JANA Partners Management, LP - Portfolio Stock Holdings

JANA Partners Management, LP disclosed 11 stock positions in a recent SEC 13F filing. $0 of stock holdings were filed, with the largest holdings including RPD, MRCY, and MKL. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $2,286,390,039 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.