Holders — by stockHoldings — by fund
Corvex Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001535472
$3.27B
disclosed book value
24
positions
15.2%
largest position share
Positions, as of 2026-06-30
top 25 of 24 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ILMNILLUMINA INC | 2.8M | $497.7M | 15.2% |
| 2 | WGSGENEDX HOLDINGS CORP | 4.8M | $328.5M | 10% |
| 3 | VSTSVESTIS CORPORATION | 19.8M | $287.7M | 8.8% |
| 4 | SWXSOUTHWEST GAS HLDGS INC | 3.2M | $284.5M | 8.7% |
| 5 | MGMMGM RESORTS INTERNATIONAL | 5.3M | $255.7M | 7.8% |
| 6 | AMZNAMAZON COM INC | 905,732 | $215.9M | 6.6% |
| 7 | DISDISNEY WALT CO | 2.2M | $208.0M | 6.4% |
| 8 | VSTVISTRA CORP | 1.0M | $161.8M | 4.9% |
| 9 | METAMETA PLATFORMS INC | 280,000 | $157.7M | 4.8% |
| 10 | PPLIPEOPLE INC | 2.8M | $129.0M | 3.9% |
| 11 | LLYVALIBERTY LIVE HOLDINGS INC | 1.0M | $101.8M | 3.1% |
| 12 | CXCEMEX SA EURO MTN BE 144A | 8.3M | $99.8M | 3% |
| 13 | PLNTPLANET FITNESS MASTER ISSUER | 1.9M | $98.8M | 3% |
| 14 | QSRRESTAURANT BRANDS INTL INC | 1.3M | $91.7M | 2.8% |
| 15 | UNPUNION PAC CORP | 326,330 | $88.8M | 2.7% |
| 16 | METAMETA PLATFORMS INCCALL | 100,000 | $56.3M | 1.7% |
| 17 | FTREFORTREA HLDGS INC | 3.0M | $52.0M | 1.6% |
| 18 | MSFTMICROSOFT CORP | 131,661 | $49.1M | 1.5% |
| 19 | FWONKLIBERTY MEDIA CORP DEL | 400,900 | $38.1M | 1.2% |
| 20 | ONTONTERRIS INC | 1.8M | $35.8M | 1.1% |
| 21 | FWONALIBERTY MEDIA CORP DEL | 318,350 | $27.9M | 0.9% |
| 22 | LLYVKLIBERTY LIVE HOLDINGS INC | 32,322 | $3.4M | 0.1% |
| 23 | NVDANVIDIA CORPORATION | 16,250 | $3.3M | 0.1% |
| 24 | TSLATESLA INC | 2,850 | $1.2M | 0% |
| 25 | FLYX/WSFLYEXCLUSIVE INC | 200,827 | $42,174 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.