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Farallon Capital Management LLC
institutionel investor · portefølje $21.7 mia. · 89 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 186
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Revolution Medicines, Inc. US:RVMD | 13 550 796 | $2.54 mia. | 14.98% | −54 000 |
| ELECTRONIC ARTS INC CUSIP 285512109 | 7 919 500 | $1.62 mia. | 9.58% | ny |
| BridgeBio Pharma Inc US:BBIO | 10 743 063 | $800 mio. | 4.72% | +1 377 600 |
| Protagonist Therapeutics Inc US:PTGX | 6 348 906 | $778 mio. | 4.59% | — |
| Exelixis Inc US:EXEL | 13 468 010 | $733 mio. | 4.32% | +357 000 |
| Liquidia Technologies Inc US:LQDA | 8 365 038 | $667 mio. | 3.94% | −291 000 |
| Amazon.com, Inc. US:AMZN | 2 632 994 | $628 mio. | 3.70% | −1 585 400 |
| Lantheus Holdings Inc US:LNTH | 5 583 479 | $619 mio. | 3.66% | — |
| Natera, Inc. US:NTRA | 2 218 366 | $602 mio. | 3.55% | −989 000 |
| UNITEDHEALTH GROUP INC US:UNH | 1 270 532 | $528 mio. | 3.12% | −551 174 |
| Thermo Fisher Scientific Inc US:TMO | 1 049 185 | $526 mio. | 3.10% | +167 700 |
| ROIVANT SCIENCES LTD CUSIP G76279101 | 14 309 000 | $506 mio. | 2.99% | +4 634 000 |
| AON PLC CUSIP G0403H108 | 1 382 562 | $459 mio. | 2.71% | −1 130 076 |
| Boston Scientific Corp US:BSX | 10 521 184 | $449 mio. | 2.65% | +3 050 500 |
| Broadcom Inc. US:AVGO | 1 151 800 | $435 mio. | 2.57% | −627 700 |
| Microsoft Corporation US:MSFT | 1 112 863 | $415 mio. | 2.45% | −1 231 916 |
| Tango Therapeutics, Inc. US:TNGX | 12 277 000 | $384 mio. | 2.26% | +3 179 589 |
| KKR & Co. Inc. US:KKR | 4 118 300 | $378 mio. | 2.23% | −553 500 |
| Synopsys Inc US:SNPS | 829 600 | $370 mio. | 2.18% | −383 700 |
| Beam Therapeutics Inc. US:BEAM | 10 236 396 | $351 mio. | 2.07% | +101 700 |
| CRINETICS PHARMACEUTICALS IN CUSIP 22663K107 | 8 989 098 | $336 mio. | 1.99% | +651 000 |
| GRAIL, LLC US:GRAL | 4 161 584 | $284 mio. | 1.68% | +907 900 |
| Westinghouse Air Brake Techn… US:WAB | 894 503 | $241 mio. | 1.42% | −714 900 |
| Immunovant, Inc. US:IMVT | 5 805 000 | $224 mio. | 1.32% | +4 259 000 |
| Twist Bioscience Corp US:TWST | 2 136 400 | $220 mio. | 1.30% | +708 750 |
| Agios Pharm US:AGIO | 5 917 400 | $220 mio. | 1.30% | +233 400 |
| Aramark Holdings US:ARMK | 3 625 731 | $206 mio. | 1.22% | −2 509 700 |
| BAIDU INC US:BIDU · depotbevis | 1 203 785 | $138 mio. | 0.81% | +760 000 |
| Novo Nordisk A/S US:NVO · depotbevis | 2 619 000 | $126 mio. | 0.74% | +1 837 000 |
| Acadia Healthcare Company, I… US:ACHC | 4 220 800 | $125 mio. | 0.74% | +2 484 000 |
| BrightSpring Health Services… US:BTSG | 1 732 800 | $121 mio. | 0.71% | +115 800 |
| ASTRAZENECA PLC CUSIP G0593M107 | 574 000 | $109 mio. | 0.64% | +347 501 |
