"It's hard to do a good job at anything you don't think about in the shower."
- Paul Graham
Symbol Company Shares Allocation (%)
FRX Forest Laboratories Inc. 7,935,000 11.44
AMT American Tower Corporation 3,100,000 4.03
FOXA Twenty - First Century Fox Inc. 6,745,000 3.42
YHOO Yahoo! Inc. 6,679,000 3.39
HPP Hudson Pacific Properties Inc. 8,722,016 3.19
SWY Safeway Inc. 6,313,900 3.13
QSC Questcor Pharmaceutical Inc. 2,280,000 3.04
CHTR Charter Communications Inc. 1,320,000 3.02
ROST Ross Stores Inc. 3,080,000 2.94
COV Covidien PLC 2,200,000 2.86
HSH.W Sara Lee Corp 3,050,000 2.74
MSFT Microsoft Corporation 4,445,000 2.68
HCBK Hudson City Bancorp Inc. 17,650,000 2.50
STT State Street Corporation 2,550,000 2.48
CCE Coca-Cola Enterprises Inc. 3,515,000 2.42
OI Owens Illinois Inc. 4,646,905 2.32
LB L Brands, Inc. 2,484,000 2.10
WY Weyerhaeuser Co. 4,193,000 2.00
TDG Transdigm Group Incorporated 824,000 1.99
VRX Valeant Pharmaceuticals International Inc. 1,000,000 1.82
FWLT Foster Wheeler AG. 3,647,436 1.79
TSLA Tesla Motors Inc. 500,000 1.73
PCLN The Priceline Group Inc. 94,000 1.63
ESRX Express Scripts Holding Company 1,621,400 1.62
ORCL Oracle Corporation 2,720,000 1.59
EBAY eBay Inc. 2,165,000 1.56
AGN Allergan Inc. 612,500 1.50
COL Rockwell Collins Inc. 1,305,485 1.47
SCHW The Charles Schwab Corporation 3,600,000 1.40
GOOGL Google Inc. 154,300 1.30
GOOG Google Inc. 152,300 1.26
LAMR Lamar Advertising Company 1,533,500 1.17
GA Giant Interactive Group Inc. 6,780,000 1.16
DTV DIRECTV 940,000 1.15
SIG Signet Jewelers Limited 693,300 1.11
ASH Ashland Inc. 653,000 1.03
CPA Copa Holdings S.A. 474,970 0.98
EDU New Oriental Education & Technology Group Inc. 2,363,600 0.91
CPRT Copart Inc. 1,717,774 0.89
AAL American Airlines Group Inc. 1,125,000 0.70
VNET 21Vianet Group Inc. 1,460,000 0.63
OAK Oaktree Capital Group LLC 840,000 0.61
GWPH GW Pharmaceuticals 352,500 0.55
KN Knowles Corporation 1,200,000 0.53
PFE Pfizer Inc. 1,005,000 0.43
AXLL.W Georgia Gulf Corp 617,000 0.42
MNK Mallinckrodt plc 348,600 0.40
MEOH Methanex Corporation 440,000 0.39
CLUB Town Sports International Holdings Inc. 4,060,082 0.39
PF Pinnacle Foods 790,000 0.38
GAME Shanda Games Limited 3,562,966 0.34
IDIX Idenix Pharmaceuticals Inc. 840,000 0.29
OREX Orexigen Therapeutics Inc. 2,684,300 0.24
HELI CHC Group 1,825,000 0.22
AMAT Applied Materials Inc. 639,225 0.21
ITMN InterMune, Inc. 300,000 0.19
RCPT Receptos Inc. 290,000 0.18
RPRX Repros Therapeutics Inc. 700,000 0.17
PNM PNM Resources Inc. 365,000 0.15
CBL CBL & Associates Properties Inc. 560,000 0.15
MCRS MICROS Systems Inc. 150,000 0.15
PCO Pendrell Corporation 5,706,968 0.14
TMUS T-Mobile US Inc. 295,000 0.14
PWRD Perfect World Co., Ltd. 477,500 0.14
CLVS Clovis Oncology Inc. 225,000 0.13
ANAC Anacor Pharmaceuticals Inc. 433,814 0.11
GULTU GULF CST UL DP RY UT 2,433,164 0.10
SHPGY Shire PLC 22,500 0.08
GLCH GLEACHER & CO 451,000 0.07
MACK Merrimack Pharmaceuticals Inc. 610,000 0.06
SNSS Sunesis Pharmaceuticals Inc. 670,000 0.06
FRED Fred's Inc. 283,324 0.06
OCIP OCI Partners LP 198,592 0.06
OIS Oil States International Inc. 51,050 0.05
KIN Kindred Biosciences 175,000 0.05
CLDN Celladon Corporation 200,000 0.05
TPH TRI Pointe Homes 160,000 0.04
CNL Cleco Corporation 38,894 0.03
GRFS Grifols S.A. 51,382 0.03
ALDR Alder BioPharmaceuticals 100,000 0.03
ARQL ArQule Inc. 1,258,732 0.03
ACAD ACADIA Pharmaceuticals Inc. 70,000 0.02
FATE Fate Therapeutics 248,102 0.02
EGRX Eagle Pharmaceuticals 100,000 0.02
STML Stemline Therapeutics Inc. 95,000 0.02
CORI Corium International 125,000 0.01
QURE uniQure N.V. 50,000 0.01
IBP Installed Building Products 48,398 0.01
AQXP Aquinox Pharmaceuticals 48,100 0.01

Disclaimer: Performance data not available for professional investor profiles. Holdings reflect SEC filing information for FARALLON CAPITAL MANAGEMENT LLC. All data on this profile as of 6/30/2014.