Farallon Capital Management’s Krystal Biotech KRYS Stock Holding History

Farallon Capital Management’s Portfolio KRYS Stock Details KRYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$258K	Sell	1,000 -1,000	-50%	-$266K	﹤0.01%	127
2025 Q4	$493K	Hold	2,000	–	–	﹤0.01%	94
2025 Q3	$353K	Hold	2,000	–	–	﹤0.01%	98
2025 Q2	$275K	Hold	2,000	–	–	﹤0.01%	106
2025 Q1	$361K	Hold	2,000	–	–	﹤0.01%	101
2024 Q4	$313K	Hold	2,000	–	–	﹤0.01%	109
2024 Q3	$364K	Hold	2,000	–	–	﹤0.01%	114
2024 Q2	$367K	Hold	2,000	–	–	﹤0.01%	114
2024 Q1	$356K	Hold	2,000	–	–	﹤0.01%	128
2023 Q4	$248K	Hold	2,000	–	–	﹤0.01%	119
2023 Q3	$232K	Buy	+2,000	New	+$244K	﹤0.01%	125
2021 Q3	–	Sell	-75,000	Closed	-$5.1M	–	306
2021 Q2	$5.1M	Sell	75,000 -550,000	-88%	-$38.4M	0.02%	174
2021 Q1	$48.1M	Buy	625,000 +100,000	+19%	+$7.27M	0.24%	72
2020 Q4	$31.5M	Buy	525,000 +50,000	+11%	+$2.5M	0.19%	78
2020 Q3	$20.4M	Buy	475,000 +25,000	+6%	+$1.09M	0.14%	84
2020 Q2	$18.6M	Buy	450,000 +200,000	+80%	+$9.62M	0.15%	91
2020 Q1	$10.8M	Buy	+250,000	New	+$13.1M	0.09%	78

Other funds holding KRYS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Farallon Capital Management's KRYS Position: Q1 2026 in Review

Farallon Capital Management reduced its Krystal Biotech (KRYS) stake by 50% in Q1 2026, selling an estimated $266K and leaving 1,000 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

Farallon Capital Management first reported a position in KRYS in Q1 2020 and has held it in 17 quarters since. The position peaked at $48.1M in Q1 2021. 367 funds tracked by Wall St. Rank hold KRYS as of Q1 2026.

Farallon Capital Management held 1,000 shares of Krystal Biotech worth $258K as of Q1 2026.
Farallon Capital Management sold 1,000 Krystal Biotech shares in Q1 2026, an estimated $266K.
Krystal Biotech made up ﹤0.01% of Farallon Capital Management's portfolio in Q1 2026, its #127 holding.
Farallon Capital Management first reported a position in Krystal Biotech in Q1 2020 and has held it in 17 quarters since.
Farallon Capital Management's Krystal Biotech position peaked at $48.1M in Q1 2021.
367 funds tracked by Wall St. Rank held Krystal Biotech as of Q1 2026.

Based on Farallon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.