Corvex-Management-Lp
AI_NATIVE detailed information: This accession holds the following tickers:[ "WGS", "AQN", "GOOGL", "IAC", "LLYVA", "AMBP", "META", "LAB", "MSFT", "ILMN", null, "NVDA", "PLTR", "SRE", "MDU", "TSM", "UGI", "SWX", "DLTR", "FTRE", "HSII", "IAS", "AMZN", null, "VSTS", "NSC", "LLYVK", "MGM", "LNG", "KOF", "CSX", "IWM", "TSLA" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 33
- Total Value
- 2592523217
- Accession Number
- 0001011438-25-000319
- Form Type
- 13F-HR
- Manager Name
- Corvex-Management-Lp
Data Enrichment
94% identified31 identified2 unidentified
Holdings
33 positions • $2.6B total value
Manager:
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Page 1 of 2
Shares:4.8M
Value:$342.4M
% of Portfolio:13.2% ($342.4M/$2.6B)
Shares:310.4K
Value:$51.5M
% of Portfolio:2.0% ($51.5M/$2.6B)
Shares:1.0M
Value:$42.9M
% of Portfolio:1.7% ($42.9M/$2.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.8M | QoQ NEW(+4.8M) YoY 0.00% (-0) | All Managers (Combined) | $342.4M | 13.2% ($342.4M/$2.6B) | QoQ NEW(+$342.4M) | |
ILLUMINA, INC.(ILMNcusip452327109) | 3.8M | QoQ NEW(+3.8M) | All Managers (Combined) | $303.8M | 11.7% ($303.8M/$2.6B) | QoQ NEW(+$303.8M) |
| 3.2M | QoQ NEW(+3.2M) YoY NEW(+3.2M) | All Managers (Combined) | $241.0M | 9.3% ($241.0M/$2.6B) | QoQ NEW(+$241.0M) YoY NEW(+$241.0M) | |
| 2.5M | QoQ NEW(+2.5M) YoY 0.00% (+0) | All Managers (Combined) | $219.1M | 8.5% ($219.1M/$2.6B) | QoQ NEW(+$219.1M) | |
| 5.7M | QoQ NEW(+5.7M) | All Managers (Combined) | $168.6M | 6.5% ($168.6M/$2.6B) | QoQ NEW(+$168.6M) | |
Vestis Corp(VSTScusip29430C102) | 17.0M | QoQ NEW(+17.0M) | All Managers (Combined) | $168.4M | 6.5% ($168.4M/$2.6B) | QoQ NEW(+$168.4M) |
| 2.4M | QoQ NEW(+2.4M) | All Managers (Combined) | $110.7M | 4.3% ($110.7M/$2.6B) | QoQ NEW(+$110.7M) | |
AMAZON COM INC(AMZNcusip023135106) | 565.0K | QoQ NEW(+565.0K) | All Managers (Combined) | $107.5M | 4.1% ($107.5M/$2.6B) | QoQ NEW(+$107.5M) |
Alphabet Inc.(GOOGLcusip02079K305) | 643.2K | QoQ NEW(+643.2K) | All Managers (Combined) | $99.5M | 3.8% ($99.5M/$2.6B) | QoQ NEW(+$99.5M) |
| 5.9M | QoQ NEW(+5.9M) | All Managers (Combined) | $99.3M | 3.8% ($99.3M/$2.6B) | QoQ NEW(+$99.3M) | |
| 998.7K | QoQ NEW(+998.7K) | All Managers (Combined) | $91.2M | 3.5% ($91.2M/$2.6B) | QoQ NEW(+$91.2M) | |
| 1.1M | QoQ NEW(+1.1M) YoY NEW(+1.1M) | All Managers (Combined) | $75.4M | 2.9% ($75.4M/$2.6B) | QoQ NEW(+$75.4M) YoY NEW(+$75.4M) | |
| 297.4K | QoQ NEW(+297.4K) | All Managers (Combined) | $70.4M | 2.7% ($70.4M/$2.6B) | QoQ NEW(+$70.4M) | |
| 1.0M | QoQ NEW(+1.0M) | All Managers (Combined) | $68.7M | 2.6% ($68.7M/$2.6B) | QoQ NEW(+$68.7M) | |
MICROSOFT CORP(MSFTcusip594918104) | 173.7K | QoQ NEW(+173.7K) YoY 0.00% (-0) | All Managers (Combined) | $65.2M | 2.5% ($65.2M/$2.6B) | QoQ NEW(+$65.2M) |
UGI CORP /PA/(UGIcusip902681105) | 2.0M | QoQ NEW(+2.0M) YoY NEW(+2.0M) | All Managers (Combined) | $64.8M | 2.5% ($64.8M/$2.6B) | QoQ NEW(+$64.8M) YoY NEW(+$64.8M) |
| 1.8M | QoQ NEW(+1.8M) | All Managers (Combined) | $51.6M | 2.0% ($51.6M/$2.6B) | QoQ NEW(+$51.6M) | |
| 310.4K | QoQ NEW(+310.4K) YoY NEW(+310.4K) | All Managers (Combined) | $51.5M | 2.0% ($51.5M/$2.6B) | QoQ NEW(+$51.5M) YoY NEW(+$51.5M) | |
| 1.0M | YoY NEW(+1.0M) | All Managers (Combined) | $42.9M | 1.7% ($42.9M/$2.6B) | YoY NEW(+$42.9M) | |
| 4.5M | QoQ NEW(+4.5M) YoY NEW(+4.5M) | All Managers (Combined) | $33.8M | 1.3% ($33.8M/$2.6B) | QoQ NEW(+$33.8M) YoY NEW(+$33.8M) |