Farallon Capital Management significantly increased its investment in video game publisher Electronic Arts, according to a recent SEC disclosure. The filing reveals that as of March 31, 2026, the firm boosted its holdings by 48.36% to 7.47 million shares. The total reported value of Farallon's position grew to $1.52 billion from $1.03 billion in the prior quarter.
This disclosure, filed on August 14, 2026, reflects trading activity that occurred in the first quarter of the year. Therefore, the investment adjustment was made before EA reported a significant earnings miss for its quarter ending in June and prior to the August announcement of the company being taken private.