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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WELL WELLTOWER INC Real Estate 1,000.0 $227K 0.00% -199K -99.5% $226.97 +3.7%
82 SOLID POWER INC 405,316.0 $41K $0.10
83 BLUE GOLD LTD 255,800.0 $31K -44K -14.7% $0.12
84 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 14,200.0 $24K -121K -89.5% $1.68 -32.1%
85 GERN GERON CORP Healthcare 14,400.0 $18K -29K -66.5% $1.28 +19.5%
86 NVNI GROUP LIMITED 375,000.0 $18K $0.05
87 CANOPY GROWTH CORPORATION 18,000.0 $17K -12K -40.0% $0.95
88 RANI RANI THERAPEUTICS HLDGS INC Healthcare 20,700.0 $16K -57K -73.5% $0.76 +8.6%
89 BYND BEYOND MEAT INC Consumer Defensive 19,000.0 $14K $0.75 +1598.7%
Page 5 of 5  ·  89 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%