FARALLON CAPITAL MANAGEMENT LLC

PrivateCIK: 909661
Location

SAN FRANCISCO, CA

172
Positions
$17.54B
Total AUM (reported)
286.36M
Total Shares

Allocation by class

TOTAL AUM$17.54B172 positions
COM$12.43B70.9%
TR UNIT$1.50B8.5%
SHS CL A$811.03M4.6%
S&P500 EQL WGT$690.91M3.9%
COM NEW$486.51M2.8%
CAP STK CL C$285.78M1.6%
COM CL A$270.39M1.5%

Portfolio Concentration

Top 321.1%4–1028.2%11–2532.7%Rest18.0%TOP 1049.2%0%100%
Top 3$3.70B21.1%
4–10$4.94B28.2%
11–25$5.74B32.7%
Rest$3.16B18.0%

Top 3 weight

21.1%

Top 10 weight

49.2%

Voting Authority Distribution

Total shares with voting rights: 286.36M

Sole

Full voting authority

286.36M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other172
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings172
Rows:

STATE STR SPDR S&P 500 ETF T

OTR
TR UNIT
Shares2.30M
TypeSH
Market value$1.50B
8.53%
Sole
2.30M
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

OTR
COM
Shares13.60M
TypeSH
Market value$1.32B
7.54%
Sole
13.60M
Shared
0.00
None
0.00

AMAZON COM INC

OTR
COM
Shares4.22M
TypeSH
Market value$878.56M
5.01%
Sole
4.22M
Shared
0.00
None
0.00

MICROSOFT CORP

OTR
COM
Shares2.34M
TypeSH
Market value$867.97M
4.95%
Sole
2.34M
Shared
0.00
None
0.00

AON PLC

OTR
SHS CL A
Shares2.51M
TypeSH
Market value$811.03M
4.62%
Sole
2.51M
Shared
0.00
None
0.00

BRIDGEBIO PHARMA INC

OTR
COM
Shares9.37M
TypeSH
Market value$695.48M
3.96%
Sole
9.37M
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

OTR
S&P500 EQL WGT
Shares3.60M
TypeSH
Market value$690.91M
3.94%
Sole
3.60M
Shared
0.00
None
0.00

PROTAGONIST THERAPEUTICS INC

OTR
COM
Shares6.35M
TypeSH
Market value$669.17M
3.81%
Sole
6.35M
Shared
0.00
None
0.00

NATERA INC

OTR
COM
Shares3.21M
TypeSH
Market value$641.44M
3.66%
Sole
3.21M
Shared
0.00
None
0.00

EXELIXIS INC

OTR
COM
Shares13.11M
TypeSH
Market value$562.33M
3.21%
Sole
13.11M
Shared
0.00
None
0.00

BROADCOM INC

OTR
COM
Shares1.78M
TypeSH
Market value$550.77M
3.14%
Sole
1.78M
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

OTR
COM
Shares1.82M
TypeSH
Market value$492.94M
2.81%
Sole
1.82M
Shared
0.00
None
0.00

SYNOPSYS INC

OTR
COM
Shares1.21M
TypeSH
Market value$481.05M
2.74%
Sole
1.21M
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

OTR
COM
Shares7.47M
TypeSH
Market value$468.79M
2.67%
Sole
7.47M
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

OTR
COM
Shares881.49K
TypeSH
Market value$433.28M
2.47%
Sole
881.49K
Shared
0.00
None
0.00

KKR & CO INC

OTR
COM
Shares4.67M
TypeSH
Market value$432.14M
2.46%
Sole
4.67M
Shared
0.00
None
0.00

LANTHEUS HLDGS INC

OTR
COM
Shares5.58M
TypeSH
Market value$423.51M
2.41%
Sole
5.58M
Shared
0.00
None
0.00

WABTEC

OTR
COM
Shares1.61M
TypeSH
Market value$402.21M
2.29%
Sole
1.61M
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

OTR
COM
Shares3.96M
TypeSH
Market value$371.75M
2.12%
Sole
3.96M
Shared
0.00
None
0.00

LIQUIDIA CORPORATION

OTR
COM NEW
Shares8.66M
TypeSH
Market value$326.68M
1.86%
Sole
8.66M
Shared
0.00
None
0.00

CRINETICS PHARMACEUTICALS IN

OTR
COM
Shares8.34M
TypeSH
Market value$302.84M
1.73%
Sole
8.34M
Shared
0.00
None
0.00

ALPHABET INC

OTR
CAP STK CL C
Shares996.23K
TypeSH
Market value$285.78M
1.63%
Sole
996.23K
Shared
0.00
None
0.00

ROIVANT SCIENCES LTD

OTR
SHS
Shares9.68M
TypeSH
Market value$268.00M
1.53%
Sole
9.68M
Shared
0.00
None
0.00

VISA INC

OTR
COM CL A
Shares840.71K
TypeSH
Market value$254.10M
1.45%
Sole
840.71K
Shared
0.00
None
0.00

ARAMARK

OTR
COM
Shares6.14M
TypeSH
Market value$248.73M
1.42%
Sole
6.14M
Shared
0.00
None
0.00
Page 1 of 7