AlphaYou
Third Point LLC
Bought Meta Platforms, sold out of Pg&e. Portfolio down 71% to $2.1B.
$2.1B portfolio33 holdingstop 10 = 78%filed 2026-05-15
- 1AMZNAmazon Com Inc19.40%$404.0M - 1.9M shares-225K
- 2TDSTelephone & Data SYS Inc13.34%$277.9M - 6.6M shares-75K
- 3CRH PLC9.59%$199.7M - 1.9M shares-700K
- $167.9M - 2.3M shares-1.1M
- $122.2M - 310K shares-475K
- 6MTZMastec Inc4.94%$103.0M - 320K shares-605K
- 7DHRDanaher Corp Del4.78%$99.5M - 525K shares-75K
- $92.9M - 275K shares-150K
- 9APGApi Group Corp3.95%$82.3M - 2.0M shares-970K
- 10LYVLive Nation Entertainment 3.40%$70.9M - 465K shares-1.3M
- 11METAMeta Platforms Inc2.47%$51.5M - 90K sharesNEW
- 12GOOGLAlphabet Inc2.42%$50.3M - 175K sharesNEW
- 13GLDSPDR Gold TR1.96%$40.9M - 95K sharesNEW
- 14HUTHut 8 Corp1.96%$40.8M - 870K sharesNEW
- 15NVDANvidia Corporation1.59%$33.1M - 190K shares-2.8M
- 16TDGTransdigm Group Inc1.39%$29.0M - 25K sharesNEW
- 17NSCNorfolk Southn Corp1.38%$28.7M - 100K shares-875K
- 18COFCapital One Finl Corp1.23%$25.5M - 140K shares-960K
- 19UNPUnion Pac Corp1.16%$24.3M - 100K shares-1.7M
- $20.9M - 5.0M shares-
- 21KLACKla Corp0.78%$16.2M - 11K sharesNEW
- 22LRCXLam Research Corp0.77%$16.0M - 75K sharesNEW
- 23Asml HLDG NV0.76%$15.8M - 12K sharesNEW
- 24AVGOBroadcom Inc0.74%$15.5M - 50K sharesNEW
- 25SMHVanEck Etf Trust0.74%$15.3M - 40K sharesNEW
- 26Sharkninja Inc0.66%$13.8M - 131K shares-1.1M
- 27HTZWWHertz Global Hldgs Inc0.43%$9.1M - 4.0M shares-
- 28SPRYArs Pharmaceuticals Inc0.39%$8.0M - 1.0M shares+444K
- 29AURAurora Innovation Inc0.20%$4.3M - 1.0M shares-
- 30FLYXFlyexclusive Inc0.11%$2.3M - 1.0M shares-
- 31CTEVClaritev Corporation0.03%$719K - 44K shares-101K
- 32AUROWAurora Innovation Inc0.02%$365K - 1.8M shares-
- 33Flyexclusive Inc<0.01%$88K - 367K shares-
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.