Featured 13F manager
Third Point LLC Dan Loeb
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $4.7B
- 37 Positions
- 2026 Q2
- +124.7% QoQ
- Top 5 38.1%
Portfolio
top 5 38.1% · top 10 60.1%
- WBD - Warner Bros Discovery 11.4%
- AMZN - Amazon 8.9%
- GOOGL - Alphabet · CL A 7.8%
- CRH - CRH PLC 5.0%
- TDS - Telephone & Data Sys 5.0%
- TSM - Taiwan Semiconductor 4.7%
- LYV - Live Nation 4.4%
- KEYS - Keysight Technologies 4.4%
- SGI - Somnigroup International 4.3%
- XYZ - Block · CL A 4.2%
- NSC - Norfolk Southn 4.0%
- FLEX - Flextronics 3.6%
- Other 32.3%
AUM over time
Book
| UPST - Upstart | 21.42% | Hold | 12,400,000 | $316.44 | $3.9B |
| S - Sentinelone · CL A | 7.62% | Hold | 26,712,482 | $52.26 | $1.4B |
| DHR - Danaher | 4.76% | Hold | 2,865,000 | $304.44 | $872M |
| PCG - Pg And E | 4.29% | Hold | 81,935,257 | $9.60 | $787M |
| DIS - Disney Walt | 3.83% | Hold | 4,150,000 | $169.17 | $702M |
| AMZN - Amazon | 3.32% | Hold | 185,000 | $3,285 | $608M |
| INTU - Intuit | 3.24% | Hold | 1,100,000 | $539.51 | $593M |
| GOOGL - Alphabet · CL A | 3.09% | Hold | 212,000 | $2,674 | $567M |
| CSGP - Costar Group | 2.67% | Hold | 5,687,819 | $86.06 | $489M |
| INTC - Intel | 2.62% | Hold | 9,000,000 | $53.28 | $480M |
| MSFT - Microsoft | 2.46% | Hold | 1,600,000 | $281.92 | $451M |
| BURL - Burlington Stores | 2.45% | Hold | 1,580,000 | $283.57 | $448M |
| AVTR - Avantor | 2.41% | Hold | 10,800,000 | $40.90 | $442M |
| SPGI - S&P Global | 2.32% | Hold | 1,000,000 | $424.89 | $425M |
| Endeavor Group · CL A | 1.96% | Hold | 12,500,000 | $28.67 | $358M |
| DELL - DELL Technologies · CL C | 1.91% | Hold | 3,360,000 | $104.04 | $350M |
| META - Meta Platforms · CL A | 1.85% | Hold | 1,000,000 | $339.39 | $339M |
| V - VISA · CL A | 1.70% | Hold | 1,400,000 | $222.75 | $312M |
| Paysafe | 1.67% | Hold | 39,474,064 | $7.75 | $306M |
| EL - Estee Lauder · CL A | 1.64% | Hold | 1,000,000 | $299.93 | $300M |
| IQV - IQVIA | 1.63% | Hold | 1,250,000 | $239.54 | $299M |
| TDG - Transdigm Group | 1.53% | Hold | 450,000 | $624.57 | $281M |
| UNH - Unitedhealth Group | 1.45% | Hold | 680,000 | $390.74 | $266M |
| DWDPEUR — | 1.10% | Hold | 2,975,000 | $67.99 | $202M |
| RH | 1.09% | Hold | 300,000 | $666.91 | $200M |
| ALITEUR - Alight · CL A | 1.07% | Hold | 17,000,000 | $11.48 | $195M |
| APTV - Aptiv | 1.06% | Hold | 1,300,000 | $148.97 | $194M |
| Catalent | 1.00% | Hold | 1,375,000 | $133.07 | $183M |
| TEL - Te Connectivity | 0.98% | Hold | 1,310,000 | $137.22 | $180M |
| Activision Blizzard | 0.84% | Hold | 2,000,000 | $77.39 | $155M |
| SU - Suncor Energy | 0.79% | Hold | 7,000,000 | $20.75 | $145M |
| Cano Health · CL A | 0.77% | Hold | 11,084,192 | $12.68 | $141M |
