Tom Steyer - Farallon Capital Management

Portfolio

$21.68 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


—	STATE STR SPDR S&P 500 ETF T	20.67%	Buy	6,000,000	$746.77	$4.48 B	—	—
RVMD	RVMDREVOLUTION MEDICINES INC	11.71%	Buy	13,550,796	$187.28	$2.54 B	$203.35	+8.58%
—	ELECTRONIC ARTS INC	7.49%	Add 6.02%	7,919,500	$205.04	$1.62 B	—	—
BBIO	BBIOBRIDGEBIO PHARMA INC	3.69%	Buy	10,743,063	$74.48	$800.14 M	$74.10	-0.51%
PTGX	PTGXPROTAGONIST THERAPEUTICS INC	3.59%	Buy	6,348,906	$122.58	$778.25 M	$149.50	+21.96%
EXEL	EXELEXELIXIS INC	3.38%	Buy	13,468,010	$54.41	$732.79 M	$59.01	+8.45%
LQDA	LQDALIQUIDIA CORPORATION	3.08%	Buy	8,365,038	$79.73	$666.94 M	$71.36	-10.50%
AMZN	AMZNAMAZON COM INC	2.90%	Buy	2,632,994	$238.34	$627.55 M	$256.51	+7.62%
—	LANTHEUS HLDGS INC	2.86%	Buy	5,583,479	$110.94	$619.43 M	—	—
NTRA	NTRANATERA INC	2.78%	Buy	2,218,366	$271.45	$602.18 M	$338.45	+24.68%
UNH	UNHUNITEDHEALTH GROUP INC	2.44%	Buy	1,270,532	$415.63	$528.07 M	$385.42	-7.27%
TMO	TMOTHERMO FISHER SCIENTIFIC INC	2.43%	Buy	1,049,185	$501.36	$526.02 M	$609.93	+21.66%
—	ROIVANT SCIENCES LTD	2.34%	Buy	14,309,000	$35.39	$506.40 M	—	—
—	AON PLC	2.12%	Buy	1,382,562	$331.69	$458.58 M	—	—
—	BOSTON SCIENTIFIC CORP	2.07%	Buy	10,521,184	$42.68	$449.04 M	$50.49	+18.30%
AVGO	AVGOBROADCOM INC	2.01%	Buy	1,151,800	$377.75	$435.09 M	$365.51	-3.24%
MSFT	MSFTMICROSOFT CORP	1.92%	Buy	1,112,863	$373.02	$415.12 M	$495.74	+32.90%
TNGX	TNGXTANGO THERAPEUTICS INC	1.77%	Buy	12,277,000	$31.26	$383.78 M	$22.52	-27.96%
KKR	KKRKKR & CO INC	1.74%	Buy	4,118,300	$91.78	$377.98 M	$100.87	+9.90%
SNPS	SNPSSYNOPSYS INC	1.71%	Buy	829,600	$446.07	$370.06 M	$393.22	-11.85%
BEAM	BEAMBEAM THERAPEUTICS INC	1.62%	Buy	10,236,396	$34.32	$351.31 M	$29.66	-13.58%
CRNX	CRNXCRINETICS PHARMACEUTICALS IN	1.55%	Buy	8,989,098	$37.42	$336.37 M	$84.84	+126.72%
—	GRAIL INC	1.31%	Buy	4,161,584	$68.27	$284.11 M	—	—
WAB	WABWABTEC	1.11%	Buy	894,503	$269.60	$241.16 M	$280.27	+3.96%
IMVT	IMVTIMMUNOVANT INC	1.03%	Buy	5,805,000	$38.53	$223.67 M	$43.82	+13.73%

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