Corvex Management LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$2.4T
Holdings
31
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MGMMGM RESORTS INTERNATIONAL | 15,673,778 | $703.4B | 29.34% | |
| 2 | PEOEXELON CORP | 3,571,827 | $206.3B | 8.60% | Call |
| 3 | GOOGLALPHABET INC | 69,015 | $199.9B | 8.34% | |
| 4 | FIVNFIVE9 INC | 1,386,139 | $190.3B | 7.94% | Call |
| 5 | MSFTMICROSOFT CORP | 454,652 | $152.9B | 6.38% | |
| 6 | AMZNAMAZON COM INC | 35,775 | $119.3B | 4.97% | |
| 7 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 1,630,789 | $91.2B | 3.80% | |
| 8 | WYNNWYNN RESORTS LTD | 1,017,600 | $86.5B | 3.61% | Put |
| 9 | ARKKARK ETF TR | 911,200 | $86.2B | 3.59% | Put |
| 10 | LM03LIBERTY MEDIA CORP DEL | 1,552,622 | $79.0B | 3.29% | |
| 11 | JPMJPMORGAN CHASE & CO | 426,398 | $67.5B | 2.82% | |
| 12 | CRMSALESFORCE COM INC | 262,772 | $66.8B | 2.78% | |
| 13 | ZNGAEURZYNGA INC | 9,132,667 | $58.4B | 2.44% | Call |
| 14 | TMUST-MOBILE US INC | 484,226 | $56.2B | 2.34% | |
| 15 | UBERUBER TECHNOLOGIES INC | 1,081,470 | $45.3B | 1.89% | |
| 16 | LSXMKUSDLIBERTY MEDIA CORP DEL | 736,519 | $37.5B | 1.56% | |
| 17 | —EQRX INC | 5,250,000 | $35.8B | 1.49% | |
| 18 | DISDISNEY WALT CO | 217,060 | $33.6B | 1.40% | |
| 19 | SLGCUSDSOMALOGIC INC | 2,500,000 | $29.1B | 1.21% | |
| 20 | SMFRUSDSEMA4 HOLDINGS CORP | 4,500,000 | $20.1B | 0.84% | |
| 21 | —BLUESCAPE OPPORTUNITIES ACQU | 1,000,000 | $9.8B | 0.41% | |
| 22 | —SKYDECK ACQUISITION CORP | 980,000 | $9.6B | 0.40% | |
| 23 | RADIGUSDRADIUS GLOBAL INFRASTRCTRE I | 333,332 | $5.4B | 0.22% | |
| 24 | —ARYA SCIENCES ACQU CORP IV | 400,000 | $4.0B | 0.17% | |
| 25 | MAMASTERCARD INCORPORATED | 3,700 | $1.3B | 0.06% | |
| 26 | VVISA INC | 5,900 | $1.3B | 0.05% | |
| 27 | —BLUESCAPE OPPORTUNITIES ACQU | 499,999 | $421.0M | 0.02% | |
| 28 | —SKYDECK ACQUISITION CORP | 326,666 | $268.0M | 0.01% | |
| 29 | —LONGVIEW ACQUISITION CORP II | 199,998 | $170.0M | 0.01% | |
| 30 | —EG ACQUISITION CORP | 200,832 | $124.0M | 0.01% | |
| 31 | —FALCON MINERALS CORP | 878,024 | $122.0M | 0.01% |