| ZBH - Zimmer Biomet | 0.72% | Hold | 900,000 | $146.36 | $132M |
| Black Knight | 0.71% | Hold | 1,800,000 | $72.00 | $130M |
| Leslies | 0.69% | Hold | 6,150,000 | $20.54 | $126M |
| DIDIY - Didi Global | 0.54% | Hold | 13,079,728 | $7.60 | $99M |
| AES — | 0.47% | Hold | 3,750,000 | $22.83 | $86M |
| Archaea Energy · CL A | 0.44% | Hold | 4,270,000 | $18.94 | $81M |
| PCG - Pg And E | 0.42% | Hold | 800,000 | $95.60 | $76M |
| CF - Cf Inds | 0.30% | Hold | 1,000,000 | $55.82 | $56M |
| Holding | 0.30% | Hold | 8,580,069 | $6.46 | $55M |
| Holding · CLASS A | 0.28% | Hold | 7,647,625 | $6.66 | $51M |
| AES | 0.26% | Hold | 500,000 | $96.40 | $48M |
| JXN - Jackson Financial · CL A | 0.26% | Hold | 1,812,124 | $26.00 | $47M |
| Membership Collective Group · CL A | 0.25% | Hold | 3,750,000 | $12.44 | $47M |
| Holding · CL A | 0.21% | Hold | 4,000,000 | $9.76 | $39M |
| Austerlitz Acquisition · CL A | 0.21% | Hold | 4,000,000 | $9.75 | $39M |
| Fintech Acquisition V · CL A | 0.17% | Hold | 3,000,000 | $10.13 | $30M |
| Go Acquisition | 0.16% | Hold | 3,000,000 | $9.81 | $29M |
| Avanti Acquisition · CL A | 0.16% | Hold | 3,000,000 | $9.79 | $29M |
| Holding · CL A | 0.13% | Hold | 2,500,000 | $9.80 | $24M |
| Compute Health Acquisitin · CL A | 0.13% | Hold | 2,500,000 | $9.77 | $24M |
| RKLB - Rocket Lab USA | 0.13% | Hold | 1,500,000 | $16.13 | $24M |
| ACHR - Archer Aviation · CL A | 0.12% | Hold | 2,500,000 | $8.88 | $22M |
| SEMA4 · CL A | 0.12% | Hold | 2,795,000 | $7.59 | $21M |
| Blue Whale Acquisition | 0.11% | Hold | 2,000,000 | $9.96 | $20M |
| Vy Global Growth · CL A | 0.11% | Hold | 2,000,000 | $9.81 | $20M |
| Cohn Robbins · CL A | 0.10% | Hold | 1,900,000 | $9.82 | $19M |
| Ion Acquisition 3 · CL A | 0.10% | Hold | 1,800,000 | $9.77 | $18M |
| Holding · CL A | 0.09% | Hold | 1,750,000 | $9.80 | $17M |
| Wheels Up Experience · CL A | 0.09% | Hold | 2,500,000 | $6.59 | $16M |
| Altimeter Growth · CL A | 0.09% | Hold | 1,600,000 | $10.22 | $16M |
| Rice Acquisition Ii | 0.08% | Hold | 1,500,000 | $10.30 | $15M |
| Tlg Acquisition One · CL A | 0.08% | Hold | 1,500,000 | $9.85 | $15M |
| Vector Acquisition Ii · CL A | 0.08% | Hold | 1,500,000 | $9.75 | $15M |
| Holding | 0.08% | Hold | 1,484,299 | $9.80 | $15M |
| Altimeter Growth 2 · CL A | 0.07% | Hold | 1,285,000 | $9.89 | $13M |
| Lerer Hippeau Acquisition · CL A | 0.07% | Hold | 1,250,000 | $9.74 | $12M |
| Holding · CL A | 0.06% | Hold | 1,200,000 | $9.80 | $12M |
| Eg Acquisition | 0.06% | Hold | 1,102,500 | $9.90 | $11M |
| Holding | 0.05% | Hold | 1,000,000 | $9.96 | $10M |
| Holding | 0.05% | Hold | 1,000,000 | $9.95 | $10M |
| Holding | 0.05% | Hold | 992,739 | $10.00 | $10M |
