单一明星管理人的 13F-HR 档案页：最新季前十大持仓与季度调仓帧差，/institutions 分类目录的静态下钻页。法定强制披露、公共域、申报日 PIT、季度节奏；仅展示层，非研究 claim。
独立佐证 · 单一管理人 13F 档案
Corvex Management LP
激进股东SEC EDGAR 13F-HR · 2026-10-16SEC 13F-HR · EDGAR · filed-date PIT · 季度 · 公共域 · 申报日 2026-08-14
EDGAR 13F-HR 申报历史持仓数
25
申报总市值
$3.3B
最新申报季
2026-06-30
| # | 发行人 | 市值 | 股数 | 占比 |
|---|---|---|---|---|
| 1 | ILLUMINA INC | $497.7M | 2.8M | 15.20% |
| 2 | GENEDX HOLDINGS CORP | $328.5M | 4.8M | 10.03% |
| 3 | VESTIS CORPORATION | $287.7M | 19.8M | 8.79% |
| 4 | SOUTHWEST GAS HLDGS INC | $284.5M | 3.2M | 8.69% |
| 5 | MGM RESORTS INTERNATIONAL | $255.7M | 5.3M | 7.81% |
| 6 | AMAZON COM INC | $215.9M | 906K | 6.59% |
| 7 | DISNEY WALT CO | $208.0M | 2.2M | 6.35% |
| 8 | VISTRA CORP | $161.8M | 1.0M | 4.94% |
| 9 | META PLATFORMS INC | $157.7M | 280K | 4.82% |
| 10 | PEOPLE INC | $129.0M | 2.8M | 3.94% |
| 11 | LIBERTY LIVE HOLDINGS INC | $101.8M | 1.0M | 3.11% |
| 12 | CEMEX SA EURO MTN BE 144A | $99.8M | 8.3M | 3.05% |
| 13 | PLANET FITNESS MASTER ISSUER | $98.8M | 1.9M | 3.02% |
| 14 | RESTAURANT BRANDS INTL INC | $91.7M | 1.3M | 2.80% |
| 15 | UNION PAC CORP | $88.8M | 326K | 2.71% |
| 16 | META PLATFORMS INC看涨期权 | $56.3M | 100K | 1.72% |
| 17 | FORTREA HLDGS INC | $52.0M | 3.0M | 1.59% |
| 18 | MICROSOFT CORP | $49.1M | 132K | 1.50% |
| 19 | LIBERTY MEDIA CORP DEL | $38.1M | 401K | 1.16% |
| 20 | ONTERRIS INC | $35.8M | 1.8M | 1.09% |
| 21 | LIBERTY MEDIA CORP DEL | $27.9M | 318K | 0.85% |
| 22 | LIBERTY LIVE HOLDINGS INC | $3.4M | 32K | 0.10% |
| 23 | NVIDIA CORPORATION | $3.3M | 16K | 0.10% |
| 24 | TESLA INC | $1.2M | 3K | 0.04% |
| 25 | FLYEXCLUSIVE INC | $42K | 201K | 0.00% |
前 6 大集中度 · 57%
占比按本页可见持仓（前 ≤50 大）市值合计计算。
SEC Form 13F-HR quarterly institutional holdings — the legally mandated public report (public domain, 17 U.S.C. §105) every institutional manager with >=US$100M discretion must file within 45 days of quarter-end. Panel shows a bounded curated subset of star managers (CIKs verified against EDGAR submissions JSON; registry re-verified on each admission, latest 2026-08-28; candidates not verifiable as actively filing — e.g. Scion, Greenlight, Omega Advisors, Pabrai — were honestly dropped), latest quarter top-10 holdings plus quarter-over-quarter frame diff (new/increased/reduced/exited on share counts, with a whole-USD value delta = current − prior quarter as-filed value; full position value on new/exited, and on increased/reduced the value sign may oppose the share move — price drift). Values are as filed in the EDGAR 2014+ information-table XML (whole USD — the 'expressed in thousands' note is the legacy HTML rendering); same-(CUSIP, class, option) tranches merged into one position; shares as filed (SH lines; option lines flagged PUT/CALL). Filing-date point-in-time; amendments supersede (latest filing per report quarter wins). Issuer→ticker links are exact normalized-name matches (case/punctuation/apostrophes/legal suffixes) against the terminal's US stock universe and the SEC company_tickers snapshot (current, not as-of-filing; ambiguous multi-entity names dropped) — EDGAR infotables carry CUSIPs, not tickers, and as-filed abbreviations stay unmatched plain text. The value/growth/activist/macro/quant/china_background/other category tags are HUMAN-CURATED editorial metadata written in the fetch registry — they do NOT exist in any SEC data source. Display-only, not a research claim; NOT part of any OOS pipeline.
分类标签为人工策展的编辑部元数据（写死在抓取清单里），非 SEC 数据源字段。