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Farallon Capital Management

CIK 0000909661 · SEC 13F-HR filings · 50 holdings · Q1 2026

Holdings detail for selected institution and quarter
Issuer Ticker Shares Value (USD) Δ Shares Δ Value Type
JOHNSON & JOHNSONJNJ148,000$36MNew$36MNEW POSITIONShares
ENANTA PHARMACEUTICALS INCENTA2,871,862$36MNew$36MNEW POSITIONShares
IMMUNOVANT INCIMVT1,546,000$38MNew$38MNEW POSITIONShares
WELLTOWER INCWELL200,000$40MNew$40MNEW POSITIONShares
ACADIA HEALTHCARE COMPANY INACHC1,736,800$41MNew$41MNEW POSITIONShares
MERCK & CO INCMRK361,000$43MNew$43MNEW POSITIONShares
VNET GROUP INC45,000,000$45MNew$45MNEW POSITIONPrincipal
ASTRAZENECA PLCAZN226,499$45MNew$45MNEW POSITIONShares
CG ONCOLOGY INCCGON674,000$46MNew$46MNEW POSITIONShares
BAIDU INCBIDU443,785$49MNew$49MNEW POSITIONShares
TWIST BIOSCIENCE CORPTWST1,427,650$68MNew$68MNEW POSITIONShares
BRIGHTSPRING HEALTH SVCS INCBTSG1,617,000$69MNew$69MNEW POSITIONShares
DIANTHUS THERAPEUTICS INCDNTH836,000$70MNew$70MNEW POSITIONShares
VAXCYTE INCPCVX1,261,000$73MNew$73MNEW POSITIONShares
CARDINAL HEALTH INCCAH368,000$78MNew$78MNEW POSITIONShares
TENET HEALTHCARE CORPTHC452,153$85MNew$85MNEW POSITIONShares
TYRA BIOSCIENCES INCTYRA3,580,818$137MNew$137MNEW POSITIONShares
GRAIL INCGRAL3,253,684$168MNew$168MNEW POSITIONShares
TANGO THERAPEUTICS INCTNGX9,097,411$190MNew$190MNEW POSITIONShares
CENTESSA PHARMACEUTICALS PLCCNTA4,809,000$191MNew$191MNEW POSITIONShares
AGIOS PHARMACEUTICALS INCAGIO5,684,000$192MNew$192MNEW POSITIONShares
MCKESSON CORPMCK234,300$203MNew$203MNEW POSITIONShares
MASTERCARD INCORPORATEDMA435,071$217MNew$217MNEW POSITIONShares
DISNEY WALT CODIS2,401,591$231MNew$231MNEW POSITIONShares
BEAM THERAPEUTICS INCBEAM10,134,696$242MNew$242MNEW POSITIONShares
ARAMARKARMK6,135,431$249MNew$249MNEW POSITIONShares
VISA INCV840,710$254MNew$254MNEW POSITIONShares
ROIVANT SCIENCES LTDROIV9,675,000$268MNew$268MNEW POSITIONShares
ALPHABET INCGOOG996,231$286MNew$286MNEW POSITIONShares
CRINETICS PHARMACEUTICALS INCRNX8,338,098$303MNew$303MNEW POSITIONShares
LIQUIDIA CORPORATIONLQDA8,656,038$327MNew$327MNEW POSITIONShares
SCHWAB CHARLES CORPSCHW3,955,657$372MNew$372MNEW POSITIONShares
WABTECWAB1,609,403$402MNew$402MNEW POSITIONShares
LANTHEUS HLDGS INCLNTH5,583,479$424MNew$424MNEW POSITIONShares
KKR & CO INCKKR4,671,800$432MNew$432MNEW POSITIONShares
THERMO FISHER SCIENTIFIC INCTMO881,485$433MNew$433MNEW POSITIONShares
BOSTON SCIENTIFIC CORPBSX7,470,684$469MNew$469MNEW POSITIONShares
SYNOPSYS INCSNPS1,213,300$481MNew$481MNEW POSITIONShares
UNITEDHEALTH GROUP INCUNH1,821,706$493MNew$493MNEW POSITIONShares
BROADCOM INCAVGO1,779,500$551MNew$551MNEW POSITIONShares
EXELIXIS INCEXEL13,111,010$562MNew$562MNEW POSITIONShares
NATERA INCNTRA3,207,366$641MNew$641MNEW POSITIONShares
PROTAGONIST THERAPEUTICS INCPTGX6,348,906$669MNew$669MNEW POSITIONShares
INVESCO EXCHANGE TRADED FD T3,600,000$691MNew$691MNEW POSITIONShares
BRIDGEBIO PHARMA INCBBIO9,365,463$695MNew$695MNEW POSITIONShares
AON PLCAON2,512,638$811MNew$811MNEW POSITIONShares
MICROSOFT CORPMSFT2,344,779$868MNew$868MNEW POSITIONShares
AMAZON COM INCAMZN4,218,394$879MNew$879MNEW POSITIONShares
REVOLUTION MEDICINES INCRVMD13,604,796$1.3BNew$1.3BNEW POSITIONShares
STATE STR SPDR S&P 500 ETF T2,300,000$1.5BNew$1.5BNEW POSITIONShares