Corvex Management LP
13F filer · CIK 1535472 · New York, NY
Summary
Corvex Management LP reported $3.27B across 25 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are ILMN (15.2%), WGS (10.0%), VSTS (8.8%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 3, trimmed 7 and sold out of 6.
Reported value$3.27B
Positions25incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions5
Added3
Trimmed7
Sold out6
Top 24 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 15.2%Value $497.70MPrice $272.00Shares 2.83M -26.09%Since Jun 30 +54.69%
Weight 10.0%Value $328.46MPrice $75.79Shares 4.78M +48.21%Since Jun 30 +10.40%
Weight 8.8%Value $287.70MPrice $13.46Shares 19.81MSince Jun 30 -7.30%
Weight 8.7%Value $284.53MPrice $82.24Shares 3.21M -25.70%Since Jun 30 -7.26%
Weight 7.8%Value $255.69MPrice $31.52Shares 5.35MSince Jun 30 -34.07%
Weight 6.6%Value $215.87MPrice $246.67Shares 906K +2.61%Since Jun 30 +3.50%
Weight 6.4%Value $207.96MPrice $105.41Shares 2.16MSince Jun 30 +9.52%
Weight 4.9%Value $161.84MPrice $140.83Shares 1.02MSince Jun 30 -11.22%
Weight 4.8%Value $157.72MPrice $738.79Shares 280K +11566.67%Since Jun 30 +31.16%
Weight 3.9%Value $128.96MPrice $40.74Shares 2.79M -16.73%Since Jun 30 -11.74%
Weight 3.1%Value $101.81MPrice $96.58Shares 1.01MSince Jun 30 -4.62%
Weight 3.0%Value $99.78MPrice $9.65Shares 8.32M -3.31%Since Jun 30 -19.58%
Weight 3.0%Value $98.80MPrice $40.74Shares 1.89MSince Jun 30 -21.91%
Weight 2.8%Value $91.74MPrice $71.48Shares 1.27M -19.84%Since Jun 30 -1.42%
Weight 2.7%Value $88.76MPrice $274.15Shares 326K -32.62%Since Jun 30 +0.79%
Weight 1.6%Value $52.00MPrice $19.74Shares 2.99M -35.65%Since Jun 30 +13.45%
Weight 1.5%Value $49.11MPrice $508.96Shares 132KSince Jun 30 +36.44%
Weight 1.2%Value $38.14MPrice $93.08Shares 401KSince Jun 30 -2.17%
Weight 1.1%Value $35.77MPrice $14.11Shares 1.77MSince Jun 30 -30.18%
Weight 0.9%Value $27.87MPrice $85.35Shares 318KSince Jun 30 -2.50%
Weight 0.1%Value $3.41MPrice $99.12Shares 32KSince Jun 30 -6.17%
Weight 0.1%Value $3.25MPrice $227.21Shares 16KSince Jun 30 +13.55%
Weight 0.0%Value $1.20MPrice $352.84Shares 2,850Since Jun 30 -16.11%
Weight 0.0%Value $42.2KShares 201K
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 15.2% | $497.70M | +54.69% | -26.09% | Trim | |
| 10.0% | $328.46M | +10.40% | +48.21% | Add | |
| 8.8% | $287.70M | -7.30% | — | Hold | |
| 8.7% | $284.53M | -7.26% | -25.70% | Trim | |
| 7.8% | $255.69M | -34.07% | — | Hold | |
| 6.6% | $215.87M | +3.50% | +2.61% | Add | |
| 6.4% | $207.96M | +9.52% | — | Hold | |
| 4.9% | $161.84M | -11.22% | — | New | |
| 4.8% | $157.72M | +31.16% | +11566.67% | Add | |
| 3.9% | $128.96M | -11.74% | -16.73% | Trim | |
| 3.1% | $101.81M | -4.62% | — | Hold | |
| 3.0% | $99.78M | -19.58% | -3.31% | Trim | |
| 3.0% | $98.80M | -21.91% | — | New | |
| 2.8% | $91.74M | -1.42% | -19.84% | Trim | |
| 2.7% | $88.76M | +0.79% | -32.62% | Trim | |
| 1.6% | $52.00M | +13.45% | -35.65% | Trim | |
| 1.5% | $49.11M | +36.44% | — | Hold | |
| 1.2% | $38.14M | -2.17% | — | New | |
| 1.1% | $35.77M | -30.18% | — | New | |
| 0.9% | $27.87M | -2.50% | — | New | |
| 0.1% | $3.41M | -6.17% | — | Hold | |
| 0.1% | $3.25M | +13.55% | — | Hold | |
| 0.0% | $1.20M | -16.11% | — | Hold | |
| 0.0% | $42.2K | — | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.