#1
RVMDREVOLUTION MEDICINES INC
- Reported value
- $1.32B
- Portfolio weight
- 7.54%
Quarterly change: decreased -6.7%
Institutional 13F data
Farallon Capital Management, L.L.C. 13F
See 162 stock and ETF positions for Q1 2026, including 74 new or increased positions and 62 reductions or exits, with the original SEC filing. Put and call options are excluded.
13F filing follow-along calculator
If KRW 1,000,000 followed the new and increased positions
Checking current prices and calculating the KRW 1,000,000 result.
Farallon Capital Management, L.L.C. 13F top holdings
Q1 2026 · 162 stock & ETF positions · Filed 2026-05-15 · Data updated 2026-06-09
Ranked by quarter-end stock and ETF value reported on Form 13F. Put and call options are excluded. These are not current market values or execution prices.
- Reported stock & ETF value
- $15.26B
- Top 10 concentration
- 49.1%
- Reported value
- $878.56M
- Portfolio weight
- 5.01%
Quarterly change: decreased -6.3%
- Reported value
- $867.97M
- Portfolio weight
- 4.95%
Quarterly change: increased +5.9%
#4
AONAON PLC
- Reported value
- $811.03M
- Portfolio weight
- 4.62%
Quarterly change: decreased -5.7%
#5
BBIOBRIDGEBIO PHARMA INC
- Reported value
- $695.48M
- Portfolio weight
- 3.96%
Quarterly change: increased +4.1%
#6
PTGXPROTAGONIST THERAPEUTICS INC
- Reported value
- $669.17M
- Portfolio weight
- 3.81%
Quarterly change: increased +3.3%
- Reported value
- $641.44M
- Portfolio weight
- 3.66%
Quarterly change: decreased -18.1%
#8
EXELEXELIXIS INC
- Reported value
- $562.33M
- Portfolio weight
- 3.21%
Quarterly change: decreased -16.5%
- Reported value
- $550.77M
- Portfolio weight
- 3.14%
Quarterly change: increased +99.4%
#10
UNHUNITEDHEALTH GROUP INC
- Reported value
- $492.94M
- Portfolio weight
- 2.81%
Quarterly change: increased +13.9%
#11
SNPSSYNOPSYS INC
- Reported value
- $481.05M
- Portfolio weight
- 2.74%
Quarterly change: increased +21.4%
#12
BSXBOSTON SCIENTIFIC CORP
- Reported value
- $468.79M
- Portfolio weight
- 2.67%
Quarterly change: unchanged
Largest new or increased positions
- Reported value
- $867.97M
- Portfolio weight
- 4.95%
Quarterly change: increased +5.9%
#2
BBIOBRIDGEBIO PHARMA INC
- Reported value
- $695.48M
- Portfolio weight
- 3.96%
Quarterly change: increased +4.1%
#3
PTGXPROTAGONIST THERAPEUTICS INC
- Reported value
- $669.17M
- Portfolio weight
- 3.81%
Quarterly change: increased +3.3%
- Reported value
- $550.77M
- Portfolio weight
- 3.14%
Quarterly change: increased +99.4%
#5
UNHUNITEDHEALTH GROUP INC
- Reported value
- $492.94M
- Portfolio weight
- 2.81%
Quarterly change: increased +13.9%
#6
SNPSSYNOPSYS INC
- Reported value
- $481.05M
- Portfolio weight
- 2.74%
Quarterly change: increased +21.4%
#7
TMOTHERMO FISHER SCIENTIFIC INC
- Reported value
- $433.28M
- Portfolio weight
- 2.47%
Quarterly change: increased +38.7%
- Reported value
- $432.14M
- Portfolio weight
- 2.46%
Quarterly change: increased +131.5%
Latest 13F filing snapshot
- Reporting period
- 2026-03-31
- Filed
- 2026-05-15
- Stock & ETF positions
- 162
- New or increased
- 74
- Reduced or exited
- 62
- Unchanged
- 59
Top reported buys
SLSTENBCRNXFLEX
Counts cover unique stock and ETF positions and exclude put and call options, so they can differ from the SEC information-table row count. Form 13F reports quarter-end holdings and does not reveal every trade date or execution price.
View original SEC filings ↗Detailed changes for published stocks
2026-03-31 · NTRA · decreased -18.1%
- Shares
- 3,207,366
- Share change
- -708,832
- Reported value
- $641,441,126
- Filed
- 2026-05-15