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Portfolio (Quarterly) Guide ↗

FARALLON CAPITAL MANAGEMENT, L.L.C.

· CIK 0000909661
13F Portfolio $21.7B AUM 89 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 24 New 28 Added 22 Reduced
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CANOPY GROWTH CORPORATION 18,000.0 $17K -12K -40.0% $0.95
22 RANI RANI THERAPEUTICS HLDGS INC Healthcare 20,700.0 $16K -57K -73.5% $0.76 +3.0%
Page 2 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 69.9%
Communication Services 10.8%
Technology 7.5%
Financial Services 5.0%
Consumer Cyclical 3.8%
Industrials 2.7%
Basic Materials 0.3%
Energy 0.0%
Consumer Defensive 0.0%
Real Estate 0.0%