Tom Steyer - Farallon Capital Management
Portfoliowert
$17.54 B
Positionen
172
Stichtag
2026-03-31
Quartal
Q1 2026
| — | STATE STR SPDR S&P 500 ETF T | 8.53% | Buy | 2,300,000 | $650.34 | $1.50 B | — | — |
| RVMDW | REVOLUTION MEDICINES INC | 7.54% | Buy | 13,604,796 | $97.25 | $1.32 B | $9.50 | -90.23% |
| AMZN | AMAZON COM INC | 5.01% | Buy | 4,218,394 | $208.27 | $878.56 M | $231.27 | +11.04% |
| MSFT | MICROSOFT CORP | 4.95% | Buy | 2,344,779 | $370.17 | $867.97 M | $398.20 | +7.57% |
| AON | AON PLC | 4.62% | Buy | 2,512,638 | $322.78 | $811.03 M | $367.17 | +13.75% |
| BBIO | BRIDGEBIO PHARMA INC | 3.96% | Buy | 9,365,463 | $74.26 | $695.48 M | $84.02 | +13.14% |
| — | INVESCO EXCHANGE TRADED FD T | 3.94% | Buy | 3,600,000 | $191.92 | $690.91 M | — | — |
| PTGX | PROTAGONIST THERAPEUTICS INC | 3.81% | Buy | 6,348,906 | $105.40 | $669.17 M | $136.11 | +29.14% |
| NTRA | NATERA INC | 3.66% | Buy | 3,207,366 | $199.99 | $641.44 M | $258.03 | +29.02% |
| EXEL | EXELIXIS INC | 3.21% | Buy | 13,111,010 | $42.89 | $562.33 M | $55.37 | +29.10% |
| AVGO | BROADCOM INC | 3.14% | Buy | 1,779,500 | $309.51 | $550.77 M | $383.22 | +23.82% |
| UNH | UNITEDHEALTH GROUP INC | 2.81% | Buy | 1,821,706 | $270.59 | $492.94 M | $417.28 | +54.21% |
| SNPS | SYNOPSYS INC | 2.74% | Buy | 1,213,300 | $396.48 | $481.05 M | $388.99 | -1.89% |
| BSX | BOSTON SCIENTIFIC CORP | 2.67% | Buy | 7,470,684 | $62.75 | $468.79 M | $46.11 | -26.52% |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.47% | Buy | 881,485 | $491.53 | $433.28 M | $560.74 | +14.08% |
| KKR | KKR & CO INC | 2.46% | Buy | 4,671,800 | $92.50 | $432.14 M | $100.44 | +8.58% |
| LNTH | LANTHEUS HLDGS INC | 2.41% | Buy | 5,583,479 | $75.85 | $423.51 M | $104.82 | +38.19% |
| WAB | WABTEC | 2.29% | Buy | 1,609,403 | $249.91 | $402.21 M | $298.89 | +19.60% |
| SCHW | SCHWAB CHARLES CORP | 2.12% | Buy | 3,955,657 | $93.98 | $371.75 M | $103.41 | +10.03% |
| LQDA | LIQUIDIA CORPORATION | 1.86% | Buy | 8,656,038 | $37.74 | $326.68 M | $86.22 | +128.46% |
| CRNX | CRINETICS PHARMACEUTICALS IN | 1.73% | Buy | 8,338,098 | $36.32 | $302.84 M | $83.73 | +130.53% |
| GOOG | ALPHABET INC | 1.63% | Buy | 996,231 | $286.86 | $285.78 M | $332.55 | +15.93% |
| ROIVW | ROIVANT SCIENCES LTD | 1.53% | Buy | 9,675,000 | $27.70 | $268.00 M | $2.75 | -90.07% |
| V | VISA INC | 1.45% | Buy | 840,710 | $302.24 | $254.10 M | $362.53 | +19.95% |
| ARMK | ARAMARK | 1.42% | Buy | 6,135,431 | $40.54 | $248.73 M | $57.18 | +41.05% |
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