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Dan Loeb
Third Point is the institutional manager run by Dan Loeb. The positions below are disclosed each quarter in the fund's SEC Form 13F.
Del 13F trimestral ante la SEC del fondo: posiciones largas en acciones y opciones de EE. UU. al cierre del trimestre, publicadas hasta 45 días después. Excluye ventas en corto, efectivo y tenencias fuera de EE. UU.
Trimestral, al Jun 30, 2026
Valor total reportado en cada presentación 13F trimestral. Incluye nocional de opciones, así que refleja escala y entradas, no retorno.
Los pesos son solo de posiciones largas en equity divulgadas. T/T compara cantidades de acciones contra el trimestre anterior.
| Valor | Peso | |||
|---|---|---|---|---|
W WARNER BROS DISCOVERY INC | $533.20M | 11.48% | ||
AM AMZNAMAZON COM INC | $417.10M | 8.98% | ||
GO GOOGLALPHABET INC | $366.30M | 7.89% | ||
CR CRHCRH PLC | $234.87M | 5.06% | ||
TD TDSDATA SYS INC | $232.24M | 5.00% | ||
TS TSMTAIWAN SEMICONDUCTOR MANUFAC | $219.68M | 4.73% | ||
LY LYVLIVE NATION ENTERTAINMENT IN | $207.83M | 4.48% | ||
KE KEYSKEYSIGHT TECHNOLOGIES INC | $204.79M | 4.41% | ||
SG SGISOMNIGROUP INTERNATIONAL INC | $201.55M | 4.34% | ||
XY XYZBLOCK INC | $194.48M | 4.19% | ||
NS NSCNORFOLK SOUTHN CORP | $188.75M | 4.07% | ||
FL FLEXFLEX LTD | $166.93M | 3.60% | ||
CO COFCAPITAL ONE FINL CORP | $165.51M | 3.56% | ||
HU HUTHUT 8 CORP | $151.81M | 3.27% | ||
CR CRSCARPENTER TECHNOLOGY CORP | $132.62M | 2.86% | ||
AP APGAPI GROUP CORP | $121.33M | 2.61% | ||
MT MTZMASTEC INC | $120.66M | 2.60% | ||
TD TDGTRANSDIGM GROUP INC | $105.23M | 2.27% | ||
DH DHRDANAHER CORP DEL | $102.86M | 2.22% | ||
UN UNPUNION PAC CORP | $95.20M | 2.05% | ||
TT TTMITTM TECHNOLOGIES INC | $94.45M | 2.03% | ||
PF PFGCPERFORMANCE FOOD GROUP CO | $75.46M | 1.63% | ||
A ALPHABET INC | $66.16M | 1.42% | ||
AS ASMLASML HLDG NV | $59.61M | 1.28% | ||
SY SYYSYSCO CORP | $48.16M | 1.04% | ||
AR ARESARES MANAGEMENT CORPORATION | $41.74M | 0.90% | ||
SP SPCXSPACE EXPLORATION TECHN CORP | $30.83M | 0.66% | ||
SR SRTASTRATA CRITICAL MEDICAL INC | $26.35M | 0.57% | ||
A ALPHABET INC | $10.06M | 0.22% | ||
SP SPRYARS PHARMACEUTICALS INC | $8.01M | 0.17% | ||
AU AURAURORA INNOVATION INC | $7.04M | 0.15% | ||
HT HTZWWHERTZ GLOBAL HLDGS INC | $4.33M | 0.09% | ||
FL FLYXFLYEXCLUSIVE INC | $2.04M | 0.04% | ||
BL BLCOBAUSCH PLUS LOMB CORP | $1.41M | 0.03% | ||
CO CORZCORE SCIENTIFIC INC NEW | $1.38M | 0.03% | ||
ER EROCEROCK INC | $1.20M | 0.03% | ||
AP APLDAPPLIED DIGITAL CORP | $820.60K | 0.02% | ||
AU AUROWAURORA INNOVATION INC | $587.38K | 0.01% | ||
WO WOLFWOLFSPEED INC | $482.50K | 0.01% | ||
FL FLYX.WSFLYEXCLUSIVE INC | $77.17K | 0.00% | ||
ME METAMETA PLATFORMS INC | — | — | ||
GL GLDSPDR GOLD TR | — | — | ||
NV NVDANVIDIA CORPORATION | — | — | ||
KL KLACKLA CORP | — | — | ||
LR LRCXLAM RESEARCH CORP | — | — | ||
AV AVGOBROADCOM INC | — | — | ||
SM SMHVANECK ETF TRUST | — | — | ||
SN SNSHARKNINJA INC | — | — | ||
CT CTEVCLARITEV CORPORATION | — | — |
Reportadas como acciones subyacentes; el nocional es su valor de mercado. Los puts son bajistas, no tenencias largas.
| Nocional | ||
|---|---|---|
SP SPYPUTP 500 ETF T | $28.80M |
Solo con fines informativos. Esto no es asesoramiento de inversión, ni una recomendación, ni está afiliado ni respaldado por ninguna persona o fondo mostrado. La actividad pasada no predice resultados futuros.