| Johnson & Johnson US:JNJ | 408 000 | $104 mio. | 0.61% | +260 000 |
| Parabilis Medicines, Inc. US:PBLS | 2 368 200 | $64.8 mio. | 0.38% | ny |
| Novartis AG ADR US:NVS · depotbevis | 363 000 | $56.9 mio. | 0.34% | ny |
| Guardant Health Inc US:GH | 322 200 | $48.3 mio. | 0.29% | +314 200 |
| Avalo Therapeutics Inc US:AVTX | 2 498 000 | $46.2 mio. | 0.27% | +1 582 000 |
| JOYY Inc US:JOYY · depotbevis | 699 200 | $46.1 mio. | 0.27% | +121 000 |
| Assembly Biosciences Inc US:ASMB | 1 604 590 | $44.1 mio. | 0.26% | +377 000 |
| Enanta Pharmaceuticals Inc US:ENTA | 2 418 202 | $35.3 mio. | 0.21% | −453 660 |
| Maze Therapeutics, Inc. US:MAZE | 1 107 814 | $33.1 mio. | 0.20% | +734 814 |
| MERCK & CO INC US:MRK | 199 000 | $25.6 mio. | 0.15% | −162 000 |
| Warby Parker Inc US:WRBY | 828 000 | $25.1 mio. | 0.15% | ny |
| PERCEPTIVE CAP SOLUTIONS COR CUSIP G70077105 | 2 250 000 | $24.5 mio. | 0.14% | — |
| Kailera Therapeutics, Inc. US:KLRA | 1 100 000 | $24.2 mio. | 0.14% | ny |
| Rio Tinto ADR US:RIO · depotbevis | 183 475 | $17.4 mio. | 0.10% | +129 675 |
| AXALTA COATING SYS LTD CUSIP G0750C108 | 478 000 | $16.4 mio. | 0.10% | ny |
| ABIVAX US:ABVX · depotbevis | 122 000 | $16.3 mio. | 0.10% | +120 000 |
| VNET Group Inc DRC US:VNET · depotbevis | 1 992 000 | $16.0 mio. | 0.09% | +1 368 653 |
| NetEase Inc US:NTES · depotbevis | 123 500 | $15.8 mio. | 0.09% | −167 719 |
| Biogen Inc US:BIIB | 71 000 | $15.3 mio. | 0.09% | ny |
| Taysha Gene Therapies Inc US:TSHA | 2 250 000 | $15.3 mio. | 0.09% | ny |
| Mobia Medical, Inc. US:MOBI | 1 128 557 | $15.1 mio. | 0.09% | ny |
| Minerva Neurosciences Inc US:NERV | 2 365 000 | $13.1 mio. | 0.08% | — |
| Alamar Biosciences, Inc. US:ALMR | 462 900 | $12.5 mio. | 0.07% | ny |
| ALVOTECH CUSIP L01800108 | 2 859 675 | $10.6 mio. | 0.06% | +2 660 000 |
| Beta Bionics, Inc. US:BBNX | 595 000 | $9.32 mio. | 0.06% | −3 012 920 |
| INFLARX NV CUSIP N44821101 | 3 325 000 | $7.45 mio. | 0.04% | ny |
| SCOTTS MIRACLE-GRO CO US:SMG | 88 000 | $5.99 mio. | 0.04% | ny |
| Waystar Holding Corp. US:WAY | 264 900 | $5.44 mio. | 0.03% | ny |
| Brunswick Corporation US:BC | 61 000 | $5.14 mio. | 0.03% | ny |
| Gentex Corporation US:GNTX | 199 000 | $5.03 mio. | 0.03% | ny |
| IDEXX Laboratories Inc US:IDXX | 9 000 | $4.74 mio. | 0.03% | ny |
| Prime Medicine, Inc. US:PRME | 1 240 843 | $4.58 mio. | 0.03% | — |
| Commercial Metals Company US:CMC | 67 000 | $4.20 mio. | 0.02% | ny |
| JATT II ACQUISITION CORP CUSIP G50765109 | 300 000 | $3.41 mio. | 0.02% | ny |
| Sagimet Biosciences Inc. Ser… US:SGMT | 415 000 | $3.21 mio. | 0.02% | ny |
| Summit Midstream Corporation US:SMC | 58 214 | $1.66 mio. | 0.01% | — |
| TEVA PHARMACEUTICAL INDS LTD CUSIP 881624209 | 40 000 | $1.36 mio. | 0.01% | −314 000 |
