1
AMZNAMAZON COM INC
CUSIP 023135106
Filed value
$404.0MWeight / shares
19.40% · 1,940,000 shQuarter change
-$95.7M · -19.1%Prior receipt ↗
Institutional filer · CIK 0001040273
Third Point LLC reported holdings.
Reported US long positions from the latest cached Form 13F-HR. Figures are framed as of the quarter end and dated to the filing; they are not live firm AUM or a complete portfolio.
Reported book
$2.1BFiling lines parsed
33Holdings published
25Current reported holdings
Top 25 positions by filed value
As of 2026-03-31; filed 2026-05-15. QoQ values appear only when both exact quarter filing receipts are present in the cached read model.
RankHoldingFiled valueWeight / sharesQuarter change
2
TELEPHONE & DATA SYS INC
CUSIP 879433829
Filed value
$277.9MWeight / shares
13.34% · 6,600,000 shQuarter change
+$4.2M · +1.5%Prior receipt ↗
3
CRH PLC
CUSIP G25508105
Filed value
$199.7MWeight / shares
9.59% · 1,900,000 shQuarter change
-$124.8M · -38.4%Prior receipt ↗
4
SOMNIGROUP INTERNATIONAL INC
CUSIP 88023U101
Filed value
$167.9MWeight / shares
8.06% · 2,270,769 shQuarter change
-$135.7M · -44.7%Prior receipt ↗
5
CARPENTER TECHNOLOGY CORP
CUSIP 144285103
Filed value
$122.2MWeight / shares
5.87% · 310,000 shQuarter change
-$125.0M · -50.6%Prior receipt ↗
6
MASTEC INC
CUSIP 576323109
Filed value
$103.0MWeight / shares
4.94% · 320,000 shQuarter change
-$98.1M · -48.8%Prior receipt ↗
7
DHRDANAHER CORP DEL
CUSIP 235851102
Filed value
$99.5MWeight / shares
4.78% · 525,000 shQuarter change
-$37.8M · -27.5%Prior receipt ↗
8
TSMTAIWAN SEMICONDUCTOR MANUFAC
CUSIP 874039100
Filed value
$92.9MWeight / shares
4.46% · 275,000 shQuarter change
-$36.2M · -28.0%Prior receipt ↗
9
API GROUP CORP
CUSIP 00187Y100
Filed value
$82.3MWeight / shares
3.95% · 2,030,000 shQuarter change
-$32.5M · -28.3%Prior receipt ↗
10
LIVE NATION ENTERTAINMENT IN
CUSIP 538034109
Filed value
$70.9MWeight / shares
3.40% · 465,000 shQuarter change
-$174.9M · -71.1%Prior receipt ↗
11
METAMETA PLATFORMS INC
CUSIP 30303M102
Filed value
$51.5MWeight / shares
2.47% · 90,000 shQuarter change
+$51.5MPrior receipt ↗
12
GOOGLALPHABET INC
CUSIP 02079K305
Filed value
$50.3MWeight / shares
2.42% · 175,000 shQuarter change
+$50.3MPrior receipt ↗
13
GLDSPDR GOLD TR
CUSIP 78463V107
Filed value
$40.9MWeight / shares
1.96% · 95,000 shQuarter change
+$40.9MPrior receipt ↗
14
HUT 8 CORP
CUSIP 44812J104
Filed value
$40.8MWeight / shares
1.96% · 869,563 shQuarter change
+$40.8MPrior receipt ↗
15
NVDANVIDIA CORPORATION
CUSIP 67066G104
Filed value
$33.1MWeight / shares
1.59% · 190,000 shQuarter change
-$517.0M · -94.0%Prior receipt ↗
16
TRANSDIGM GROUP INC
CUSIP 893641100
Filed value
$29.0MWeight / shares
1.39% · 25,000 shQuarter change
+$29.0MPrior receipt ↗
17
NORFOLK SOUTHN CORP
CUSIP 655844108
Filed value
$28.7MWeight / shares
1.38% · 100,000 shQuarter change
-$252.8M · -89.8%Prior receipt ↗
18
COFCAPITAL ONE FINL CORP
CUSIP 14040H105
Filed value
$25.5MWeight / shares
1.23% · 140,000 shQuarter change
-$241.1M · -90.4%Prior receipt ↗
19
UNION PAC CORP
CUSIP 907818108
Filed value
$24.3MWeight / shares
1.16% · 100,000 shQuarter change
-$394.4M · -94.2%Prior receipt ↗
20
STRATA CRITICAL MEDICAL INC
CUSIP 092667104
Filed value
$20.9MWeight / shares
1.00% · 5,000,000 shQuarter change
-$3.1M · -13.1%Prior receipt ↗
21
KLA CORP
CUSIP 482480100
Filed value
$16.2MWeight / shares
0.78% · 11,000 shQuarter change
+$16.2MPrior receipt ↗
22
LAM RESEARCH CORP
CUSIP 512807306
Filed value
$16.0MWeight / shares
0.77% · 75,000 shQuarter change
+$16.0MPrior receipt ↗
23
ASMLASML HLDG NV
CUSIP N07059210
Filed value
$15.8MWeight / shares
0.76% · 12,000 shQuarter change
+$15.8MPrior receipt ↗
24
AVGOBROADCOM INC
CUSIP 11135F101
Filed value
$15.5MWeight / shares
0.74% · 50,000 shQuarter change
+$15.5MPrior receipt ↗
25
SMHVANECK ETF TRUST
CUSIP 92189F676
Filed value
$15.3MWeight / shares
0.74% · 40,000 shQuarter change
+$15.3MPrior receipt ↗
Form 13F generally covers reported US long positions. It can omit cash, private assets, many derivatives, shorts, bonds, and foreign-only listings. The filing receipt, not an inferred total, defines this page's scope.