StockDriftsStockDriftsTop 50 Farallon Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | 8.62% | 13.60M | $1.32B | -6.71%(-978.00K) | $39.46(+379.55%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.73% | 4.22M | $878.6M | -6.26%(-281.50K) | $211.69(+14.64%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.66% | 2.34M | $868.0M | +5.90%(+130.70K) | $420.87(-7.22%) | 2026-03-31 | |
| AON | AON PLC | 5.29% | 2.51M | $811.0M | -5.73%(-152.60K) | $372.31(-3.99%) | 2026-03-31 | |
| BBIO | BRIDGEBIO PHARMA INC | 4.53% | 9.37M | $695.5M | +4.08%(+367.00K) | $38.00(+103.11%) | 2026-03-31 | |
| PTGX | PROTAGONIST THERAPEUTICS INC | 4.36% | 6.35M | $669.2M | +3.33%(+204.90K) | $45.34(+190.30%) | 2026-03-31 | |
| NTRA | NATERA INC | 4.18% | 3.21M | $641.4M | -18.06%(-707.00K) | $150.23(+85.93%) | 2026-03-31 | |
| EXEL | EXELIXIS INC | 3.67% | 13.11M | $562.3M | -16.54%(-2.60M) | $36.46(+53.19%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.59% | 1.78M | $550.8M | +99.41%(+887.10K) | $336.11(+7.24%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 3.21% | 1.82M | $492.9M | +13.93%(+222.80K) | $459.66(-7.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.86% | +5.67% |
| Top 20 Holdings Unweighted | +1.05% | +3.19% |
Sign up free to track Farallon Capital Management LLC, compare funds side by side, and get alerts the moment positions change.