Question 1

How many shares of EXEL does FARALLON CAPITAL MANAGEMENT, L.L.C. own?

Accepted Answer

As of 2026-Q2, FARALLON CAPITAL MANAGEMENT, L.L.C. holds 13.5M shares of EXEL (EXELIXIS INC).

Question 2

What is FARALLON CAPITAL MANAGEMENT, L.L.C.'s EXEL position worth?

Accepted Answer

As of 2026-Q2, FARALLON CAPITAL MANAGEMENT, L.L.C.'s EXEL position is worth $732.8M.

Question 3

Is FARALLON CAPITAL MANAGEMENT, L.L.C. buying or selling EXEL?

Accepted Answer

In 2026-Q2, FARALLON CAPITAL MANAGEMENT, L.L.C. increased their EXEL position (+2.7% change in shares).

Question 4

When did FARALLON CAPITAL MANAGEMENT, L.L.C. first buy EXEL?

Accepted Answer

Based on available 13F filings, FARALLON CAPITAL MANAGEMENT, L.L.C. first reported a position in EXEL in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	13.5M	+2.7%	$732.8M	3.4%	$54.41	60
2026-Q1	Decreased	13.1M	-16.5%	$562.3M	2.9%	$40.74	0
2025-Q4	Decreased	15.7M	-19.4%	$688.5M	3.0%	$44.04	0
2025-Q3	Increased	19.5M	+21.6%	$805.4M	3.3%	$40.57	70
2025-Q2	Decreased	16M	-28.8%	$706.8M	3.0%	$43.67	0
2025-Q1	Decreased	22.5M	-3.9%	$831.9M	4.0%	$36.70	0
2024-Q4	Decreased	23.4M	-7.8%	$780.5M	3.4%	$33.70	0
2024-Q3	Decreased	25.4M	-6.2%	$659.4M	2.9%	$25.96	0