Universe · entity
Third Point LLC
Institutional manager (13F) · CIK 1040273
13F holdings · as of 2026-03-31 · top 33 · reported portfolio $2.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMAZON COM INC | $404M | 1,940,000 |
| 2 | TELEPHONE & DATA SYS INC | $278M | 6,600,000 |
| 3 | CRH PLC | $200M | 1,900,000 |
| 4 | SOMNIGROUP INTERNATIONAL INC | $168M | 2,270,769 |
| 5 | CARPENTER TECHNOLOGY CORP | $122M | 310,000 |
| 6 | MASTEC INC | $103M | 320,000 |
| 7 | DANAHER CORP DEL | $100M | 525,000 |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC | $93M | 275,000 |
| 9 | API GROUP CORP | $82M | 2,030,000 |
| 10 | LIVE NATION ENTERTAINMENT IN | $71M | 465,000 |
| 11 | META PLATFORMS INC | $51M | 90,000 |
| 12 | ALPHABET INC | $50M | 175,000 |
| 13 | SPDR GOLD TR | $41M | 95,000 |
| 14 | HUT 8 CORP | $41M | 869,563 |
| 15 | NVIDIA CORPORATION | $33M | 190,000 |
| 16 | TRANSDIGM GROUP INC | $29M | 25,000 |
| 17 | NORFOLK SOUTHN CORP | $29M | 100,000 |
| 18 | CAPITAL ONE FINL CORP | $26M | 140,000 |
| 19 | UNION PAC CORP | $24M | 100,000 |
| 20 | STRATA CRITICAL MEDICAL INC | $21M | 5,000,000 |
| 21 | KLA CORP | $16M | 11,000 |
| 22 | LAM RESEARCH CORP | $16M | 75,000 |
| 23 | ASML HLDG NV | $16M | 12,000 |
| 24 | BROADCOM INC | $15M | 50,000 |
| 25 | VANECK ETF TRUST | $15M | 40,000 |
| 26 | SHARKNINJA INC | $14M | 130,509 |
| 27 | HERTZ GLOBAL HLDGS INC | $9M | 3,970,000 |
| 28 | ARS PHARMACEUTICALS INC | $8M | 1,000,000 |
| 29 | AURORA INNOVATION INC | $4M | 1,032,463 |
| 30 | FLYEXCLUSIVE INC | $2M | 1,022,000 |
| 31 | CLARITEV CORPORATION | $719k | 44,000 |
| 32 | AURORA INNOVATION INC | $365k | 1,835,000 |
| 33 | FLYEXCLUSIVE INC | $88k | 367,499 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.