FCM
TECX

Farallon Capital Management’s Tectonic Therapeutic TECX Stock Holding History

Farallon Capital Management’s Portfolio TECX Stock Details TECX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-640,000
Closed -$10M – 173
2025
Q3 		$10M Sell
640,000
-213,050
-25% -$4.4M 0.04% 76
2025
Q2 		$17M Hold
853,050
– – 0.07% 74
2025
Q1 		$15.1M Buy
853,050
+140,000
+20% +$4.56M 0.07% 70
2024
Q4 		$32.9M Buy
713,050
+192,653
+37% +$8.15M 0.14% 65
2024
Q3 		$15.8M Buy
520,397
+89,387
+21% +$1.63M 0.07% 80
2024
Q2 		$7.1M Buy
+431,010
New +$6.9M 0.03% 88
2023
Q3 		– Sell
-74,975
Closed -$855K – 177
2023
Q2 		$855K Sell
74,975
-184,692
-71% -$2.09M ﹤0.01% 125
2023
Q1 		$3.12M Buy
259,667
+198,000
+321% +$2.76M 0.02% 134
2022
Q4 		$528K Hold
61,667
– – ﹤0.01% 178
2022
Q3 		$475K Hold
61,667
– – ﹤0.01% 221
2022
Q2 		$681K Hold
61,667
– – ﹤0.01% 220
2022
Q1 		$977K Hold
61,667
– – ﹤0.01% 222
2021
Q4 		$2.85M Hold
61,667
– – 0.01% 204
2021
Q3 		$4.13M Hold
61,667
– – 0.02% 194
2021
Q2 		$6.58M Hold
61,667
– – 0.03% 167
2021
Q1 		$9.39M Sell
61,667
-4,583
-7% -$745K 0.05% 147
2020
Q4 		$11.1M Sell
66,250
-21,250
-24% -$3.78M 0.07% 104
2020
Q3 		$13.7M Sell
87,500
-43,750
-33% -$8.81M 0.09% 95
2020
Q2 		$27.5M Sell
131,250
-12,500
-9% -$2.58M 0.22% 78
2020
Q1 		$26.8M Buy
143,750
+14,583
+11% +$3.43M 0.23% 59
2019
Q4 		$31.2M Hold
129,167
– – 0.21% 71
2019
Q3 		$21.9M Buy
129,167
+42,821
+50% +$9.69M 0.17% 72
2019
Q2 		$16.8M Buy
86,346
+11,346
+15% +$2.45M 0.11% 81
2019
Q1 		$19.8M Buy
75,000
+20,833
+38% +$3.81M 0.15% 72
2018
Q4 		$10.8M Buy
54,167
+15,417
+40% +$4.7M 0.08% 79
2018
Q3 		$24.1M Buy
38,750
+9,300
+32% +$4.12M 0.14% 61
2018
Q2 		$10.1M Buy
+29,450
New +$10.6M 0.06% 78

Other funds holding TECX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $360M AUM 345.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Farallon Capital Management's TECX Position: Q4 2025 in Review

Farallon Capital Management sold out of Tectonic Therapeutic (TECX) in Q4 2025, closing a stake of 640,000 shares — an estimated $10M sold.

Farallon Capital Management first reported a position in TECX in Q2 2018 and held it in 27 quarters. The position peaked at $32.9M in Q4 2024. 105 funds tracked by Wall St. Rank hold TECX as of Q4 2025.

  • Farallon Capital Management reported no remaining Tectonic Therapeutic position as of Q4 2025 after selling out during the quarter.
  • Farallon Capital Management sold 640,000 Tectonic Therapeutic shares in Q4 2025, an estimated $10M.
  • Farallon Capital Management first reported a position in Tectonic Therapeutic in Q2 2018 and held it in 27 quarters.
  • Farallon Capital Management's Tectonic Therapeutic position peaked at $32.9M in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Tectonic Therapeutic as of Q4 2025.

Based on Farallon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.