Third Point Q1 2021 13F Holdings

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Third Point Q1 2021 holdings
TickerName Value Shares↓ Weighting
UPST UPSTART HLDGS INC  $1,688,860
224.5%
13,381,2220.0%11.38%
183.7%
PCG PG&E CORPReduce  $971,172
-8.2%
82,935,257
-2.4%
6.54%
-19.8%
DIS DISNEY WALT COReduce  $774,984
-10.9%
4,200,000
-12.5%
5.22%
-22.1%
DHR DANAHER CORPORATIONReduce  $652,732
-2.1%
2,900,000
-3.3%
4.40%
-14.4%
PAYSAFE LIMITEDordNew  $560,250–41,500,000–3.78%–
IAA IAA INCReduce  $479,646
-25.4%
8,698,694
-12.1%
3.23%
-34.8%
INTU INTUITAdd  $459,672
21.0%
1,200,000
20.0%
3.10%
5.8%
CSGP COSTAR GROUP INCNew  $452,040–550,000–3.05%–
BURL BURLINGTON STORES INCReduce  $448,200
2.6%
1,500,000
-10.2%
3.02%
-10.3%
GOOGL ALPHABET INCcap stk cl aReduce  $433,129
-5.0%
210,000
-19.2%
2.92%
-16.9%
CHTR CHARTER COMMUNICATIONS...cl aReduce  $401,063
-19.2%
650,000
-13.3%
2.70%
-29.3%
MSFT MICROSOFT CORPAdd  $377,232
30.5%
1,600,000
23.1%
2.54%
14.0%
UBER UBER TECHNOLOGIES INCNew  $367,942–6,750,000–2.48%–
SPGI S&P GLOBAL INCAdd  $352,870
19.3%
1,000,000
11.1%
2.38%
4.3%
AMZN AMAZON COM INCReduce  $352,725
-25.3%
114,000
-21.4%
2.38%
-34.7%
IQV IQVIA HLDGS INC  $349,661
7.8%
1,810,4000.0%2.36%
-5.8%
AVTR AVANTOR INC  $318,230
2.8%
11,000,0000.0%2.14%
-10.1%
V VISA INCReduce  $317,595
-6.3%
1,500,000
-3.2%
2.14%
-18.1%
FB FACEBOOK INCcl aReduce  $294,530
-2.0%
1,000,000
-9.1%
1.98%
-14.3%
TDG TRANSDIGM GROUP INC  $285,141
-5.0%
485,0000.0%1.92%
-16.9%
EL LAUDER ESTEE COS INCcl aAdd  $280,670
427.2%
965,000
382.5%
1.89%
361.5%
JD JD.COM INCspon adr cl aReduce  $278,289
-6.9%
3,300,000
-2.9%
1.88%
-18.6%
UNH UNITEDHEALTH GROUP INCAdd  $223,242
98.9%
600,000
87.5%
1.50%
74.0%
APTV APTIV PLCAdd  $213,745
9.4%
1,550,000
3.3%
1.44%
-4.4%
DD DUPONT DE NEMOURS INCNew  $206,724–2,675,000–1.39%–
RACE FERRARI N VReduce  $206,141
-17.2%
985,000
-9.2%
1.39%
-27.7%
TEL TE CONNECTIVITY LTD  $200,120
6.6%
1,550,0000.0%1.35%
-6.8%
DELL DELL TECHNOLOGIES INCcl cNew  $176,300–2,000,000–1.19%–
RH RHAdd  $165,581
43.2%
277,541
7.4%
1.12%
25.1%
LESL LESLIES INCAdd  $150,614
20.6%
6,150,000
36.7%
1.02%
5.4%
KMX CARMAX INCReduce  $145,926
21.2%
1,100,000
-13.7%
0.98%
6.0%
Z ZILLOW GROUP INCcl c cap stkAdd  $140,659
95.5%
1,085,000
95.7%
0.95%
70.8%
SHOP SHOPIFY INCcl aNew  $132,780–120,000–0.90%–
CTLT CATALENT INC  $129,005
1.2%
1,225,0000.0%0.87%
-11.6%
BKI BLACK KNIGHT INCReduce  $125,783
-18.6%
1,700,000
-2.9%
0.85%
-28.9%
SU SUNCOR ENERGY INC NEWNew  $125,404–6,000,000–0.84%–
GB GLOBAL BLUE GROUP HOLD...Reduce  $111,053
-6.4%
9,117,625
-0.1%
0.75%
-18.3%
CVNA CARVANA COcl aNew  $104,960–400,000–0.71%–
PCGU PG&E CORPunit 99/99/9999  $91,280
