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JANA Partners Management, LP - Portfolio Stock Holdings

JANA Partners Management, LP disclosed 10 stock positions in a recent SEC 13F filing. $1,902,301,416 of stock holdings were filed, with the largest holdings including MRCY, COO, and SPY. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 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.

Report Period:

June 30, 2026

No. of Stocks:

10

Est. Stock Holding Value:

$1,902,301,416

Top Stock Holdings By Sector

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Portfolio Stock Holdings - JANA Partners Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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