FARALLON CAPITAL MANAGEMENT, L.L.C.
SAN FRANCISCO CA · SEC CIK 0000909661
$216.76亿2026Q2 申报市值
89持仓数
62.1%前十大占比 · 第一大 20.7%
22 / 107新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IMVT 加仓+$1.64亿
ROIV 加仓+$1.64亿
BSX 加仓+$1.30亿
BBIO 加仓+$1.03亿
TNGX 加仓+$9,939.40万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$4.60亿
AMZN 减仓-$3.78亿
AON 减仓-$3.75亿
SCHW 清仓-$3.72亿
GOOG 清仓-$2.86亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -368,000 | -100.0% | -$7,776.21万 | 清仓 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -1,261,000 | -100.0% | -$7,327.67万 | 清仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | -836,000 | -100.0% | -$7,015.71万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | -674,000 | -100.0% | -$4,561.63万 | 清仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $0 | 0.00% | 0 | -603,000 | -100.0% | -$2,689.80万 | 清仓 |
| RPRX | ROYALTY PHARMA PLC | $0 | 0.00% | 0 | -493,000 | -100.0% | -$2,364.92万 | 清仓 |
| CECO | CECO ENVIRONMENTAL CORP | $0 | 0.00% | 0 | -234,000 | -100.0% | -$1,394.17万 | 清仓 |
| — | CG ONCOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,353.60万 | 清仓 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -292,000 | -100.0% | -$1,176.47万 | 清仓 |
| FORM | FORMFACTOR INC | $0 | 0.00% | 0 | -56,500 | -100.0% | -$547.99万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -17,000 | -100.0% | -$546.96万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -45,500 | -100.0% | -$533.44万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -47,000 | -100.0% | -$533.03万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -36,000 | -100.0% | -$517.64万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -73,000 | -100.0% | -$517.21万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -51,000 | -100.0% | -$512.91万 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD | $0 | 0.00% | 0 | -78,000 | -100.0% | -$510.59万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$510.41万 | 清仓 |
| LFUS | LITTELFUSE INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$509.02万 | 清仓 |
| PIPR | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -66,000 | -100.0% | -$505.23万 | 清仓 |
| AIR | AAR CORP | $0 | 0.00% | 0 | -46,000 | -100.0% | -$503.52万 | 清仓 |
| GTX | GARRETT MOTION INC | $0 | 0.00% | 0 | -275,000 | -100.0% | -$499.68万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -93,000 | -100.0% | -$496.71万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -108,000 | -100.0% | -$494.86万 | 清仓 |
| INTR | INTER & CO INC | $0 | 0.00% | 0 | -614,500 | -100.0% | -$489.14万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$484.22万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -86,000 | -100.0% | -$479.88万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -19,000 | -100.0% | -$476.10万 | 清仓 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | -104,000 | -100.0% | -$468.31万 | 清仓 |
| RNA | ATRIUM THERAPEUTICS INC | $0 | 0.00% | 0 | -349,360 | -100.0% | -$467.09万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -105,000 | -100.0% | -$467.04万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$466.55万 | 清仓 |
| IRD | OPUS GENETICS INC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$455.00万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -265,000 | -100.0% | -$448.25万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -41,000 | -100.0% | -$428.65万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -3,319 | -100.0% | -$173.74万 | 清仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $0 | 0.00% | 0 | -41,000 | -100.0% | -$124.64万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -15,800 | -100.0% | -$99.07万 | 清仓 |
| ALKS | ALKERMES PLC | $0 | 0.00% | 0 | -20,800 | -100.0% | -$73.55万 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $0 | 0.00% | 0 | -4,000 | -100.0% | -$67.61万 | 清仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -26,000 | -100.0% | -$61.26万 | 清仓 |
| CELC | CELCUITY INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$45.66万 | 清仓 |
