Farallon Capital Management as of March 31, 2025
Portfolio Holdings for Farallon Capital Management
Farallon Capital Management holds 135 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 10.3 | $1.8B | 3.3M | 559.39 | |
| Microsoft Corporation (MSFT) | 4.8 | $858M | 2.3M | 375.39 | |
| Exelixis (EXEL) | 4.6 | $832M | 23M | 36.92 | |
| UnitedHealth (UNH) | 4.4 | $785M | 1.5M | 523.75 | |
| Natera (NTRA) | 3.6 | $643M | 4.5M | 141.41 | |
| Iqvia Holdings (IQV) | 3.4 | $602M | 3.4M | 176.30 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 3.3 | $588M | 6.0M | 97.60 | |
| Aramark Hldgs (ARMK) | 3.1 | $561M | 16M | 34.52 | |
| Walt Disney Company (DIS) | 3.0 | $543M | 5.5M | 98.70 | |
| salesforce (CRM) | 2.9 | $528M | 2.0M | 268.36 | |
| Autodesk (ADSK) | 2.9 | $523M | 2.0M | 261.80 | |
| Intuit (INTU) | 2.9 | $516M | 840k | 613.99 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $515M | 1.0M | 497.60 | |
| Revolution Medicines (RVMD) | 2.7 | $479M | 14M | 35.36 | |
| Ishares Tr Ishares Biotech Put Option (IBB) | 2.6 | $460M | 3.6M | 127.90 | |
| Transunion (TRU) | 2.5 | $449M | 5.4M | 82.99 | |
| New York Times Cl A (NYT) | 2.5 | $443M | 8.9M | 49.60 | |
| Intra Cellular Therapies (ITCI) | 2.2 | $403M | 3.1M | 131.92 | |
| Boston Scientific Corporation (BSX) | 2.1 | $380M | 3.8M | 100.88 | |
| Aon Shs Cl A (AON) | 2.1 | $378M | 1.4M | 277.83 | |
| McKesson Corporation (MCK) | 2.1 | $372M | 553k | 672.99 | |
| Nasdaq Omx (NDAQ) | 1.9 | $338M | 4.5M | 75.86 | |
| Cbre Group Cl A (CBRE) | 1.8 | $326M | 2.5M | 130.78 | |
| Charles Schwab Corporation (SCHW) | 1.7 | $300M | 3.8M | 78.28 | |
| Protagonist Therapeutics (PTGX) | 1.6 | $295M | 6.1M | 48.36 | |
| Wabtec Corporation (WAB) | 1.6 | $292M | 1.6M | 181.35 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.5 | $271M | 5.8M | 46.81 | |
| Analog Devices (ADI) | 1.5 | $268M | 1.3M | 201.67 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $260M | 1.7M | 156.23 | |
| Woodward Governor Company (WWD) | 1.4 | $259M | 1.4M | 182.49 | |
| Hims & Hers Health Com Cl A (HIMS) | 1.3 | $235M | 8.0M | 29.55 | |
| Bridgebio Pharma (BBIO) | 1.1 | $198M | 5.7M | 34.57 | |
| Beam Therapeutics (BEAM) | 1.1 | $194M | 9.9M | 19.53 | |
| Agios Pharmaceuticals (AGIO) | 0.9 | $167M | 5.7M | 29.30 | |
| Visa Com Cl A (V) | 0.9 | $166M | 474k | 350.46 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.9 | $155M | 4.6M | 33.54 | |
| Sarepta Therapeutics (SRPT) | 0.8 | $149M | 2.3M | 63.82 | |
| Biohaven (BHVN) | 0.6 | $116M | 4.8M | 24.04 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $110M | 201k | 548.12 | |
| Full Truck Alliance Sponsored Ads (YMM) | 0.5 | $94M | 7.4M | 12.77 | |
| Tempur-Pedic International (SGI) | 0.4 | $79M | 1.3M | 59.88 | |
| Waystar Holding Corp (WAY) | 0.4 | $76M | 2.0M | 37.36 | |
| Verona Pharma Sponsored Ads (VRNA) | 0.4 | $69M | 1.1M | 63.49 | |
