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mapperlab
JANA PARTNERS LLC
13F-HR

Q1 2023

Period Mar 31, 2023Filed May 15, 2023View on EDGAR ↗
Compare vs4 quarters back (Q1 2022)
Positions
9
Total value
$1.32B
Top 10 concentration
100.0%
New positions
8

Holdings · 9

#Class
1FRESHPET INC
FRPT · 358039105
COM$265.7M20.11%4,014,212New
2NEW RELIC INC
NEWREUR · 64829B100
COM$241.86M18.31%3,212,444+270.7%
3TREEHOUSE FOODS INC
THS · 89469A104
COM$239.44M18.12%4,747,942New
4FIDELITY NATL INFORMATION SV
FIS · 31620M106
COM$189.07M14.31%3,480,020New
5
LABORATORY CORP AMER HLDGS
50540R409
COM NEW$152.41M11.54%664,346New
6MERCURY SYS INC
MRCY · 589378108
COM$101.9M7.71%1,993,399New
7SPDR S&P 500 ETF TR
SPY · 78462F103
TR UNIT$92.74M7.02%226,533New
8ENHABIT INC
EHAB · 29332G102
COM$33.82M2.56%2,431,270New
9BLACKSKY TECHNOLOGY INC
BKSY · 09263B108
COM CL A$4.32M0.33%2,880,921New
Total filing value: $1.32B