SEC 13F Intelligence

Farallon Capital Management, L.L.C. / AGIO

Farallon Capital Management, L.L.C.’s Agios Pharmaceuticals Inc Position

Does Farallon Capital Management, L.L.C. own Agios Pharmaceuticals Inc (AGIO)? Yes — 5.68M shares worth $192M (+1.04% of its 13F portfolio) as of Q1 2026, up from 5.16M shares the prior filed quarter.

Position Value
$192M
Q1 2026
Shares
5.68M
% of Portfolio
+1.04%
Quarters Held
26
currently held

Position History AGIO

Reported value by quarter
Q4 ’19: $60MQ4 ’19Q1 ’20: $44MQ2 ’20: $67MQ3 ’20: $38MQ4 ’20: $43MQ4 ’20Q1 ’21: $65MQ2 ’21: $64MQ3 ’21: $38MQ4 ’21: $41MQ4 ’21Q1 ’22: $39MQ2 ’22: $30MQ3 ’22: $42MQ4 ’22: $57MQ4 ’22Q1 ’23: $48MQ2 ’23: $76MQ3 ’23: $68MQ4 ’23: $93MQ4 ’23Q1 ’24: $163MQ2 ’24: $244MQ3 ’24: $252MQ4 ’24: $186MQ4 ’24Q1 ’25: $167MQ2 ’25: $192MQ3 ’25: $232MQ4 ’25: $140MQ4 ’25Q1 ’26: $192Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.68M$192M+1.04%
Q4 20255.16M$140M+0.66%
Q3 20255.78M$232M+0.95%
Q2 20255.77M$192M+0.81%
Q1 20255.70M$167M+0.89%
Q4 20245.67M$186M+0.95%
Q3 20245.66M$252M+1.22%
Q2 20245.65M$244M+1.15%
Q1 20245.59M$163M+0.74%
Q4 20234.17M$93M+0.41%
Q3 20232.75M$68M+0.29%
Q2 20232.69M$76M+0.43%
Q1 20232.09M$48M+0.24%
Q4 20222.03M$57M+0.37%
Q3 20221.50M$42M+0.23%
Q2 20221.33M$30M+0.17%
Q1 20221.33M$39M+0.17%
Q4 20211.26M$41M+0.21%
Q3 2021818.8K$38M+0.18%
Q2 20211.16M$64M+0.26%
Q1 20211.25M$65M+0.36%
Q4 20201.00M$43M+0.28%
Q3 20201.08M$38M+0.27%
Q2 20201.25M$67M+0.54%
Q1 20201.25M$44M+0.27%
Q4 20191.25M$60M+0.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Farallon Capital Management, L.L.C.’s full portfolio or all institutional holders of AGIO.