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← All 13F filings

Third Point

Third Point

As of 2026-06-30Holdings 43 stocksValue $4.7B
  • 1
    WBD · WARNER BROS DISCOVERY INC

    20,000,000 sh · 11.4% of portfolio

    $533M
  • 2
    AMZN · AMAZON COM INC

    1,750,000 sh · 8.9% of portfolio

    $417M
  • 3
    GOOG · ALPHABET INC

    1,025,000 sh · 7.8% of portfolio

    $366M
  • 4
    CRH PLC

    2,195,000 sh · 5.0% of portfolio

    $235M
  • 5
    TELEPHONE & DATA SYS INC

    6,275,000 sh · 5.0% of portfolio

    $232M
  • 6
    TAIWAN SEMICONDUCTOR MANUFAC

    460,000 sh · 4.7% of portfolio

    $220M
  • 7
    LIVE NATION ENTERTAINMENT IN

    1,135,000 sh · 4.4% of portfolio

    $208M
  • 8
    KEYS · KEYSIGHT TECHNOLOGIES INC

    585,000 sh · 4.4% of portfolio

    $205M
  • 9
    SGI · SOMNIGROUP INTERNATIONAL INC

    2,570,769 sh · 4.3% of portfolio

    $202M
  • 10
    XYZ · BLOCK INC

    2,558,943 sh · 4.2% of portfolio

    $194M
  • 11
    NORFOLK SOUTHN CORP

    600,000 sh · 4.0% of portfolio

    $189M
  • 12
    FLEX · FLEX LTD

    1,030,000 sh · 3.6% of portfolio

    $167M
  • 13
    CAPITAL ONE FINL CORP

    825,000 sh · 3.5% of portfolio

    $166M
  • 14
    HUT · HUT 8 CORP

    1,315,000 sh · 3.2% of portfolio

    $152M
  • 15
    CRS · CARPENTER TECHNOLOGY CORP

    215,000 sh · 2.8% of portfolio

    $133M
  • 16
    APG · API GROUP CORP

    2,865,000 sh · 2.6% of portfolio

    $121M
  • 17
    MTZ · MASTEC INC

    290,000 sh · 2.6% of portfolio

    $121M
  • 18
    TDG · TRANSDIGM GROUP INC

    79,000 sh · 2.2% of portfolio

    $105M
  • 19
    DANAHER CORP DEL

    540,000 sh · 2.2% of portfolio

    $103M
  • 20
    UNION PAC CORP

    350,000 sh · 2.0% of portfolio

    $95M
  • 21
    TTMI · TTM TECHNOLOGIES INC

    505,000 sh · 2.0% of portfolio

    $94M
  • 22
    PFGC · PERFORMANCE FOOD GROUP CO

    675,000 sh · 1.6% of portfolio

    $75M
  • 23
    GOOG · ALPHABET INC

    1,300,000 sh · 1.4% of portfolio

    $66M
  • 24
    ASML HLDG NV

    30,000 sh · 1.3% of portfolio

    $60M
  • 25
    SYY · SYSCO CORP

    580,000 sh · 1.0% of portfolio

    $48M
  • 26
    ARES · ARES MANAGEMENT CORPORATION

    375,000 sh · 0.9% of portfolio

    $42M
  • 27
    SPACE EXPLORATION TECHN CORP

    180,415 sh · 0.7% of portfolio

    $31M
  • 28
    STATE STR SPDR S&P 500 ETF T

    40,000 sh · 0.6% of portfolio

    $29M
  • 29
    SRTA · STRATA CRITICAL MEDICAL INC

    5,000,000 sh · 0.6% of portfolio

    $26M
  • 30
    GOOG · ALPHABET INC

    200,000 sh · 0.2% of portfolio

    $10M
  • 31
    SPRY · ARS PHARMACEUTICALS INC

    1,000,000 sh · 0.2% of portfolio

    $8M
  • 32
    AUR · AURORA INNOVATION INC

    1,032,463 sh · 0.2% of portfolio

    $7M
  • 33
    RIOT · RIOT PLATFORMS INC

    3,500,000 sh · 0.2% of portfolio

    $7M
  • 34
    HERTZ GLOBAL HLDGS INC

    3,970,000 sh · 0.1% of portfolio

    $4M
  • 35
    FLYX · FLYEXCLUSIVE INC

    1,022,000 sh · 0.0% of portfolio

    $2M
  • 36
    BAUSCH PLUS LOMB CORP

    85,000 sh · 0.0% of portfolio

    $1M
  • 37
    CORE SCIENTIFIC INC NEW

    54,000 sh · 0.0% of portfolio

    $1M
  • 38
    EROC · EROCK INC

    83,030 sh · 0.0% of portfolio

    $1M
  • 39
    APLD · APPLIED DIGITAL CORP

    22,000 sh · 0.0% of portfolio

    $1M
  • 40
    LAR · LITHIUM ARGENTINA AG

    625,000 sh · 0.0% of portfolio

    $1M
  • 41
    AUR · AURORA INNOVATION INC

    1,835,000 sh · 0.0% of portfolio

    $1M
  • 42
    WOLF · WOLFSPEED INC

    10,000 sh · 0.0% of portfolio

    $0M
  • 43
    FLYX · FLYEXCLUSIVE INC

    367,499 sh · 0.0% of portfolio

    $0M
    • View SEC filing ↗

    13F filings are disclosed up to 45 days after quarter-end and may differ from current holdings. For reference only.