JAJANA Partners Management, LP
Institutional investor · Portfolio as of Q2 2026
Top Holdings10 positions
Mercury Systems Inc | 4M | $484.3M | 25.5% | — | — | — | Decreased 0 |
Cooper Cos Inc/The | 3.6M | $256.9M | 13.5% | — | — | — | Increased 63 |
SPDR S&P 500 ETF Trust | 342,965 | $256.1M | 13.5% | — | — | — | Decreased 0 |
Lamb Weston Holdings Inc | 5.4M | $232.9M | 12.2% | — | — | — | Increased 67 |
Fiserv Inc | 3.7M | $179.6M | 9.4% | — | — | — | Decreased 0 |
Markel Corp | 76,743 | $149.9M | 7.9% | — | — | — | Increased 63 |
ALKAMI TECHNOLOGY INC | 6.7M | $122.3M | 6.4% | — | — | — | Increased 74 |
SIX FLAGS ENTERTAINMENT CORP | 4.1M | $87.7M | 4.6% | — | — | — | Unchanged 0 |
Pure Storage Inc | 989,196 | $77.9M | 4.1% | — | — | — | Decreased 0 |
Rapid7 Inc | 6.7M | $54.7M | 2.9% | — | — | — | Increased 53 |
JANA Partners Management, LP manages $1.9B across 10 positions as of Q2 2026. Top holdings: MRCY (25.5%), COO (13.5%), SPY (13.5%). Fund DNA: High Conviction Activist.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR