PointState Capital LP
CIK 1509842
13F filing for Q2 2026・No. 678
- Holdings
- US$7.82B
- Quarter change
- −US$72.25M
- Entries
- 51
- Net bought (estimate)
- +US$803.97M
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 17
- Cut 9
- Added 11
- Corporate actions 0
- Unchanged 5
Largest holdings
41 stocks worth US$5.65B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PCGPG&E CORPCOM | Cut | 20,273,520 | US$341M | 6.03% |
| AMZNAmazonCOM | New | 1,423,550 | US$339.29M | 6.00% |
| DASHDOORDASH INCCL A | Unchanged | 1,829,987 | US$337.69M | 5.98% |
| GRABGRAB HOLDINGS LIMITEDCLASS A ORD | Added | 84,891,692 | US$320.04M | 5.66% |
| CXCEMEX SA EURO MTN BE 144ASPON ADR NEW | Unchanged | 25,243,519 | US$302.92M | 5.36% |
| QQNITY ELECTRONICS INCCOMMON STOCK | Added | 1,797,184 | US$293.5M | 5.19% |
| RTXRTX CORPORATIONCOM | New | 1,491,395 | US$282.96M | 5.01% |
| XYZBLOCK INCCL A | Cut | 3,094,493 | US$235.18M | 4.16% |
| DKNGDRAFTKINGS INC NEWCOM CL A | New | 8,986,638 | US$227M | 4.02% |
| METAMetaCL A | Added | 380,411 | US$214.28M | 3.79% |
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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.