| Disruptive Acquisition | 0.05% | Hold | 1,000,000 | $9.92 | $10M |
| Holding | 0.05% | Hold | 1,000,000 | $9.92 | $10M |
| Humanco Acquisition · CL A | 0.05% | Hold | 1,000,000 | $9.89 | $10M |
| Holding · CLASS A | 0.05% | Hold | 1,000,000 | $9.82 | $10M |
| Social Leverage Acquisn · CL A | 0.05% | Hold | 1,000,000 | $9.78 | $10M |
| Svf Investment 3 · CL A | 0.04% | Hold | 800,000 | $9.83 | $8M |
| Nightdragon Acquisition · CLASS A | 0.04% | Hold | 800,000 | $9.77 | $8M |
| Holding · CL A | 0.04% | Hold | 790,000 | $9.75 | $8M |
| Tishman Speyer Innovation · CL A | 0.04% | Hold | 750,000 | $9.80 | $7M |
| Ishares Tr | 0.04% | Hold | 81,730 | $86.15 | $7M |
| Tpg Pace Ben Fin · CL A | 0.03% | Hold | 540,000 | $10.55 | $6M |
| The Music Acquisition | 0.03% | Hold | 500,000 | $10.04 | $5M |
| Holding | 0.03% | Hold | 500,000 | $10.00 | $5M |
| OPCH - Option Care Health | 0.03% | Hold | 200,000 | $24.26 | $5M |
| INGN - Inogen | 0.02% | Hold | 73,675 | $43.09 | $3M |
| Argo Blockchain | 0.01% | Hold | 100,000 | $16.00 | $2M |
Showing top 50 of 89 by value
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 43 | $4.7B | +124.7% | 13F-HR | 8/14/2026 | 000104027326000003 |
| 2026 Q1 | 33 | $2.1B | −71.4% | 13F-HR | 5/15/2026 | 000104027326000002 |
| 2025 Q4 | 44 | $7.3B | −19.1% | 13F-HR | 2/17/2026 | 000104027326000001 |
| 2025 Q3 | 46 | $9B | +18.0% | 13F-HR | 11/14/2025 | 000104027325000003 |
| 2025 Q2 | 51 | $7.6B | +16.3% | 13F-HR | 8/14/2025 | 000108514625005277 |
| 2025 Q1 | 45 | $6.6B | −12.0% | 13F-HR | 5/15/2025 | 000108514625003337 |
| 2024 Q4 | 43 | $7.4B | +0.1% | 13F-HR | 2/14/2025 | 000108514625001713 |
| 2024 Q3 | 42 | $7.4B | −14.9% | 13F-HR | 11/14/2024 | 000108514624005927 |
| 2024 Q2 | 44 | $8.7B | +11.3% | 13F-HR | 8/14/2024 | 000108514624004004 |
| 2024 Q1 | 40 | $7.8B | +18.2% | 13F-HR | 5/15/2024 | 000108514624002645 |
| 2023 Q4 | 37 | $6.6B | +0.7% | 13F-HR | 2/14/2024 | 000108514624001503 |
| 2023 Q3 | 42 | $6.6B | −3.4% | 13F-HR | 11/14/2023 | 000108514623004511 |
| 2023 Q2 | 45 | $6.8B | +11.7% | 13F-HR | 8/14/2023 | 000108514623003432 |
| 2023 Q1 | 46 | $6.1B | +2.4% | 13F-HR | 5/15/2023 | 000108514623002451 |
| 2022 Q4 | 44 | $6B | +7.8% | 13F-HR | 2/14/2023 | 000108514623001325 |
| 2022 Q3 | 61 | $5.5B | +31.0% | 13F-HR | 11/14/2022 | 000108514622004128 |
| 2022 Q2 | 58 | $4.2B | −45.0% | 13F-HR | 8/15/2022 | 000108514622003130 |
| 2022 Q1 | 75 | $7.7B | −46.4% | 13F-HR | 5/16/2022 | 000108514622002202 |
| 2021 Q4 | 92 | $14.3B | −21.8% | 13F-HR | 2/14/2022 | 000108514622001108 |
| 2021 Q3 | 113 | $18.3B | — | 13F-HR | 11/15/2021 | 000108514621003377 |
About
Third Point LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2