| Encompass Health Corp (EHC) | 0.3 | $63M | 619k | 101.28 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.3 | $62M | 1.3M | 47.81 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.3 | $62M | 4.3M | 14.38 | |
| Liquidia Corporation Com New (LQDA) | 0.3 | $59M | 4.0M | 14.75 | |
| Flutter Entmt SHS (FLUT) | 0.3 | $54M | 242k | 221.55 | |
| Alkermes SHS (ALKS) | 0.3 | $46M | 1.4M | 33.02 | |
| Abbott Laboratories (ABT) | 0.2 | $44M | 333k | 132.65 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $43M | 537k | 80.71 | |
| Beta Bionics (BBNX) | 0.2 | $41M | 3.3M | 12.24 | |
| Cardinal Health (CAH) | 0.2 | $38M | 273k | 137.77 | |
| Healthequity (HQY) | 0.2 | $37M | 422k | 88.37 | |
| Joyy Ads Repstg Com A (JOYY) | 0.2 | $33M | 780k | 41.98 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.1 | $27M | 303k | 88.56 | |
| Capricor Therapeutics Com New (CAPR) | 0.1 | $21M | 2.3M | 9.49 | |
| Vnet Group Sponsored Ads A (VNET) | 0.1 | $20M | 2.4M | 8.20 | |
| Savara (SVRA) | 0.1 | $19M | 6.8M | 2.77 | |
| Latam Airlines Group Sa Sponsored Adr (LTM) | 0.1 | $18M | 562k | 31.28 | |
| Tectonic Therapeutic (TECX) | 0.1 | $15M | 853k | 17.71 | |
| Enanta Pharmaceuticals (ENTA) | 0.1 | $12M | 2.1M | 5.52 | |
| Nuvalent Inc-a (NUVL) | 0.1 | $11M | 150k | 70.92 | |
| Tyra Biosciences (TYRA) | 0.1 | $11M | 1.1M | 9.30 | |
| Marathon Digital Holdings In (MARA) | 0.1 | $9.6M | 835k | 11.50 | |
| Voyager Therapeutics (VYGR) | 0.0 | $8.7M | 2.6M | 3.38 | |
| Helix Acquisition Corp Ii Cl A Ord Shs (HLXB) | 0.0 | $6.8M | 600k | 11.30 | |
| Tango Therapeutics (TNGX) | 0.0 | $6.3M | 4.6M | 1.37 | |
| Globus Med Cl A (GMED) | 0.0 | $6.1M | 83k | 73.20 | |
| Springworks Therapeutics (SWTX) | 0.0 | $5.2M | 118k | 44.13 | |
| Zymeworks Del (ZYME) | 0.0 | $4.8M | 400k | 11.91 | |
| Rxsight (RXST) | 0.0 | $4.4M | 175k | 25.25 | |
| Verve Therapeutics (VERV) | 0.0 | $4.2M | 912k | 4.57 | |
| Summit Midstream Corporation (SMC) | 0.0 | $2.0M | 58k | 33.89 | |
| Alvotech Ordinary Shares (ALVO) | 0.0 | $1.9M | 200k | 9.67 | |
| Marblegate Acquisition Corp Com Cl A (GATE) | 0.0 | $1.7M | 150k | 11.05 | |
| Prime Medicine (PRME) | 0.0 | $1.5M | 750k | 1.99 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.0 | $1.5M | 29k | 50.56 | |
| Livanova SHS (LIVN) | 0.0 | $1.5M | 37k | 39.28 | |
| Janux Therapeutics (JANX) | 0.0 | $1.3M | 48k | 27.00 | |
| Biodesix (BDSX) | 0.0 | $1.2M | 1.9M | 0.63 | |
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $1.1M | 3.3k | 331.23 | |
| Cara Therapeutics Com New (CARA) | 0.0 | $658k | 130k | 5.07 | |
| Forte Biosciences Com New (FBRX) | 0.0 | $547k | 70k | 7.76 | |
| Axsome Therapeutics (AXSM) | 0.0 | $467k | 4.0k | 116.63 | |
| Arcutis Biotherapeutics (ARQT) | 0.0 | $407k | 26k | 15.64 | |
| Progyny (PGNY) | 0.0 | $402k | 18k | 22.34 | |
| Brightspring Health Svcs (BTSG) | 0.0 | $398k | 22k | 18.09 | |
| Roivant Sciences SHS (ROIV) | 0.0 | $373k | 37k | 10.09 | |
| Krystal Biotech (KRYS) | 0.0 | $361k | 2.0k | 180.30 | |