| Revolution Medicines, Inc. US:RVMDW · anden værdipapirklasse | 120 085 | $1.13 mio. | 0.01% | — |
| Cogent Biosciences Inc US:COGT | 17 000 | $658 t. | 0.00% | — |
| ALEANNA INC CUSIP 01444V111 | 990 000 | $297 t. | 0.00% | — |
| AleAnna, Inc. Class A US:ANNA | 78 400 | $227 t. | 0.00% | — |
| Welltower Inc US:WELL | 1 000 | $227 t. | 0.00% | −199 000 |
| SOLID POWER INC CUSIP 83422N113 | 405 316 | $41.4 t. | 0.00% | — |
| BLUE GOLD LTD CUSIP G1331C112 | 255 800 | $30.7 t. | 0.00% | −44 200 |
| Pacific Biosciences of Calif… US:PACB | 14 200 | $23.9 t. | 0.00% | −120 800 |
| Geron Corporation US:GERN | 14 400 | $18.4 t. | 0.00% | −28 600 |
| NVNI GROUP LIMITED CUSIP G50716110 | 375 000 | $17.6 t. | 0.00% | — |
| Canopy Growth Corp US:CGC | 18 000 | $17.1 t. | 0.00% | −12 000 |
| Rani Therapeutics Holdings I… US:RANI | 20 700 | $15.7 t. | 0.00% | −57 300 |
| Beyond Meat Inc US:BYND | 19 000 | $14.3 t. | 0.00% | — |
| Grifols S.A US:GRFS · depotbevis | 0 (var 28 000) | — | — | solgt |
| Veracyte Inc US:VCYT | 0 (var 7 000) | — | — | solgt |
| Arcutis Biotherapeutics Inc US:ARQT | 0 (var 26 000) | — | — | solgt |
| Molina Healthcare Inc US:MOH | 0 (var 35 000) | — | — | solgt |
| CITIGROUP INC US:C | 0 (var 47 000) | — | — | solgt |
| Scholar Rock Holding Corp US:SRRK | 0 (var 7 000) | — | — | solgt |
| HealthEquity Inc US:HQY | 0 (var 2 800) | — | — | solgt |
| Vertiv Holdings Co US:VRT | 0 (var 19 000) | — | — | solgt |
| Arrowhead Pharmaceuticals In… US:ARWR | 0 (var 15 800) | — | — | solgt |
| NEKTAR THERAPEUTICS US:NKTR | 0 (var 4 000) | — | — | solgt |
| Cummins Inc US:CMI | 0 (var 9 000) | — | — | solgt |
| Schrodinger Inc US:SDGR | 0 (var 17 000) | — | — | solgt |
| Healthcare Realty Trust Inco… US:HR | 0 (var 12 000) | — | — | solgt |
| Vir Biotechnology Inc US:VIR | 0 (var 22 000) | — | — | solgt |
| Atrium Therapeutics, Inc. US:RNA | 0 (var 349 360) | — | — | solgt |
| NeoGenomics Inc US:NEO | 0 (var 19 000) | — | — | solgt |
| Dianthus Therapeutics Inc. US:DNTH | 0 (var 836 000) | — | — | solgt |
| SCHWAB CHARLES CORP US:SCHW | 0 (var 3 955 657) | — | — | solgt |
| Hims Hers Health Inc US:HIMS | 0 (var 10 000) | — | — | solgt |
| Visa Inc. Class A US:V | 0 (var 840 710) | — | — | solgt |
| Axsome Therapeutics Inc US:AXSM | 0 (var 4 000) | — | — | solgt |
| Novavax Inc US:NVAX | 0 (var 22 000) | — | — | solgt |
| Walt Disney Co US:DIS | 0 (var 2 401 591) | — | — | solgt |
| Sellas Life Sciences Group I… US:SLS | 0 (var 40 000) | — | — | solgt |
| Hyatt Hotels Corporation US:H | 0 (var 36 000) | — | — | solgt |
| Western Alliance Bancorporat… US:WAL | 0 (var 73 000) | — | — | solgt |
| Beone Medicines US:ONC · depotbevis | 0 (var 1 100) | — | — | solgt |