-7.1%
800,0000.0%0.62%
-18.9%
ETRN EQUITRANS MIDSTREAM CORPReduce  $73,440
-29.7%
9,000,000
-30.8%
0.50%
-38.6%
RADI RADIUS GLOBAL INFRASTR...Reduce  $66,083
14.3%
4,495,473
-0.1%
0.44%
-0.2%
INTC INTEL CORP  $64,000
28.5%
1,000,0000.0%0.43%
12.2%
NYT NEW YORK TIMES COcl aNew  $63,817–1,260,713–0.43%–
WISH CONTEXTLOGIC INC  $59,627
-11.1%
3,853,0500.0%0.40%
-22.2%
AESUU AES CORPunit 99/99/9999New  $51,650–500,000–0.35%–
AES AES CORPNew  $49,598–1,850,000–0.33%–
SLV ISHARES SILVER TRisharesNew  $45,400–2,000,000–0.31%–
JWSMU JAWS MUSTANG ACQUISITI...unit 99/99/9999New  $40,600–4,000,000–0.27%–
REINVENT TECHNOLOGY PA...unit 03/12/2026New  $40,160–4,000,000–0.27%–
ASZU AUSTERLITZ ACQUISITION...unit 99/99/9999New  $40,120–4,000,000–0.27%–
RKT ROCKET COS INCNew  $34,635–1,500,000–0.23%–
FTCV FINTECH ACQUISITION CO...New  $33,630–3,000,000–0.23%–
KDMN KADMON HLDGS INC  $29,568
-6.3%
7,601,1150.0%0.20%
-18.1%
GOAC GO ACQUISITION CORPNew  $29,550–3,000,000–0.20%–
AVAN AVANTI ACQUISITION CORPNew  $29,310–3,000,000–0.20%–
JWS JAWS ACQUISITION CORPReduce  $27,616
-64.2%
2,084,192
-63.8%
0.19%
-68.7%
KHOSLA VENTURES ACQUT ...New  $24,900–2,500,000–0.17%–
COMPUTE HEALTH ACQUISI...New  $24,650–2,500,000–0.17%–
KHOSLA VENTURES ACQUST...New  $22,680–2,250,000–0.15%–
VYGG VY GLOBAL GROWTHNew  $20,240–2,000,000–0.14%–
BOAC BLUESCAPE OPPORTUNITIE...New  $19,900–2,000,000–0.13%–
FPAC FAR PEAK ACQUISITION CORPNew  $19,540–2,000,000–0.13%–
CMLF CM LIFE SCIENCES INCNew  $19,283–1,295,000–0.13%–
AGC ALTIMETER GROWTH CORPcl aNew  $18,720–1,600,000–0.13%–
CRHC COHN ROBBINS HOLDINGS ...New  $18,677–1,900,000–0.13%–
FMAC FIRSTMARK HORIZON ACQU...New  $16,588–1,658,761–0.11%–
VAQC VECTOR ACQUISITION COR...New  $14,850–1,500,000–0.10%–
TLG ACQUISITION ONE CORPNew  $14,520–1,500,000–0.10%–
MRAC MARQUEE RAINE ACQUISIT...New  $13,832–1,400,000–0.09%–
AGCB ALTIMETER GROWTH CORP 2New  $13,338–1,285,000–0.09%–
AUSU AUSTERLITZ ACQUISITION...unit 99/99/9999New  $13,052–1,300,000–0.09%–
LHAA LERER HIPPEAU ACQUISIT...cl aNew  $12,375–1,250,000–0.08%–
DRAGONEER GROWTH OPT C...New  $12,132–1,200,000–0.08%–
RTPZ REINVENT TECHNOLOGY PA...New  $12,012–1,200,000–0.08%–
RICE RICE ACQUISITION CORPNew  $10,110–1,000,000–0.07%–
IACBU ION ACQUISITION CORP 2...unit 99/99/9999New  $10,160–1,000,000–0.07%–
KVSA KHOSLA VENTURES ACQUIS...cl aNew  $10,100–1,000,000–0.07%–
HMCO HUMANCO ACQUISITION CORPNew  $9,950–1,000,000–0.07%–
SLACU SOCIAL LEVERAGE ACQUIS...unit 99/99/9999New  $9,950–1,000,000–0.07%–
ARCLIGHT CLEAN TRANSIT...unit 03/16/2028New  $10,000–1,000,000–0.07%–
DISRUPTIVE ACQUISITION...unit 03/06/2026New  $9,880–1,000,000–0.07%–
