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ZEN - Corvex adds Illumina sheds IAA buys more Exelon
Zendesk Inc.
Corvex's current portfolio value is ~$1.7B, according to its latest 13 filing.Notable new position include in First Energy (FE), Aecom (ACM), Twitter (TWTR), Zendesk (ZEN), Walt Disney (DIS), Illumina (ILMN).Notably beefed its stake in Exelon (EXC), Centerpoint (CNP), Activision Blizzard (ATVI).Trimmed stake in Madison Square Garden (MSGS), Alibaba (BABA), Amazon (AMZN), IAC (IAC), Netflix (NFLX), Adobe (ADBE), PG&E (PCG).Notable exits include Falcon Minerals (FLMN), IAA (IAA), Tiffany (TIF).