| NUVALENT INC CUSIP 670703107 | 0 (var 3 000) | — | — | solgt |
| Dyne Therapeutics Inc US:DYN | 0 (var 10 000) | — | — | solgt |
| GeneDx Holdings Corp. US:WGS | 0 (var 5 000) | — | — | solgt |
| AAR CORP US:AIR | 0 (var 46 000) | — | — | solgt |
| Ionis Pharmaceuticals Inc US:IONS | 0 (var 4 800) | — | — | solgt |
| ALKERMES PLC CUSIP G01767105 | 0 (var 20 800) | — | — | solgt |
| Belite Bio Inc ADR US:BLTE · depotbevis | 0 (var 1 300) | — | — | solgt |
| Nuvation Bio Inc US:NUVB | 0 (var 29 000) | — | — | solgt |
| Encompass Health Corp US:EHC | 0 (var 3 000) | — | — | solgt |
| ServiceNow Inc US:NOW | 0 (var 41 000) | — | — | solgt |
| Adaptive Biotechnologies Cor… US:ADPT | 0 (var 11 000) | — | — | solgt |
| Iovance Biotherapeutics Inc US:IOVA | 0 (var 26 000) | — | — | solgt |
| GLOBALFOUNDRIES INC CUSIP G39387108 | 0 (var 105 000) | — | — | solgt |
| BioCryst Pharmaceuticals Inc US:BCRX | 0 (var 24 000) | — | — | solgt |
| Ocular Therapeutix Inc US:OCUL | 0 (var 18 000) | — | — | solgt |
| Entegris Inc US:ENTG | 0 (var 45 500) | — | — | solgt |
| Stoke Therapeutics, Inc. US:STOK | 0 (var 9 000) | — | — | solgt |
| Affirm Holdings Inc US:AFRM | 0 (var 108 000) | — | — | solgt |
| Ironwood Pharmaceuticals Inc US:IRWD | 0 (var 13 000) | — | — | solgt |
| INTER & CO INC CUSIP G4R20B107 | 0 (var 614 500) | — | — | solgt |
| BITWISE 10 CRYPTO INDEX ETF CUSIP 091749101 | 0 (var 603 000) | — | — | solgt |
| Opus Genetics, Inc. US:IRD | 0 (var 1 000 000) | — | — | solgt |
| Erasca Inc US:ERAS | 0 (var 18 000) | — | — | solgt |
| Supernus Pharmaceuticals Inc US:SUPN | 0 (var 4 000) | — | — | solgt |
| Syndax Pharmaceuticals Inc US:SNDX | 0 (var 10 000) | — | — | solgt |
| Alphabet Inc. US:GOOG | 0 (var 996 231) | — | — | solgt |
| Krystal Biotech Inc US:KRYS | 0 (var 1 000) | — | — | solgt |
| LIVANOVA PLC CUSIP G5509L101 | 0 (var 6 000) | — | — | solgt |
| CECO Environmental Corp. US:CECO | 0 (var 234 000) | — | — | solgt |
| OMEROS CORP US:OMER | 0 (var 23 000) | — | — | solgt |
| Evolent Health Inc US:EVH | 0 (var 14 000) | — | — | solgt |
| Tenable Holdings Inc US:TENB | 0 (var 265 000) | — | — | solgt |
| Altimmune Inc US:ALT | 0 (var 27 600) | — | — | solgt |
| Littelfuse Inc US:LFUS | 0 (var 15 000) | — | — | solgt |
| ROYALTY PHARMA PLC CUSIP G7709Q104 | 0 (var 493 000) | — | — | solgt |
| C4 Therapeutics, Inc. US:CCCC | 0 (var 28 000) | — | — | solgt |
| Oscar Health Inc US:OSCR | 0 (var 11 000) | — | — | solgt |
| Fiserv, Inc. US:FISV | 0 (var 86 000) | — | — | solgt |
| Tenet Healthcare Corporation US:THC | 0 (var 452 153) | — | — | solgt |
| Alumis Inc US:ALMS | 0 (var 11 000) | — | — | solgt |
| Madrigal Pharmaceuticals Inc US:MDGL | 0 (var 3 319) | — | — | solgt |
