Corvex Management LP

报告期 2026-03-31 · CIK 0001535472

持仓数

前50大市值合计

$2.52B

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:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q3 21Q2

22Q4 调仓2022-09-30 → 2022-12-31 · 共 26 项建仓 6增持 1减持 10清仓 9

方向

标的

Δ市值

现股数(环比)

建仓

— ACTIVISION BLIZZARD INC

+$224.1M

2,927,285

建仓

QQQ INVESCO QQQ TR

+$173.1M

650,000

减持

CRM SALESFORCE INC

-$81.8M

35,768 -94%

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。

清仓

AMZN AMAZON COM INC

-$72.7M

0 -100%

清仓

IWM ISHARES TR

-$56.1M

0 -100%

增持

FMX FOMENTO ECONOMICO MEXICANO S

+$52.5M

2,519,756 +10%

建仓

PPLI IAC INC

+$38.6M

870,155

清仓

UBER UBER TECHNOLOGIES INC

-$38.3M

0 -100%

清仓

SPY SPDR S&P 500 ETF TR

-$37.3M

0 -100%

建仓

— SIRIUS XM HOLDINGS INC

+$29.2M

5,000,000

减持

BOOT BOOT BARN HLDGS INC

-$27.6M

28,392 -94%

减持

— ARDAGH METAL PACKAGING S A

-$27.0M

364,335 -94%

减持

— EQRX INC

-$25.7M

105,200 -98%

减持

CSX CSX CORP

-$24.1M

807,461 -56%

减持

GOOGL ALPHABET INC

-$21.4M

562,780 -24%

减持

MSFT MICROSOFT CORP

-$18.1M

360,807 -20%

清仓

— TWITTER INC

-$15.3M

0 -100%

减持

SWX SOUTHWEST GAS HLDGS INC

-$14.0M

37,770 -84%

减持

— SEMA4 HOLDINGS CORP

-$11.6M

9,148,140 -43%

减持

— SOMALOGIC INC

-$7.1M

40,000 -98%

清仓

— RADIUS GLOBAL INFRASTRCTRE I

-$2.2M

0 -100%

清仓

JPM JPMORGAN CHASE & CO

-$1.3M

0 -100%

清仓

— SITIO ROYALTIES CORP

-$149.0K

0 -100%

建仓

— SITIO ROYALTIES CORP

+$101.0K

878,024

清仓

— LONGVIEW ACQUISITION CORP II

-$14.0K

0 -100%