| Soleno Therapeutics (SLNO) | 0.0 | $357k | 5.0k | 71.45 | |
| Blueprint Medicines (BPMC) | 0.0 | $354k | 4.0k | 88.51 | |
| Sage Therapeutics (SAGE) | 0.0 | $340k | 43k | 7.95 | |
| Merit Medical Systems (MMSI) | 0.0 | $317k | 3.0k | 105.71 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $308k | 1.0k | 308.27 | |
| Twist Bioscience Corp (TWST) | 0.0 | $300k | 7.7k | 39.26 | |
| Beigene Sponsored Ads (ONC) | 0.0 | $299k | 1.1k | 272.17 | |
| AmerisourceBergen (COR) | 0.0 | $278k | 1.0k | 278.09 | |
| Arcellx Common Stock (ACLX) | 0.0 | $262k | 4.0k | 65.60 | |
| Glaukos (GKOS) | 0.0 | $256k | 2.6k | 98.42 | |
| Aleanna *w Exp 12/13/202 (ANNAW) | 0.0 | $247k | 990k | 0.25 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $246k | 400.00 | 615.32 | |
| Sabra Health Care REIT (SBRA) | 0.0 | $245k | 14k | 17.47 | |
| Marblegate Acquisition Corp *w Exp 08/31/202 (GATEW) | 0.0 | $238k | 1.5M | 0.16 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $229k | 3.0k | 76.29 | |
| Scholar Rock Hldg Corp (SRRK) | 0.0 | $225k | 7.0k | 32.15 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.0 | $218k | 1.4k | 155.86 | |
| Bruker Corporation (BRKR) | 0.0 | $209k | 5.0k | 41.74 | |
| Immunovant (IMVT) | 0.0 | $205k | 12k | 17.09 | |
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $203k | 12k | 16.90 | |
| Transmedics Group (TMDX) | 0.0 | $202k | 3.0k | 67.28 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $201k | 16k | 12.74 | |
| Grifols S A Sp Adr Rep B Nvt (GRFS) | 0.0 | $199k | 28k | 7.11 | |
| Elanco Animal Health (ELAN) | 0.0 | $168k | 16k | 10.50 | |
| Pacific Biosciences of California (PACB) | 0.0 | $159k | 135k | 1.18 | |
| Uniqure Nv SHS (QURE) | 0.0 | $148k | 14k | 10.60 | |
| Oscar Health Cl A (OSCR) | 0.0 | $144k | 11k | 13.11 | |
| Altimmune Com New (ALT) | 0.0 | $138k | 28k | 5.00 | |
| Evolent Health Cl A (EVH) | 0.0 | $133k | 14k | 9.47 | |
| Amicus Therapeutics (FOLD) | 0.0 | $131k | 16k | 8.16 | |
| Syndax Pharmaceuticals (SNDX) | 0.0 | $123k | 10k | 12.29 | |
| Ardelyx (ARDX) | 0.0 | $113k | 23k | 4.91 | |
| Dyne Therapeutics (DYN) | 0.0 | $105k | 10k | 10.46 | |
| Novavax Com New (NVAX) | 0.0 | $103k | 16k | 6.41 | |
| Cogent Biosciences (COGT) | 0.0 | $102k | 17k | 5.99 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $87k | 26k | 3.33 | |
| Solid Power *w Exp 12/08/202 (SLDPW) | 0.0 | $69k | 405k | 0.17 | |
| Geron Corporation (GERN) | 0.0 | $68k | 43k | 1.59 | |
| Beyondspring | 0.0 | $58k | 19k | 3.05 | |
| C4 Therapeutics Com Stk (CCCC) | 0.0 | $45k | 28k | 1.60 | |
| Aleanna Com Cl A (ANNA) | 0.0 | $35k | 78k | 0.45 | |
| Canopy Growth Corp Com New (CGC) | 0.0 | $27k | 30k | 0.91 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.0 | $19k | 13k | 1.47 | |
| Nvni Group *w Exp 11/01/202 (NVNIW) | 0.0 | $11k | 375k | 0.03 | |
| Revolution Medicines *w Exp 12/17/202 (RVMDW) | 0.0 | $4.6k | 120k | 0.04 |