| LIVN | LIVANOVA PLC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$38.14万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$36.90万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -4,800 | -100.0% | -$36.04万 | 清仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$35.65万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$34.46万 | 清仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $0 | 0.00% | 0 | -7,000 | -100.0% | -$34.41万 | 清仓 |
| ONC | BEONE MEDICINES LTD | $0 | 0.00% | 0 | -1,100 | -100.0% | -$32.67万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$32.11万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$31.41万 | 清仓 |
| — | NUVALENT INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$30.73万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -18,000 | -100.0% | -$30.56万 | 清仓 |
| STOK | STOKE THERAPEUTICS INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$29.30万 | 清仓 |
| ERAS | ERASCA INC | $0 | 0.00% | 0 | -18,000 | -100.0% | -$29.12万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -3,000 | -100.0% | -$29.02万 | 清仓 |
| NKTR | NEKTAR THERAPEUTICS | $0 | 0.00% | 0 | -4,000 | -100.0% | -$28.78万 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -2,600 | -100.0% | -$27.99万 | 清仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$27.71万 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$26.92万 | 清仓 |
| KRYS | KRYSTAL BIOTECH INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$25.83万 | 清仓 |
| OMER | OMEROS CORP | $0 | 0.00% | 0 | -23,000 | -100.0% | -$24.29万 | 清仓 |
| ALMS | ALUMIS INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$24.23万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$24.14万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -2,800 | -100.0% | -$23.40万 | 清仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$23.36万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$23.14万 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -14,000 | -100.0% | -$22.89万 | 清仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -24,000 | -100.0% | -$22.85万 | 清仓 |
| VCYT | VERACYTE INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$22.55万 | 清仓 |
| GRFS | GRIFOLS S A | $0 | 0.00% | 0 | -28,000 | -100.0% | -$22.46万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -3,000 | -100.0% | -$21.35万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$20.76万 | 清仓 |
| BLTE | BELITE BIO INC | $0 | 0.00% | 0 | -1,300 | -100.0% | -$20.73万 | 清仓 |
| MMSI | MERIT MED SYS INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$20.68万 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS | $0 | 0.00% | 0 | -4,000 | -100.0% | -$20.68万 | 清仓 |
| HR | HEALTHCARE RLTY TR | $0 | 0.00% | 0 | -12,000 | -100.0% | -$20.39万 | 清仓 |
| URGN | UROGEN PHARMA LTD | $0 | 0.00% | 0 | -11,000 | -100.0% | -$19.78万 | 清仓 |
| VIR | VIR BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -22,000 | -100.0% | -$19.71万 | 清仓 |
| PGEN | PRECIGEN INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$19.35万 | 清仓 |
| SDGR | SCHRODINGER INC | $0 | 0.00% | 0 | -17,000 | -100.0% | -$19.31万 | 清仓 |
| DYN | DYNE THERAPEUTICS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$18.13万 | 清仓 |
| NVAX | NOVAVAX INC | $0 | 0.00% | 0 | -22,000 | -100.0% | -$17.91万 | 清仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $0 | 0.00% | 0 | -40,000 | -100.0% | -$16.92万 | 清仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | -11,000 | -100.0% | -$15.27万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -18,000 | -100.0% | -$15.25万 | 清仓 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | -19,000 | -100.0% | -$14.10万 | 清仓 |
| ARDX | ARDELYX INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$13.78万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$12.62万 | 清仓 |
| NUVB | NUVATION BIO INC | $0 | 0.00% | 0 | -29,000 | -100.0% | -$12.44万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -26,000 | -100.0% | -$9.13万 | 清仓 |
| ALT | ALTIMMUNE INC | $0 | 0.00% | 0 | -27,600 | -100.0% | -$8.50万 | 清仓 |
| CCCC | C4 THERAPEUTICS INC | $0 | 0.00% | 0 | -28,000 | -100.0% | -$7.36万 | 清仓 |
| — | TVARDI THERAPEUTICS INC | $0 | 0.00% | 0 | -21,438 | -100.0% | -$6.82万 | 清仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$4.56万 | 清仓 |
| EVH | EVOLENT HEALTH INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$3.19万 | 清仓 |