Corvex Management as of Dec. 31, 2019
Portfolio Holdings for Corvex Management
Corvex Management holds 22 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MGM Resorts International. (MGM) | 32.1 | $697M | 21M | 33.27 | |
| Invesco Qqq Trust Series 1 (QQQ) | 12.3 | $266M | 1.3M | 212.61 | |
| Zendesk | 8.0 | $173M | 2.3M | 76.63 | |
| Diamondback Energy (FANG) | 6.6 | $143M | 1.5M | 92.86 | |
| Madison Square Garden Cl A (MSGS) | 5.5 | $119M | 403k | 294.19 | |
| Forescout Technologies | 5.1 | $110M | 3.3M | 32.80 | |
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 4.2 | $92M | 650k | 141.41 | |
| Adobe Systems Incorporated (ADBE) | 3.7 | $81M | 245k | 329.81 | |
| Apple (AAPL) | 3.4 | $73M | 250k | 293.65 | |
| Raytheon Company | 2.4 | $53M | 241k | 219.74 | |
| Alteryx | 2.3 | $50M | 500k | 100.07 | |
| salesforce (CRM) | 2.2 | $49M | 300k | 162.64 | |
| Altice Usa Inc cl a (ATUS) | 2.0 | $44M | 1.6M | 27.34 | |
| Alibaba Group Holding (BABA) | 2.0 | $42M | 200k | 212.10 | |
| Caterpillar (CAT) | 1.7 | $37M | 250k | 147.68 | |
| Amazon (AMZN) | 1.7 | $36M | 20k | 1847.82 | |
| Union Pacific Corporation (UNP) | 1.7 | $36M | 200k | 180.79 | |
| United Technologies Corporation | 1.5 | $32M | 213k | 149.76 | |
| Metropcs Communications (TMUS) | 0.8 | $16M | 207k | 78.42 | |
| Falcon Minerals Corp cl a | 0.6 | $13M | 1.9M | 7.06 | |
| Twilio Inc cl a (TWLO) | 0.3 | $6.4M | 65k | 98.28 | |
| Falcon Minerals Corp *w exp 07/21/202 | 0.0 | $263k | 878k | 0.30 |
