Corvex Management LP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.4T
Holdings
22
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MGMMGM RESORTS INTERNATIONAL | 15,692,772 | $402.7B | 28.09% | |
| 2 | FANGDIAMONDBACK ENERGY INC | 2,651,522 | $269.2B | 18.78% | |
| 3 | NDQINVESCO QQQ TR | 1,200,000 | $215.6B | 15.04% | Call |
| 4 | TMUST MOBILE US INC | 1,780,430 | $123.0B | 8.58% | |
| 5 | ADBEADOBE INC | 269,907 | $71.9B | 5.02% | |
| 6 | GOOGLALPHABET INC | 42,635 | $50.2B | 3.50% | |
| 7 | AMZNAMAZON COM INC | 26,500 | $47.2B | 3.29% | |
| 8 | DISDISNEY WALT CO | 423,100 | $47.0B | 3.28% | |
| 9 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 433,780 | $40.9B | 2.86% | |
| 10 | GWREGUIDEWIRE SOFTWARE INC | 386,000 | $37.5B | 2.62% | |
| 11 | CBOECBOE GLOBAL MARKETS INC | 234,500 | $22.4B | 1.56% | |
| 12 | CMCSACOMCAST CORP NEW | 495,800 | $19.8B | 1.38% | |
| 13 | —WAITR HLDGS INC | 1,445,499 | $17.8B | 1.24% | |
| 14 | METAFACEBOOK INC | 105,000 | $17.5B | 1.22% | Call |
| 15 | MSGSMADISON SQUARE GARDEN CO NEW | 58,400 | $17.1B | 1.19% | |
| 16 | ZAYOEURZAYO GROUP HLDGS INC | 511,100 | $14.5B | 1.01% | |
| 17 | ZEN1EURZENDESK INC | 99,848 | $8.5B | 0.59% | |
| 18 | —MEDICINES CO | 5,000,000 | $5.0B | 0.35% | |
| 19 | CELGCELGENE CORP | 27,404 | $2.6B | 0.18% | |
| 20 | —FGL HLDGS | 170,313 | $1.3B | 0.09% | |
| 21 | —FALCON MINERALS CORP | 145,475 | $1.3B | 0.09% | |
| 22 | —FALCON MINERALS CORP | 878,024 | $720.0M | 0.05% |