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Exelixis: Farallon reports 6% passive stake

Each reporting person reported zero sole voting power and zero sole dispositive power over the shares.

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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

EXELIXIS, INC. (EXEL) shares are the subject of a Schedule 13G in which Farallon Capital Management, L.L.C. and its managing members or senior managing members reported shared beneficial ownership of 14,694,910 shares, equal to 6% of the class. Each reporting person reported the same number of shares with shared voting and dispositive power; the eight Farallon Funds hold the shares directly. The named individuals are Joshua J. Dapice, Philip D. Dreyfuss, Hannah E. Dunn, Varun N. Gehani, Nicolas Giauque, Avner A. Husen, David T. Kim, Michael G. Linn, Patrick (Cheng) Luo, Thomas G. Roberts, Jr., Edric C. Saito, Daniel S. Short, Andrew J. M. Spokes, John R. Warren and Mark C. Wehrly. The Farallon Funds have the right to receive dividends and proceeds from sales of the shares.

Beneficial ownership 14,694,910 shares Reported by each reporting person
Class ownership 6% Percent of class reported by each reporting person
Shared voting power 14,694,910 shares Reported by each reporting person
Shared dispositive power 14,694,910 shares Reported by each reporting person
beneficially owned regulatory
"Amount beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Shared Voting Power regulatory
"Shared Voting Power 14,694,910.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
Shared Dispositive Power regulatory
"Shared Dispositive Power 14,694,910.00"
investment manager financial
"which is the investment manager of certain investment partnerships and vehicles"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many EXEL shares did Farallon report owning?

The reporting persons each reported shared beneficial ownership of 14,694,910 shares, representing 6% of the class.

Which Farallon funds hold EXEL shares?

The shares are held directly by Farallon Capital Partners, L.P.; Farallon Capital Institutional Partners, L.P.; Farallon Capital Institutional Partners II, L.P.; Farallon Capital Institutional Partners III, L.P.; Farallon Capital Offshore Investors II, L.P.; Farallon Capital (AM) Investors, L.P.; Farallon Capital F5 Master I, L.P.; and Farallon Healthcare Partners Master, L.P. Farallon Capital Management, L.L.C. is their investment manager.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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30161Q104

(CUSIP Number)
11/09/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


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SCHEDULE 13G



Farallon Capital Management, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member
Date:11/09/2026
Dapice Joshua J.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Dreyfuss, Philip D.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Dunn Hannah E.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn
Date:11/09/2026
Gehani, Varun N.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Giauque, Nicolas
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Husen, Avner A.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Kim, David T.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Linn, Michael G.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Luo Patrick (Cheng)
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Roberts, Jr., Thomas G.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Saito Edric C.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Short Daniel S.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Spokes, Andrew J. M.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Warren, John R.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Wehrly, Mark C.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:11/09/2026
Exhibit Information

Exhibit 1. Joint Acquisition Statement Pursuant to Section 240.13d-1(k)

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