Institutional filer · SEC 13F · Q1 2024

FARALLON CAPITAL MANAGEMENT LLC

The reported 13F portfolio of FARALLON CAPITAL MANAGEMENT LLC (CIK 909661) - top holdings, how concentrated the book is, and what changed last quarter.

$22.1B
Reported book
167
Positions
#12
of 360 filers
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The verdict

According to SEC Form 13F-HR filings in this corpus, FARALLON CAPITAL MANAGEMENT LLC ranks #12 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2024 the reported book is $22.1B across 167 positions, a moderately concentrated portfolio.

$22.1B
reported 13F value
167
disclosed positions
27.4%
in SPDR S&P 500 ETF TR
#12
of 360 filers

Top-5 share 41.5% → MID-PACK book (largest five positions vs the rest of the reported 13F book).

According to SEC Form 13F-HR filings in this corpus, FARALLON CAPITAL MANAGEMENT LLC ranks #12 of 360 institutional filers by reported book value (largest first), matching the /funds listing.

Where FARALLON CAPITAL MANAGEMENT LLC sits by disclosed position count

FARALLON CAPITAL MANAGEMENT LLC reports 167 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.

FARALLON CAPITAL MANAGEMENT LLC vs all filers by holding count

Where this filer's disclosed position inventory sits among every tracked 13F manager

167 130th of 360 higher than 230 of 360 filers

Filers, banded by disclosed position count

Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · 2026-05-16

Concentration vs. book size among peer filers

FARALLON CAPITAL MANAGEMENT LLC reports a book ($22.05B) concentrated across only 167 disclosed positions -- fewer than the 1,464-position median among similarly sized filers.

Reported book value vs. disclosed position count

16 tracked 13F filers plotted by reported book value and disclosed position count; FARALLON CAPITAL MANAGEMENT LLC highlighted. Source: SEC Form 13F-HR filings, 2026-05-16. 2×2 strategic matrix plotting 16 entities by Reported book value ($B) (X) and Disclosed positions (Y), with a crosshair dividing the plot into four quadrants. Large & diversifiedSmall & diversifiedConcentrated giantSmall & concentrated $5B$10B$15B$20B$25B$30B 01,0002,0003,0004,000 Reported book value ($B) Disclosed positions Reported book value vs. disclosed position count
16 tracked 13F filers plotted by reported book value and disclosed position count; FARALLON CAPITAL MANAGEMENT LLC highlighted. Source: SEC Form 13F-HR filings, 2026-05-16.

How 13F filings are computed · All institutional filers · Largest filers by value

SEC Form 13F-HR filing desk

CIK 909661 · Q1 2024 $22.1B book

BOOK-MEGA · POS-FOCUS · CONC-HEAVY · LEAD-DOM · NEAR-PEER · TREND-FLAT · FY-SNAPSHOT

  • BOOK-MEGA #12/360
  • POS-FOCUS 167 names
  • CONC-HEAVY 42% top-5
  • LEAD-DOM 27.4% SPDR S&P 500 ETF TR
  • NEAR-PEER STRS OHIO
  • TREND-FLAT Book steady
  • FY-SNAPSHOT Q1 2024

Photo-finish peer on reported book: STRS OHIO

Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.

Reported-book neighbourhood · FARALLON CAPITAL MANAGEMENT LLC

Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.

FRANKLIN RESOURCES · near$27.2BBoston Partners · near$24.7BSTRS OHIO · near$23.9BFARALLON · this filer$22.1BCIBC Bancorp USA . · near$18.3B
Aggregate reported 13F book value ($)
FARALLON CAPITAL MANAGEMENT LLC's largest reported positions
  1. 1

    27.4% of book

  2. 2

    4.2% of book

  3. 3

    3.8% of book

  4. 4
    IQVIA HLDGS INC $717.2M

    3.3% of book

  5. 5
    EXELIXIS INC $633.1M

    2.9% of book

  6. 6
    SALESFORCE INC $588.0M

    2.7% of book

Top 6 of 167 positions by value · Q1 2024

How the reported book breaks down

$22.1B decomposed into the top 5 reported positions (shown below) versus every other disclosed position.

Top 5 positions: $9.2B (41.5%) Remaining 162 positions: $12.9B (58.5%)

Top Reported Holdings

# Security Value % of book
1 SPDR S&P 500 ETF TR $6.0B 27.4%
2 PIONEER NAT RES CO $924.0M 4.2%
3 UNITEDHEALTH GROUP INC $841.7M 3.8%
4 IQVIA HLDGS INC $717.2M 3.3%
5 EXELIXIS INC $633.1M 2.9%
6 SALESFORCE INC $588.0M 2.7%
7 ARAMARK $579.6M 2.6%
8 NASDAQ INC $532.4M 2.4%
9 MICROSOFT CORP $509.7M 2.3%
10 ALPHABET INC $508.2M 2.3%
11 TRANSUNION $506.8M 2.3%
12 NEW YORK TIMES CO $483.5M 2.2%
13 ISHARES TR $480.3M 2.2%
14 THERMO FISHER SCIENTIFIC INC $463.5M 2.1%
15 WABTEC $430.7M 1.9%
16 CBRE GROUP INC $406.9M 1.8%
17 NATERA INC $359.2M 1.6%
18 INTUIT $349.1M 1.6%
19 S&P GLOBAL INC $337.7M 1.5%
20 SAREPTA THERAPEUTICS INC $317.6M 1.4%
21 BOSTON SCIENTIFIC CORP $314.8M 1.4%
22 ANALOG DEVICES INC $304.2M 1.4%
23 SERVICENOW INC $301.2M 1.4%
24 AIRBNB INC $265.3M 1.2%
25 SHERWIN WILLIAMS CO $261.8M 1.2%

Frequently Asked Questions

How big is FARALLON CAPITAL MANAGEMENT LLC's 13F portfolio?
FARALLON CAPITAL MANAGEMENT LLC reports $22.1B of long US-equity positions across 167 securities as of Q1 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
Where does FARALLON CAPITAL MANAGEMENT LLC sit among tracked 13F filers?
According to SEC Form 13F-HR filings in this corpus, FARALLON CAPITAL MANAGEMENT LLC ranks #12 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
What is FARALLON CAPITAL MANAGEMENT LLC's largest position?
FARALLON CAPITAL MANAGEMENT LLC's largest reported position is SPDR S&P 500 ETF TR at $6.0B, about 27.4% of its reported book as of Q1 2024.

Nationwide filers with similar book size or holding count

Two 13F-derived peer sets for FARALLON CAPITAL MANAGEMENT LLC: nearest reported book value and nearest holding inventory, not catalog browse links.

Similar reported book

Nearest filers by reported long-equity book ($22.1B here).

Similar holding count

Nearest filers by number of disclosed positions (167 here).

Using this filing

  • The rankings sort every tracked filer the same way FARALLON CAPITAL MANAGEMENT LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
  • STRS OHIO reported the nearest book value ($23.9B) this quarter, a useful scale comparison for FARALLON CAPITAL MANAGEMENT LLC. Compare filers
  • 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology

Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.