP
-$3.0M
0
-100%
建仓
—
SOUND POINT ACQUISITION CORP
+$3.0M
300,000
增持
—
IQIYI INC
-$2.9M
180,100,000
+2%
增持
INSP
INSPIRE MED SYS INC
+$2.7M
413,000
+46%
增持
COGT
COGENT BIOSCIENCES INC
+$2.7M
1,000,000
+18%
清仓
—
FERRO CORP
-$2.5M
0
-100%
减持
RC
READY CAPITAL CORP
-$2.4M
472,537
-12%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$2.4M
3,700,608
+226%
增持
—
CHURCHILL CAPITAL CORP VI
+$2.1M
997,767
+27%
增持
V
VISA INC
+$1.5M
1,462,810
+13%
清仓
FATE
FATE THERAPEUTICS INC
-$1.2M
0
-100%
建仓
LIANY
LIANBIO
+$1.1M
500,000
清仓
—
PATRIA LATIN AMRCN OPPRNTY A
-$1.0M
0
-100%
增持
—
LIBERTY MEDIA ACQUISITION CO
+$920.0K
210,000
+82%
清仓
VCYT
VERACYTE INC
-$896.0K
0
-100%
清仓
CMPX
COMPASS THERAPEUTICS INC
-$798.0K
0
-100%
清仓
—
DARIOHEALTH CORP
-$777.0K
0
-100%
减持
BTTX
BETTER THERAPEUTICS INC
-$712.0K
1,000,000
-13%
增持
—
SPOTIFY USA INC
+$694.0K
30,500,000
+11%
建仓
EDU
NEW ORIENTAL ED & TECHNOLOGY
+$265.0K
13,000
减持
ANNX
ANNEXON INC
-$208.0K
130,000
-49%
清仓
—
NEW ORIENTAL ED & TECHNOLOGY
-$150.0K
0
-100%
增持
—
BLUEROCK RESIDENTIAL GWT REI
-$139.0K
499,000
+900%
清仓
—
CASCADE ACQUISITION CORP
-$87.0K
0
-100%
建仓
—
GROVE COLLABORATIVE HOLD INC
+$84.0K
200,000
清仓
—
VIRGIN GROUP ACQUISIT CORP II
-$76.0K
0
-100%
减持
—
TERRAN ORBITAL CORPORATION
-$48.0K
239,233
-28%
减持
—
UTA ACQUISITION CORPORATION
-$36.0K
344,100
-2%
建仓
—
SOUND POINT ACQUISITION CORP
+$21.0K
150,000