NDACU NIGHTDRAGON ACQUISITIO...unit 02/26/20266New  $8,160–800,000–0.06%–
LEVERE HOLDINGS CORPunit 03/09/2026New  $7,968–800,000–0.05%–
DGNS DRAGONEER GROWTH OPPTY...Add  $8,018
0.3%
780,000
11.4%
0.05%
-12.9%
SVFC SVF INVESTMENT CORP 3New  $8,080–800,000–0.05%–
MSACU MEDICUS SCIENCES ACQUI...unit 99/99/9999New  $7,782–790,000–0.05%–
TSIBU TISHMAN SPEYER INNOVAT...unit 02/11/2026New  $7,500–750,000–0.05%–
PAYSAFE LIMITED*w exp 08/11/202New  $7,217–1,666,666–0.05%–
SHY ISHARES TR1 3 yr treas bdAdd  $5,489
15.4%
63,645
15.6%
0.04%0.0%
LDH GROWTH CORP Iunit 03/17/2026New  $5,060–500,000–0.03%–
TMACU THE MUSIC ACQUISITION ...unit 99/99/9999New  $4,990–500,000–0.03%–
PRPCU CC NEUBERGER PRINCIPAL...unit 99/99/9999New  $4,995–500,000–0.03%–
HLAHU HAMILTON LANE ALLIANCE...unit 99/99/9999New  $4,978–500,000–0.03%–
SLAMU SLAM CORPunit 99/99/9999New  $4,960–500,000–0.03%–
FACAU FIGURE ACQUISITION CORP Iunit 99/99/9999New  $3,542–350,000–0.02%–
GHVI GORES HOLDINGS VI INCNew  $3,425–250,000–0.02%–
SQQQ PROSHARES TR SQQQcallultrapro sht qqqNew  $3,280–250,000–0.02%–
HHLAU HH&L ACQUISITION COunit 99/99/9999New  $3,030–300,000–0.02%–
SVF INVESTMENT CORP 2New  $3,030–300,000–0.02%–
FWAA FIFTH WALL ACQUISITION...New  $2,500–250,000–0.02%–
STPCU STAR PEAK CORP IIunit 99/99/9999New  $2,093–200,000–0.01%–
BTNB BRIDGETOWN 2 HOLDINGS LTDcl aNew  $1,792–175,000–0.01%–
IPOFWS SOCIAL CAPITAL HEDOSOP...*w exp 09/26/202New  $1,808–687,500–0.01%–
CLIMU CLIMATE REAL IMPACT SL...unit 99/99/9999New  $1,750–175,000–0.01%–
DCRNU DECARBONIZATION PLUS A...unit 01/19/2026New  $1,660–165,000–0.01%–
AVANWS AVANTI ACQUISITION CORP*w exp 99/99/999New  $1,575–1,500,000–0.01%–
GBWS GLOBAL BLUE GROUP HOLD...*w exp 08/28/202  $1,613
-26.2%
1,333,3330.0%0.01%
-35.3%
SUMO SUMO LOGIC INCNew  $1,414–75,000–0.01%–
BOACWS BLUESCAPE OPPORTUNITIE...*w exp 10/28/202New  $1,510–1,000,000–0.01%–
RTPWS REINVENT TECHNOLOGY PA...*w exp 09/16/202New  $1,515–750,000–0.01%–
DIVERSEY HLDGS LTDNew  $1,385–94,173–0.01%–
CRHCWS COHN ROBBINS HOLDINGS ...*w exp 08/28/202New  $1,000–833,332–0.01%–
AGCWW ALTIMETER GROWTH CORP*w exp 09/30/202New  $933–300,000–0.01%–
GOACWS GO ACQUISITION CORP*w exp 08/31/202New  $900–1,000,000–0.01%–
RICEWS RICE ACQUISITION CORP*w exp 10/26/202New  $755–510,000–0.01%–
FPACWS FAR PEAK ACQUISITION CORP*w exp 12/07/202New  $733–666,666–0.01%–
COMPUTE HEALTH ACQUISI...*w exp 01/25/202New  $781–625,000–0.01%–
IPODWS SOCIAL CAPITAL HEDOSOP...*w exp 09/26/202New  $700–287,500–0.01%–
FMACWS FIRSTMARK HORIZON ACQU...*w exp 09/26/202New  $783–505,000–0.01%–
HMCOW HUMANCO ACQUISITION CORP*w exp 99/99/999New  $650–500,000–0.00%–
SOACWS SUSTAINABLE OPPORTNTS ...*w exp 99/99/999New  $450–500,000–0.00%–
