Third Point LLC
CIK 1040273
13F filing for Q2 2026・No. 954
- Holdings
- US$4.68B
- Quarter change
- +US$2.6B
- Entries
- 43
- Net bought (estimate)
- +US$2.27B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 9
- Cut 4
- Added 13
- Corporate actions 0
- Unchanged 7
Largest holdings
40 stocks worth US$4.64B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WBDWARNER BROS DISCOVERY INCCOM SER A | New | 20,000,000 | US$533.2M | 11.48% |
| AMZNAmazonCOM | Cut | 1,750,000 | US$417.1M | 8.98% |
| GOOGLAlphabetCAP STK CL A | Added | 1,025,000 | US$366.3M | 7.89% |
| CRHCRH PLCORD | Added | 2,195,000 | US$234.87M | 5.06% |
| TDSTELEPHONE & DATA SYS INCCOM NEW | Cut | 6,275,000 | US$232.24M | 5.00% |
| TSMTSMC ADRSPONSORED ADS | Added | 460,000 | US$219.68M | 4.73% |
| LYVLIVE NATION ENTERTAINMENT INCOM | Added | 1,135,000 | US$207.83M | 4.48% |
| KEYSKEYSIGHT TECHNOLOGIES INCCOM | New | 585,000 | US$204.79M | 4.41% |
| SGISOMNIGROUP INTERNATIONAL INCCOM | Added | 2,570,769 | US$201.55M | 4.34% |
| XYZBLOCK INCCL A | New | 2,558,943 | US$194.48M | 4.19% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.