AlphaYouCorvex Management LP
Bought Costar, sold out of Union Pac. Portfolio down 23% to $2.5B.
$2.5B portfolio25 holdingstop 10 = 86%filed 2026-05-15
- 1ILMNIllumina Inc18.77%$472.0M - 3.8M shares-
- 2SWXSouthwest Gas Hldgs Inc14.92%$375.2M - 4.3M shares-712K
- 3DISDisney Walt Co8.28%$208.2M - 2.2M shares+218K
- 4WGSGenedx Holdings Corp8.24%$207.3M - 3.2M shares+170K
- $197.9M - 5.3M shares-38K
- 6AMZNAmazon Com Inc7.31%$183.8M - 883K shares-100K
- 7VSTSVestis Corporation6.19%$155.7M - 19.8M shares-
- 8IACIac Inc5.34%$134.3M - 3.4M shares-
- 9UNPUnion Pac Corp4.67%$117.5M - 484K shares-202K
- $116.6M - 1.6M shares-830K
- 11CXCemex Sab De CV3.91%$98.4M - 8.6M shares-
- $92.1M - 1.0M shares-
- 13MSFTMicrosoft Corp1.94%$48.7M - 132K shares-42K
- 14FTREFortrea Hldgs Inc1.74%$43.7M - 4.6M shares+136K
- 15CSGPCostar Group Inc1.37%$34.4M - 852K sharesNEW
- 16LIONLionsgate Studios Corp0.62%$15.6M - 1.6M sharesNEW
- $3.0M - 32K shares-
- 18NVDANvidia Corporation0.11%$2.8M - 16K shares-
- 19CRMSalesforce Inc0.11%$2.7M - 15K shares-
- 20METAMeta Platforms Inc0.05%$1.4M - 2K shares-
- 21IWMiShares TR0.05%$1.2M - 5K sharesNEW
- 22Ardagh Metal Packaging S A0.05%$1.1M - 281K shares-118K
- 23TSLATesla Inc0.04%$1.1M - 3K shares-
- 24Flyexclusive Inc<0.01%$48K - 201K shares-
- 25LABStandard Biotools Inc<0.01%$41K - 44K shares-60
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.