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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
PG&E Corp PCGCommon84,935,25701,058,293,000260,751,00012/31/2020
Walt Disney Co DISCommon4,800,000-500,000869,664,000212,040,00012/31/2020
DANAHER CORP /DE/ DHRCommon3,000,0000666,420,00020,430,00012/31/2020
IAA, Inc. IAACOM9,900,000-635,000643,302,00094,745,00012/31/2020
Upstart Holdings, Inc. UPSTCommon13,381,22213,381,222520,444,000520,444,00012/31/2020
CHARTER COMMUNICATIONS, INC. /MO/ CHTRCOM750,0000496,162,00027,907,00012/31/2020
AMAZON COM INC AMZNCommon145,000-60,000472,255,000-173,235,00012/31/2020
Alphabet Inc. GOOGLCOM260,000260,000455,686,000455,686,00012/31/2020
Burlington Stores, Inc. BURLCOM1,670,0000436,788,00092,618,00012/31/2020
INTUIT INC INTUCommon1,000,000700,000379,850,000281,987,00012/31/2020
VISA INC. VCL A1,550,0000339,032,00029,078,00012/31/2020
Alibaba Group Holding Ltd BABASPONSORED ADS1,400,000-1,125,000325,822,000-416,478,00012/31/2020
IQVIA HOLDINGS INC. IQVCOM1,810,4000324,369,00038,996,00012/31/2020
Avantor, Inc. AVTRCommon11,000,0006,000,000309,650,000197,200,00012/31/2020
Fidelity National Information Services, Inc. FISCommon2,136,422-1,063,578302,218,000-168,854,00012/31/2020
Facebook Inc FBCommon1,100,000-25,000300,476,0005,838,00012/31/2020
TransDigm Group INC TDGCommon485,00050,000300,142,00093,465,00012/31/2020
JD.com, Inc. JDCommon3,400,000-1,050,000298,860,000-46,504,00012/31/2020
S&P Global Inc. SPGICOM900,000125,000295,857,00016,392,00012/31/2020
MICROSOFT CORP MSFTCommon1,300,000200,000289,146,00057,783,00012/31/2020
Ferrari N.V. RACECOM1,085,0000249,029,00049,291,00012/31/2020
ADOBE INC. ADBECommon455,000-185,000227,555,000-86,320,00012/31/2020
SALESFORCE.COM, INC. CRMCommon900,000-525,000200,277,000-157,854,00012/31/2020
Aptiv PLC APTVSHS1,500,0001,500,000195,435,000195,435,00012/31/2020
TE Connectivity Ltd. TELCOM1,550,0000187,658,00036,161,00012/31/2020
Planet Fitness, Inc. PLNTCL A2,305,9001,533,700179,007,000131,424,00012/31/2020
Expedia Group, Inc. EXPECommon1,200,000-425,000158,880,0009,884,00012/31/2020
Black Knight, Inc. BKICOM1,750,0000154,612,0002,274,00012/31/2020
STANLEY BLACK & DECKER, INC. SWKcommon817,841817,841146,034,000146,034,00012/31/2020
NIKE, Inc. NKECommon1,000,0001,000,000141,470,000141,470,00012/31/2020
Catalent, Inc. CTLTCOM1,225,0001,225,000127,486,000127,486,00012/31/2020
Leslie's, Inc. LESLCOM4,500,0004,500,000124,875,000124,875,00012/31/2020
CARMAX INC KMXCommon1,275,0001,275,000120,436,000120,436,00012/31/2020
Global Blue Group Holding AG GBCommon9,129,625-1,291,427118,685,00046,259,00012/31/2020
RH RHCommon Stock258,452258,452115,662,000115,662,00012/31/2020
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