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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 121 项
建仓 19
增持 42
减持 37
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
—
ZENDESK INC
+$263.44B
3,890,000
+784%
减持
—
SHAW COMMUNICATIONS INC
-$66.04B
9,302,000
-6%
增持
—
LHC GROUP INC
+$61.21B
650,000
+124%
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
—
1LIFE HEALTHCARE INC
+$50.16B
2,925,000
建仓
FHN
FIRST HORIZON CORPORATION
+$32.06B
1,400,000
建仓
—
YAMANA GOLD INC
+$17.67B
3,900,000
增持
—
SWITCH
+$10.55B
2,630,000
+13%
建仓
—
SIGNIFY HEALTH INC
+$10.20B
350,000
增持
—
VMWARE INC
+$10.04B
1,175,623
+16%
减持
TGNA
TEGNA INC
-$8.10B
825,000
-31%
增持
—
ACTIVISION BLIZZARD INC
+$7.60B
4,166,000
+7%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
-$4.27B
931,510
+20%
增持
—
TOWER SEMICONDUCTOR LTD
+$728.0M
1,015,000
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$265.1M
4,650,000
+26%
增持
—
CHANGE HEALTHCARE INC
+$262.5M
18,076,272
+78%
建仓
IBB
ISHARES TR
+$198.8M
1,700,000
清仓
—
COHERENT INC
-$153.9M
0
-100%
减持
HWM
HOWMET AEROSPACE INC
-$130.8M
9,842,353
-29%
增持
TRU
TRANSUNION
-$126.5M
7,907,895
+6%
建仓
HUM
HUMANA INC
+$121.9M
251,200
减持
IQV
IQVIA HLDGS INC
-$116.3M
3,207,582
-0%
增持
—
HORIZON THERAPEUTICS PUB L
+$110.2M
1,780,223
+63%
增持
SPGI
S&P GLOBAL INC
+$108.2M
717,500
+118%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$105.9M
1,122,059
-10%
减持
CSGP
COSTAR GROUP INC
-$93.6M
2,960,185
-40%
清仓
—
MANTECH INTERNATIONAL CORP
-$92.7M
0
-100%
减持
AVTR
AVANTOR INC
-$92.1M
3,679,464
-30%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$92.1M
0
-100%
减持
—
LUFAX HOLDING LTD
-$90.3M
20,536,399
-13%
减持
BSX
BOSTON SCIENTIFIC CORP
-$90.2M
12,151,257
-19%
清仓
—
TURNING POINT THERAPEUTICS I
-$87.3M
0
-100%
减持
—
LABORATORY CORP AMER HLDGS
-$77.5M
215,314
-58%
减持
—
JAZZ PHARMACEUTICALS PLC
-$71.9M
537,500
-42%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$69.0M
694,772
-2%
建仓
—
NIELSEN HLDGS PLC
+$68.5M
2,470,976
增持
—
TWITTER INC
+$66.1M
7,755,000
+6%
增持
YMM
FULL TRUCK ALLIANCE CO LTD
-$63.6M
45,164,743
+14%
清仓
—
BLUEPRINT MEDICINES CORP
-$61.2M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$59.4M
1,068,371
-7%
减持
DT
DYNATRACE INC
-$58.8M
7,202,000
-8%
增持
—
MASIMO CORP
+$56.0M
577,000
+196%
建仓
—
CAZOO GROUP LTD
+$47.0M
100,000,000
增持
NOW
SERVICENOW INC
-$46.7M
493,550
+1%
增持
EXEL
EXELIXIS INC
-$44.4M
10,675,844
+5%
减持
WAB
WABTEC
-$42.5M
3,502,930
-12%
增持
META
META PLATFORMS INC
-$42.0M
1,807,040
+1%
建仓
—
CHEMOCENTRYX INC
+$41.3M
800,000
清仓
—
SAILPOINT TECHNOLOGIES HLDGS
-$41.0M
0
-100%
增持
—
CLARIVATE PLC
+$40.4M
40,546,300
+65%
增持
BEAM
BEAM THERAPEUTICS INC
+$38.6M
3,631,271
+5%
减持
BRKR
BRUKER CORP
-$38.2M
943,800
-33%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$37.1M
464,000
减持
CNC
CENTENE CORP DEL
-$36.4M
4,252,141
-2%
清仓
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$35.1M
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$34.8M
801,400
-3%