RTPZWS REINVENT TECHNOLOGY PA...*w exp 09/16/202New  $379–240,000–0.00%–
MRACW MARQUEE RAINE ACQUISIT...*w exp 12/01/202New  $434–350,000–0.00%–
TLG ACQUISITION ONE CORP*w exp 01/25/202New  $285–500,000–0.00%–
SPFRWS JAWS SPITFIRE ACQUISIT...*w exp 12/01/202New  $193–98,333–0.00%–
BMYRT BRISTOL-MYERS SQUIBB COright 99/99/9999Sold out  $0–-6,000,000–-0.03%–
BFTWS FOLEY TRASIMENE ACQUIS...*w exp 08/11/202Sold out  $0–-1,666,666–-0.06%–
HMCOU HUMANCO ACQUISITION CORPunit 12/08/2023Sold out  $0–-1,000,000–-0.08%–
RICEU RICE ACQUISITION CORPunit 99/99/9999Sold out  $0–-1,000,000–-0.09%–
STPK STAR PEAK ENERGY TRANS...cl aSold out  $0–-565,000–-0.09%–
RTPZU REINVENT TECHNOLOGY PA...unit 99/99/9999Sold out  $0–-1,200,000–-0.10%–
MRACU MARQUEE RAINE ACQUISIT...unit 12/01/2025Sold out  $0–-1,400,000–-0.12%–
IPODU SOCIAL CAPITAL HEDOSOP...unit 99/99/9999Sold out  $0–-1,150,000–-0.13%–
FMACU FIRSTMARK HORIZON ACQU...unit 99/99/9999Sold out  $0–-1,500,000–-0.13%–
AGCUU ALTIMETER GROWTH CORPunit 99/99/9999Sold out  $0–-1,500,000–-0.15%–
BFAM BRIGHT HORIZONS FAM SO...Sold out  $0–-114,975–-0.15%–
FPACU FAR PEAK ACQUISITION CORPunit 99/99/9999Sold out  $0–-2,000,000–-0.16%–
BOACU BLUESCAPE OPPORTUNITIE...unit 99/99/9999Sold out  $0–-2,000,000–-0.17%–
DISH DISH NETWORK CORPORATIONcl aSold out  $0–-712,300–-0.18%–
IPOEU SOCIAL CAPITAL HEDOSOP...unit 99/99/9999Sold out  $0–-2,000,000–-0.20%–
CRHCU COHN ROBBINS HOLDINGS ...unit 08/11/2025Sold out  $0–-2,500,000–-0.21%–
DASH DOORDASH INCcl aSold out  $0–-200,000–-0.22%–
GOACU GO ACQUISITION CORPunit 08/31/2027Sold out  $0–-3,000,000–-0.25%–
AVANU AVANTI ACQUISITION CORPunit 99/99/9999Sold out  $0–-3,000,000–-0.25%–
SPFRU JAWS SPITFIRE ACQUISIT...unit 99/99/9999Sold out  $0–-3,000,000–-0.26%–
IPOFU SOCIAL CAPITAL HEDOSOP...unit 99/99/9999Sold out  $0–-2,750,000–-0.27%–
RTPU REINVENT TECHNOLOGY PA...unit 99/99/9999Sold out  $0–-3,000,000–-0.28%–
VNT VONTIER CORPORATIONSold out  $0–-1,201,439–-0.31%–
PLTR PALANTIR TECHNOLOGIES INCcl aSold out  $0–-2,356,991–-0.42%–
PINS PINTEREST INCcl aSold out  $0–-1,000,000–-0.51%–
BFT FOLEY TRASIMENE ACQUIS...Sold out  $0–-5,000,000–-0.58%–
NKE NIKE INCcl bSold out  $0–-1,000,000–-1.09%–
SWK STANLEY BLACK & DECKER...Sold out  $0–-817,841–-1.13%–
EXPE EXPEDIA GROUP INCSold out  $0–-1,200,000–-1.22%–
PLNT PLANET FITNESS INCcl aSold out  $0–-2,305,900–-1.38%–
CRM SALESFORCE COM INCSold out  $0–-900,000–-1.54%–
ADBE ADOBE SYSTEMS INCORPOR...Sold out  $0–-455,000–-1.75%–
FIS FIDELITY NATL INFORMAT...Sold out  $0–-2,136,422–-2.33%–
BABA ALIBABA GROUP HLDG LTDsponsored adsSold out  $0–-1,400,000–-2.51%–
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