| UROGEN PHARMA LTD CUSIP M96088105 | 0 (var 11 000) | — | — | solgt |
| Capricor Therapeutics Inc US:CAPR | 0 (var 41 000) | — | — | solgt |
| Piper Sandler Companies US:PIPR | 0 (var 66 000) | — | — | solgt |
| FormFactor Inc US:FORM | 0 (var 56 500) | — | — | solgt |
| TERNS PHARMACEUTICALS INC CUSIP 880881107 | 0 (var 7 000) | — | — | solgt |
| Cencora, Inc. US:COR | 0 (var 1 000) | — | — | solgt |
| MasTec Inc US:MTZ | 0 (var 17 000) | — | — | solgt |
| UNIQURE NV CUSIP N90064101 | 0 (var 14 000) | — | — | solgt |
| Tvardi Therapeutics, Inc. US:TVRD | 0 (var 21 438) | — | — | solgt |
| PRECIGEN, INC. US:PGEN | 0 (var 50 000) | — | — | solgt |
| GDS Holdings Ltd US:GDS · depotbevis | 0 (var 292 000) | — | — | solgt |
| Timken Company US:TKR | 0 (var 51 000) | — | — | solgt |
| AMICUS THERAPEUTIC CUSIP 03152W109 | 0 (var 16 000) | — | — | solgt |
| Mastercard Inc US:MA | 0 (var 435 071) | — | — | solgt |
| FLEXTRONICS INTL LTD CUSIP Y2573F102 | 0 (var 78 000) | — | — | solgt |
| Cardinal Health Inc US:CAH | 0 (var 368 000) | — | — | solgt |
| Progyny Inc US:PGNY | 0 (var 18 000) | — | — | solgt |
| GE HealthCare Technologies I… US:GEHC | 0 (var 3 000) | — | — | solgt |
| Travere Therapeutics Inc US:TVTX | 0 (var 12 000) | — | — | solgt |
| AMKOR TECHNOLOGY, INC. US:AMKR | 0 (var 104 000) | — | — | solgt |
| McKesson Corporation US:MCK | 0 (var 234 300) | — | — | solgt |
| Celcuity LLC US:CELC | 0 (var 4 000) | — | — | solgt |
| Rollins Inc US:ROL | 0 (var 93 000) | — | — | solgt |
| Garrett Motion Inc US:GTX | 0 (var 275 000) | — | — | solgt |
| Glaukos Corp US:GKOS | 0 (var 2 600) | — | — | solgt |
| Tyra Biosciences Inc US:TYRA | 0 (var 3 580 818) | — | — | solgt |
| APELLIS PHARMACEUTICALS INC CUSIP 03753U106 | 0 (var 6 000) | — | — | solgt |
| Merit Medical Systems Inc US:MMSI | 0 (var 3 000) | — | — | solgt |
| CENTESSA PHARMACEUTICALS PLC CUSIP 152309100 | 0 (var 4 809 000) | — | — | solgt |
| S&P Global Inc US:SPGI | 0 (var 12 000) | — | — | solgt |
| Globus Medical US:GMED | 0 (var 4 000) | — | — | solgt |
| Vaxcyte Inc US:PCVX | 0 (var 1 261 000) | — | — | solgt |
| Ardelyx Inc US:ARDX | 0 (var 23 000) | — | — | solgt |
| Mirum Pharmaceuticals Inc US:MIRM | 0 (var 3 000) | — | — | solgt |
| CG Oncology, Inc. US:CGON | 0 (var 674 000) | — | — | solgt |
| Sabra Healthcare REIT Inc US:SBRA | 0 (var 14 000) | — | — | solgt |
I virksomheder i vores database 5
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Agios Pharm | 9.91% | 5 917 400 | 2026-06-30 |
| Revolution Medicines, Inc. | 6.32% | 13 550 796 | 2026-06-30 |
| Exelixis Inc | 5.44% | 13 468 010 | 2026-06-30 |
| Baidu Inc | 0.44% | 1 203 785 | 2026-06-30 |
| EasyJet PLC | — | 16 775 001 | 2026-09-24 |
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