AS

Andrew Spokes

Multi-Strategy
Farallon Capital Management

Managing Partner of Farallon Capital Management (founded by Tom Steyer). Multi-strategy fund spanning risk arbitrage, credit, real estate, and long/short equity with a "capital preservation first" ethos.

Q2 2026 13F FilingFiled August 14, 2026View on SEC EDGAR
Total positions
65
Portfolio value
$11.28B
Top-10 concentration
29.5%
First quarter loaded — quarter-over-quarter changes will appear once Q2 2026 data is filed (~August 2026).
Sector allocation9 sectors
Healthcare75.9%
Technology10.8%
Consumer Cyclical5.6%
Financial Services4.1%
Industrials1.8%
Other1.6%
Basic Materials0.2%
Energy0.0%
Real Estate0.0%

Q2 2026 Portfolio65 positions

#, Company, % of Portfolio, Value
#Company% of PortfolioValueSharesvs Last Qtr
1
BBIOBRIDGEBIO PHARMA INC7
3.7%
$800.1M10.74M—
2
PTGXPROTAGONIST THERAPEUTICS INC2
3.6%
$778.2M6.35M—
3
EXELEXELIXIS INC5
3.4%
$732.8M13.47M—
4
LQDALIQUIDIA CORPORATION
3.1%
$666.9M8.37M—
5
AMZNAMAZON COM INC19
2.9%
$627.5M2.63M—
6
LNTHLANTHEUS HLDGS INC3
2.9%
$619.4M5.58M—
7
NTRANATERA INC8
2.8%
$602.2M2.22M—
8
UNHUNITEDHEALTH GROUP INC9
2.4%
$528.1M1.27M—
9
TMOTHERMO FISHER SCIENTIFIC INC9
2.4%
$526.0M1.05M—
10
ROIVROIVANT SCIENCES LTD5
2.3%
$506.4M14.31M—
11
AONAON PLC7
2.1%
$458.6M1.38M—
12
BSXBOSTON SCIENTIFIC CORP7
2.1%
$449.0M10.52M—
13
AVGOBROADCOM INC13
2.0%
$435.1M1.15M—
14
MSFTMICROSOFT CORP15
1.9%
$415.1M1.11M—
15
TNGXTANGO THERAPEUTICS INC2
1.8%
$383.8M12.28M—
16
SNPSSYNOPSYS INC5
1.7%
$370.1M830K—
17
BEAMBEAM THERAPEUTICS INC3
1.6%
$351.3M10.24M—
18
GRALGRAIL INC3
1.3%
$284.1M4.16M—
19
IMVTIMMUNOVANT INC2
1.0%
$223.7M5.80M—
20
TWSTTWIST BIOSCIENCE CORP3
1.0%
$219.8M2.14M—
21
AGIOAGIOS PHARMACEUTICALS INC
1.0%
$219.6M5.92M—
22
ARMKARAMARK5
0.95%
$206.3M3.63M—
23
AZNASTRAZENECA PLC4
0.50%
$108.8M574K—
24
JNJJOHNSON & JOHNSON8
0.48%
$103.6M408K—
25
PBLSPARABILIS MEDICINES INC2
0.30%
$64.8M2.37M—
26
NVSEFNOVARTIS AG2
0.26%
$56.9M363K—
27
GHGUARDANT HEALTH INC5
0.22%
$48.3M322K—
28
AVTXAVALO THERAPEUTICS INC3
0.21%
$46.2M2.50M—
29
JOYYJOYY INC
0.21%
$46.1M699K—
30
ASMBASSEMBLY BIOSCIENCES INC
0.20%
$44.1M1.60M—
31
ENTAENANTA PHARMACEUTICALS INC
0.16%
$35.3M2.42M—
32
MAZEMAZE THERAPEUTICS INC
0.15%
$33.1M1.11M—
33
CGONCG ONCOLOGY INC
0.13%
$28.4M400K—
34
MRKMERCK & CO INC8
0.12%
$25.6M199K—
35
WRBYWARBY PARKER INC
0.12%
$25.1M828K—
36
KLRAKAILERA THERAPEUTICS INC2
0.11%
$24.2M1.10M—
37
RTPPFRIO TINTO PLC3
0.08%
$17.4M183K—
38
AXTAAXALTA COATING SYS LTD5
0.08%
$16.4M478K—
39
VNETVNET GROUP INC2
0.07%
$16.0M1.99M—
40
BIIBBIOGEN INC2
0.07%
$15.3M71K—
41
TSHATAYSHA GENE THERAPIES INC2
0.07%
$15.3M2.25M—
42
MOBIMOBIA MED INC
0.07%
$15.1M1.13M—
43
NERVMINERVA NEUROSCIENCES INC
0.06%
$13.1M2.37M—
44
ALMRALAMAR BIOSCIENCES INC3
0.06%
$12.5M463K—
45
ALVOWALVOTECH
0.05%
$10.6M2.86M—
46
BBNXBETA BIONICS INC
0.04%
$9.3M595K—
47
SMGSCOTTS MIRACLE-GRO CO3
0.03%
$6.0M88K—
48
WAYWAYSTAR HLDG CORP
0.03%
$5.4M265K—
49
BC-PCBRUNSWICK CORP3
0.02%
$5.1M61K—
50
GNTXGENTEX CORP3
0.02%
$5.0M199K—
51
IDXXIDEXX LABS INC5
0.02%
$4.7M9K—
52
PRMEPRIME MEDICINE INC2
0.02%
$4.6M1.24M—
53
CMCCOMMERCIAL METALS CO
0.02%
$4.2M67K—
54
JATTJATT II ACQUISITION CORP
0.02%
$3.4M300K—
55
SGMTSAGIMET BIOSCIENCES INC2
0.01%
$3.2M415K—
56
STRDSTRATEGY INC7
0.01%
$2.3M2.63M—
57
SMCSUMMIT MIDSTREAM CORPORATION
<0.01%
$1.7M58K—
58
TEVATEVA PHARMACEUTICAL INDS LTD6
<0.01%
$1.4M40K—
59
COGTCOGENT BIOSCIENCES INC3
<0.01%
$658K17K—
60
WELLWELLTOWER INC4
<0.01%
$227K1K—
61
BGLWWBLUE GOLD LTD2
<0.01%
$31K256K—
62
GERNGERON CORP
<0.01%
$18K14K—
63
CGCCANOPY GROWTH CORPORATION
<0.01%
$17K18K—
64
RANIRANI THERAPEUTICS HLDGS INC
<0.01%
$16K21K—
65
BYNDBEYOND MEAT INC2
<0.01%
$14K19K—
Compare Andrew Spokes's portfolio with another investor
See which stocks Andrew shares with Buffett, Ackman, Burry, and 17 others.
Open overlap tool

Data sourced from SEC 13F-HR filings via EDGAR. Holdings are reported quarterly and may not reflect current positions. CUSIP-to-ticker mapping is approximate. Not financial advice.