Farallon Capital Management LLC Incresed Positions in Q3 2025

Farallon Capital Management LLC

  • $23.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
2.53M
+ 30.84%
$41.53 - $66.18 $105M - $168M
10.7M $610M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
897K
+ 68.56%
$185.65 - $214.38 $167M - $192M
2.21M $442M
RVMD
Revolution Medicines, Inc.

Healthcare
300K
+ 2.09%
$34.7 - $46.7 $10.4M - $14M
14.6M $683M
UNH
Unitedhealth Group Inc

Healthcare
269K
+ 16.65%
$237.77 - $353.61 $64M - $95.2M
1.89M $651M
LQDA
Liquidia Corp

Healthcare
4.33M
+ 102.08%
$12.06 - $28.85 $52.2M - $125M
8.57M $197M
MSFT
Microsoft Corp

Technology
165K
+ 9.46%
$491.09 - $535.64 $81.2M - $88.5M
1.91M $991M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
1.12M
+ 24.19%
$26.85 - $45.91 $30.2M - $51.6M
5.77M $240M
AMZN
Amazon Com Inc

Consumer Cyclical
471K
+ 15.52%
$211.65 - $238.24 $99.7M - $112M
3.51M $770M
AON
Aon PLC

Financial Services
292K
+ 14.68%
$350.91 - $375.27 $102M - $109M
2.28M $812M
EXEL
Exelixis, Inc.

Healthcare
3.47M
+ 21.61%
$36.22 - $46.25 $126M - $160M
19.5M $805M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
292K
+ 3.7%
$42.78 - $54.29 $12.5M - $15.9M
8.19M $425M
BEAM
Beam Therapeutics Inc.

Healthcare
50K
+ 0.5%
$16.01 - $25.1 $801K - $1.26M
10.1M $244M
PTGX
Protagonist Therapeutics, Inc

Healthcare
24K
+ 0.39%
$49.7 - $67.42 $1.19M - $1.62M
6.2M $412M
MARA
Marathon Digital Holdings, Inc.

Financial Services
2.83M
+ 338.32%
N/A
3.66M $82.6M
TNGX
Tango Therapeutics, Inc.

Healthcare
1.6M
+ 17.47%
$4.96 - $8.53 $7.94M - $13.6M
10.8M $90.4M
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
13.6K
+ 0.24%
$34.37 - $40.61 $467K - $552K
5.78M $232M
OSCR
Oscar Health, Inc.

Healthcare
2.16M
+ 146.54%
$13.42 - $20.45 $29M - $44.2M
3.64M $68.9M
MA
Mastercard Inc

Financial Services
61.7K
+ 40.57%
$550.18 - $598.96 $33.9M - $37M
214K $122M
VNET
Vnet Group, Inc.

Technology
2.5M
+ 83.33%
$6.61 - $11.13 $16.5M - $27.8M
5.49M $56.7M
BSX
Boston Scientific Corp

Healthcare
766K
+ 19.23%
$97.03 - $108.14 $74.3M - $82.8M
4.75M $463M
QURE
Uni Qure N.V.

Healthcare
551K
+ 3935.71%
$13.28 - $59.4 $7.32M - $32.7M
565K $33M
COOP
Mr. Cooper Group Inc.

Financial Services
99.5K
+ 81.22%
$143.29 - $220.9 $14.3M - $22M
222K $46.8M
PRME
Prime Medicine, Inc.
4M
+ 533.33%
$2.73 - $5.56 $10.9M - $22.2M
4.75M $26.3M
MCK
Mckesson Corp

Healthcare
12.5K
+ 3.97%
$659.01 - $772.54 $8.24M - $9.66M
327K $253M
ADI
Analog Devices Inc

Technology
27.3K
+ 2.15%
$220.68 - $255.63 $6.02M - $6.98M
1.3M $319M
CRM
Salesforce, Inc.

Technology
353K
+ 16.75%
$231.66 - $273.65 $81.8M - $96.7M
2.46M $584M
NVAX
Novavax Inc

Healthcare
764K
+ 4775.0%
$6.56 - $9.71 $5.01M - $7.42M
780K $6.76M
Beta Bionics Inc
110K
+ 2.62%
N/A
4.31M $0
Cidara Therapeutics Inc
308K
+ 154.0%
N/A
508K $0
Waystar Hldg Corp
137K
+ 22.35%
N/A
750K $0
Grail Inc
847K
+ 168.73%
N/A
1.35M $0
Soleno Therapeutics Inc
148K
+ 2960.0%
N/A
153K $0
DIS
Walt Disney CO

Communication Services
325K
+ 6.66%
$112.25 - $124.0 $36.4M - $40.3M
5.2M $595M
Activity Summary
Buys All Purchases 57 New Holdings 23 Increased Positions 34 Sells All Sells 36 Reductions 33 Sold out 3 Options Calls 0 Puts 5
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