Tom Steyer - Farallon Capital Management
Portfolio
$21.68 B
Positionen
89
Stichtag
2026-06-30
Quartal
Q2 2026
| STATE STR SPDR S&P 500 ETF T | 20.67% | Buy |
| REVOLUTION MEDICINES INC | 11.71% | Buy |
| ELECTRONIC ARTS INC | 7.49% | Add 6.02% |
| BRIDGEBIO PHARMA INC | 3.69% | Buy |
| PROTAGONIST THERAPEUTICS INC | 3.59% | Buy |
| EXELIXIS INC | 3.38% | Buy |
| LIQUIDIA CORPORATION | 3.08% | Buy |
| AMAZON COM INC | 2.90% | Buy |
| LANTHEUS HLDGS INC | 2.86% | Buy |
| NATERA INC | 2.78% | Buy |
| UNITEDHEALTH GROUP INC | 2.44% | Buy |
| THERMO FISHER SCIENTIFIC INC | 2.43% | Buy |
| ROIVANT SCIENCES LTD | 2.34% | Buy |
| AON PLC | 2.12% | Buy |
| BOSTON SCIENTIFIC CORP | 2.07% | Buy |
| BROADCOM INC | 2.01% | Buy |
| MICROSOFT CORP | 1.92% | Buy |
| TANGO THERAPEUTICS INC | 1.77% | Buy |
| KKR & CO INC | 1.74% | Buy |
| SYNOPSYS INC | 1.71% | Buy |
| BEAM THERAPEUTICS INC | 1.62% | Buy |
| CRINETICS PHARMACEUTICALS IN | 1.55% | Buy |
| GRAIL INC | 1.31% | Buy |
| WABTEC | 1.11% | Buy |
| IMMUNOVANT INC | 1.03% | Buy |
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