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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 23 项建仓 3增持 3减持 9清仓 8

方向

标的

Δ市值

现股数(环比)

建仓

ILMN ILLUMINA INC

+$136.5M

980,084

增持

SWX SOUTHWEST GAS HLDGS INC

+$94.9M

4,769,098 +39%

清仓

KVUE KENVUE INC

-$90.6M

0 -100%

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。

— ENDEAVOR GROUP HLDGS INC

减持

AQN ALGONQUIN PWR UTILS CORP

-$55.1M

1,011,946 -90%

清仓

TKO TKO GROUP HOLDINGS INC

-$42.1M

0 -100%

减持

KNF KNIFE RIVER CORP

-$36.7M

1,317,206 -48%

减持

— LIBERTY MEDIA CORP DEL

-$33.6M

369,460 -79%

增持

KOF COCA-COLA FEMSA SAB DE CV

+$26.0M

659,924 +42%

减持

— LIBERTY MEDIA CORP DEL

-$20.8M

192,258 -81%

减持

UBER UBER TECHNOLOGIES INC

+$17.8M

1,401,302 -6%

增持

AMZN AMAZON COM INC

+$13.5M

517,629 +1%

减持

WGS GENEDX HOLDINGS CORP

-$5.2M

2,473,781 -25%

减持

FMX FOMENTO ECONOMICO MEXICANO S

+$4.9M

772,087 -12%

清仓

BOOT BOOT BARN HLDGS INC

-$1.2M

0 -100%

减持

— ARDAGH METAL PACKAGING S A

-$1.2M

398,835 -54%

清仓

AAPL APPLE INC

-$667.7K

0 -100%

清仓

UNP UNION PAC CORP

-$407.3K

0 -100%

建仓

RVMD REVOLUTION MEDICINES INC

+$335.5K

11,698

清仓

— EQRX INC

-$233.5K

0 -100%

建仓

FLYX/WS FLYEXCLUSIVE INC

+$44.2K

200,832

清仓

— EG ACQUISITION CORP

-$34.3K

0 -100%

清仓

— BLUESCAPE OPPORTUNITIES ACQU

-$4.3K

0 -100%