减持
—
AON PLC
-$33.8M
808,486
-13%
增持
NYT
NEW YORK TIMES CO
+$33.1M
7,828,073
+14%
建仓
—
APELLIS PHARMACEUTICALS INC
+$32.6M
478,000
清仓
—
VONAGE HLDGS CORP
-$32.5M
0
-100%
减持
SQ
BLOCK INC
-$32.4M
2,584,000
-9%
建仓
—
IRONSOURCE LTD
+$31.4M
9,130,000
建仓
—
GLOBAL BLOOD THERAPEUTICS IN
+$30.6M
450,000
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$29.2M
428,456
-46%
清仓
—
PERSHING SQUARE TONTINE HLDG
-$27.0M
0
-100%
清仓
NVAX
NOVAVAX INC
-$25.6M
0
-100%
增持
BIIB
BIOGEN INC
+$24.8M
305,499
+10%
增持
SHW
SHERWIN WILLIAMS CO
+$24.1M
1,279,492
+20%
建仓
—
IVERIC BIO INC
+$23.6M
1,317,000
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$22.6M
549,673
+40%
清仓
—
RADIUS HEALTH INC
-$21.9M
0
-100%
减持
—
AMYRIS INC
-$21.3M
6,126,642
-71%
增持
ABBV
ABBVIE INC
+$19.9M
725,112
+43%
增持
V
VISA INC
-$19.4M
1,512,210
+3%
清仓
—
ATOTECH LTD
-$17.6M
0
-100%
清仓
—
SANDERSON FARMS INC
-$17.2M
0
-100%
增持
—
VNET GROUP INC
+$14.3M
87,250,000
+21%
减持
RVMD
REVOLUTION MEDICINES INC
-$14.0M
2,500,000
-23%
清仓
—
HEALTHCARE TR AMER INC
-$14.0M
0
-100%
增持
AGIO
AGIOS PHARMACEUTICALS INC
+$12.8M
1,496,829
+12%
增持
—
CATALENT INC
-$11.3M
465,755
+11%
增持
GOOG
ALPHABET INC
+$10.4M
3,371,140
+2251%
增持
EFX
EQUIFAX INC
+$10.4M
1,785,097
+10%
增持
INSP
INSPIRE MED SYS INC
+$10.0M
481,996
+17%
清仓
—
ARCLIGHT CLEAN TRANSITION II
-$9.8M
0
-100%
建仓
LEGN
LEGEND BIOTECH CORP
+$9.7M
237,714
减持
CYTK
CYTOKINETICS INC
-$9.7M
1,621,038
-28%
减持
—
VENTYX BIOSCIENCES INC
-$8.9M
70,000
-92%
增持
MSFT
MICROSOFT CORP
+$8.3M
1,439,178
+13%
减持
—
IQIYI INC
+$6.8M
233,574,000
-5%
减持
ARMK
ARAMARK
+$6.4M
15,921,642
-1%
增持
CRM
SALESFORCE INC
+$6.2M
2,060,938
+17%
清仓
—
CDK GLOBAL INC
-$5.8M
0
-100%
减持
—
GENERATION BIO CO
-$5.7M
2,500,000
-14%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$5.4M
754,950
-36%
减持
COGT
COGENT BIOSCIENCES INC
-$5.4M
245,139
-75%
减持
—
KARUNA THERAPEUTICS INC
+$5.3M
80,000
-20%
建仓
VNET
VNET GROUP INC
+$4.5M
825,000
增持
—
JOYY INC
+$4.5M
51,548,000
+6%
增持
CVS
CVS HEALTH CORP
+$4.3M
1,256,259
+1%
清仓
QTRX
QUANTERIX CORP
-$4.2M
0
-100%
增持
—
IQIYI INC
+$4.2M
186,100,000
+3%
增持
BX
BLACKSTONE INC
+$3.3M
3,114,951
+10%
建仓
—
EXSCIENTIA PLC
+$3.3M
400,000
清仓
RCEL
AVITA MEDICAL INC
-$2.8M
0
-100%
减持
CRBU
CARIBOU BIOSCIENCES INC
-$2.5M
896,369
-59%
减持
NTRA
NATERA INC
+$1.8M
227,953
-1%
减持
GPOR
GULFPORT ENERGY CORP
-$1.7M
116,408
-23%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
+$1.5M
3,651,887
-1%
建仓
—
BIOHAVEN LTD
+$1.5M
235,000
清仓
—
IKENA ONCOLOGY INC
-$1.3M
0
-100%
增持
—
JOYY INC
+$1.3M
10,415,000
+16%
清仓
LIANY
LIANBIO
-$1.1M
0
-100%
减持
—
THESEUS PHARMACEUTICALS INC
-$972.0K
223,149
-46%
增持
SVRA
SAVARA INC
+$801.0K
9,908,086
+3%
清仓
ANNX
ANNEXON INC
-$490.0K
0
-100%
增持
—
ASTRAZENECA PLC
+$377.0K
5,584,962
+21%
清仓
—
ENERGY VAULT HOLDINGS INC
-$352.0K
0
-100%
增持
—
SEA LTD
-$299.0K
136,116,000
+5%
建仓
—
OPAL FUELS INC
+$218.0K
150,000
清仓
—
ARCLIGHT CLEAN TRANSITION II
-$158.0K
0
-100%
减持
—
BLUEROCK RESIDENTIAL GWT REI
-$94.0K
486,902
-2%
