ZNGA - Corvex Management adds Sema4 exits Exelon

Corvex Management takes new positions in Sema4 Holdings (NASDAQ:SMFR) with 4.5M shares, SomaLogic (NASDAQ:SLGC) with 2.5M shares, Uber (NYSE:UBER) with 1.23M shares and U.S. Foods (NYSE:USFD) with 1.02M shares, according to its most recent 13-F filing. Boosts stake in Zynga (NASDAQ:ZNGA) to more than 9M shares from just 1.15M shares in the prior 13-F filing. Cut its stakes in Exelon (NASDAQ:EXC) to about 1.85M shares from 1.12M; also trims Alphabet (NASDAQ:GOOGL) to 0.07M shares from 0.08M. Earlier, Berkshire Hathaway adds Royalty Pharma and exits Merck.

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Corvex Management adds Sema4, exits Exelon