John R. Warren
@Farallon Capital Management Llc
Latest period2024 - Q3ReportedManaged Assets$20.437BTotal holdings153
Assets growth rate-3.56%Assets growth rate (2-Q avg)-3.73%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Farallon Capital Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 153 positions.
Assets under management
The assets under management (AUM) of Farallon Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 20.437B in assets, with a quarterly growth rate of -3.56% and a 2-quarter average growth rate of -3.73%. The portfolio is managed by John R. Warren, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IQVIqvia Hldgs Inc
| 3.68% | $751.452M 3.171M shares@ $236.98 avg price | Increased 8.49% |
MSFTMicrosoft Corp
| 3.09% | $631.141M 1.467M shares@ $430.3 avg price | Increased 21.95% |
NTRANatera Inc
| 2.84% | $578.55M 4.557M shares@ $126.96 avg price | Increased 2.17% |
DISDisney Walt Co
| 2.75% | $560.746M 5.83M shares@ $96.2 avg price | Increased 62.74% |
RVMDRevolution Medicines Inc
| 2.52% | $513.257M 11.318M shares@ $45.35 avg price | Increased 15.99% |
BSXBoston Scientific Corp
| 2.23% | $454.67M 5.426M shares@ $83.81 avg price | Increased 32.04% |
GOOGAlphabet Inc
| 1.98% | $403.018M 2.411M shares@ $167.2 avg price | Increased 34.18% |
WABWabtec
| 1.97% | $401.966M 2.211M shares@ $181.77 avg price | Increased 1.01% |
INTUIntuit
| 1.92% | $391.663M 630,697 shares@ $621.0 avg price | Increased 0.26% |
ADIAnalog Devices Inc
| 1.66% | $338.833M 1.472M shares@ $230.17 avg price | Increased 14.58% |