Capital Web | 13F-HR public-equity map
Who Third Point LLC discloses owning.
A filing-backed view of the public-equity stakes reported by the selected 13F filer. Position size controls line weight. The surface excludes private investments, short positions, and foreign-only listings because those do not appear in 13F-HR.
Reported book
$2.1B
Positions parsed
33
Quarter
Q1 2026
Visible web
9 nodes
Rank
Holding
Value
1
AMZNAMAZON COM INC
Cloud | 19.4% of reported book
$404.0M
2
DHRDANAHER CORP DEL
Public equity | 4.8% of reported book
$99.5M
3
TSMTAIWAN SEMICONDUCTOR MANUFAC
AI compute | 4.5% of reported book
$92.9M
4
METAMETA PLATFORMS INC
Cloud | 2.5% of reported book
$51.5M
5
GOOGLALPHABET INC
Cloud | 2.4% of reported book
$50.3M
6
GLDSPDR GOLD TR
Public equity | 2.0% of reported book
$40.9M
7
NVDANVIDIA CORPORATION
AI compute | 1.6% of reported book
$33.1M
8
COFCAPITAL ONE FINL CORP
Financials | 1.2% of reported book
$25.5M
9
AVGOBROADCOM INC
AI compute | 0.7% of reported book
$15.5M
Rank
Holding
Value
1
AMZNAMAZON COM INC
Cloud | 19.4% of reported book
$404.0M
2
DHRDANAHER CORP DEL
Public equity | 4.8% of reported book
$99.5M
3
TSMTAIWAN SEMICONDUCTOR MANUFAC
AI compute | 4.5% of reported book
$92.9M
4
METAMETA PLATFORMS INC
Cloud | 2.5% of reported book
$51.5M
5
GOOGLALPHABET INC
Cloud | 2.4% of reported book
$50.3M
6
GLDSPDR GOLD TR
Public equity | 2.0% of reported book
$40.9M
7
NVDANVIDIA CORPORATION
AI compute | 1.6% of reported book
$33.1M
8
COFCAPITAL ONE FINL CORP
Financials | 1.2% of reported book
$25.5M
9
AVGOBROADCOM INC
AI compute | 0.7% of reported book
$15.5M
Method note
Capital Web reads the same public 13F-HR filings used by Whale Watch. It publishes holdings disclosed in the filing and leaves non-reporting entities empty.