AI Analysis · Q1 2026 · Q1 2026
FARALLON CAPITAL MANAGEMENT LLC filed Q1 2026 13F-HR with $21.2B in disclosed U.S. equity holdings The portfolio is led by Healthcare exposure, with top positions including 78462F953 (8.5%), RVMD (7.5%), AMZN (5.0%). Quarter-over-quarter activity shows 50 new entries and 2 exits, with a net additive posture across 52 changed positions. Notable new position: 78462F953 $$0.0B.
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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