Superinversores
Daniel Loeb

Daniel Loeb

Third Point

Valor de Cartera

$2.1B

Posiciones

33

Período

Q1 2026

Fecha de Cartera

30 mar 2026

Concentración de Cartera

Top 5: 58.0%
AMZN 19.4000%
TDS 13.3400%
CRH 9.5900%
SGI 8.0600%
PCG 7.5900%

Posiciones de Cartera

Acción
%
Valor
undefined Acción
Amazon.com Inc.AMZN
19.40%
$0
undefined Acción
Telephone & Data SystemsTDS
13.34%
$0
undefined Acción
CRH plcCRH
9.59%
$0
undefined Acción
Somnigroup International Inc.SGI
8.06%
$0
undefined Acción
PG&E Corp.PCG
7.59%
$0
undefined Acción
NVIDIA Corp.NVDA
7.58%
$0
undefined Acción
Amazon.com Inc.AMZN
6.88%
$0
undefined Acción
Microsoft Corp.MSFT
6.16%
$0
undefined Acción
Carpenter TechnologyCRS
5.87%
$0
undefined Acción
Union PacificUNP
5.77%
$0
undefined Acción
MasTec Inc.MTZ
4.94%
$0
undefined Acción
Danaher Corp.DHR
4.78%
$0
undefined Acción
CRH plcCRH
4.47%
$0
undefined Acción
Taiwan Semiconductor S.A.TSM
4.46%
$0
undefined Acción
Somnigroup International Inc.SGI
4.18%
$0
undefined Acción
APi Group Corp.APG
3.95%
$0
undefined Acción
Brookfield Corp.BN
3.92%
$0
undefined Acción
Norfolk Southern Corp.NSC
3.88%
$0
undefined Acción
Telephone & Data SystemsTDS
3.77%
$0
undefined Acción
Capital One FinancialCOF
3.67%
$0
undefined Acción
Casey's Gen'l StoresCASY
3.46%
$0
undefined Acción
Live Nation Inc.LYV
3.40%
$0
undefined Acción
Carpenter TechnologyCRS
3.40%
$0
undefined Acción
Live Nation Inc.LYV
3.39%
$0
undefined Acción
CoStar Group Inc.CSGP
2.93%
$0
undefined Acción
MasTec Inc.MTZ
2.77%
$0
undefined Acción
Rocket Companies Inc.RKT
2.54%
$0
undefined Acción
LPL Financial Holdings Inc.LPLA
2.51%
$0
undefined Acción
Meta Platforms Inc.META
2.47%
$0
undefined Acción
Alphabet Inc.GOOGL
2.42%
$0
undefined Acción
Chipotle Mexican Grill Inc.CMG
2.41%
$0
undefined Acción
Constellation Energy Corp.CEG
2.31%
$0
undefined Acción
Vistra Corp.VST
2.23%
$0
GL
SPDR Gold TrustGLD
1.96%
$0
undefined Acción
Hut 8 CorpHUT
1.96%
$0
undefined Acción
Danaher Corp.DHR
1.89%
$0
undefined Acción
Sharkninja IncSN
1.85%
$0
undefined Acción
Taiwan Semiconductor S.A.TSM
1.78%
$0
undefined Acción
Alibaba Group HoldingsBABA
1.67%
$0
undefined Acción
NVIDIA Corp.NVDA
1.59%
$0
undefined Acción
APi Group Corp.APG
1.58%
$0
undefined Acción
TransDigm Group Inc.TDG
1.39%
$0
undefined Acción
Norfolk Southern Corp.NSC
1.38%
$0
undefined Acción
Comfort Systems USA Inc.FIX
1.35%
$0
undefined Acción
Capital One FinancialCOF
1.23%
$0
undefined Acción
Union PacificUNP
1.16%
$0
undefined Acción
Strata Critical Medical Inc.SRTA
1.00%
$0
undefined Acción
Spotify Technology S.A.SPOT
0.80%
$0
undefined Acción
KLA Corp.KLAC
0.78%
$0
undefined Acción
Kenvue IncKVUE
0.77%
$0
undefined Acción
Lam ResearchLRCX
0.77%
$0
AS
ASML Holding NVASML
0.76%
$0
SM
Semiconductor HOLDRsSMH
0.74%
$0
undefined Acción
Broadcom Inc.AVGO
0.74%
$0
undefined Acción
Progressive Corp.PGR
0.69%
$0
undefined Acción
Sharkninja IncSN
0.66%
$0
HT
Hertz Global Hldgs Inc. WTSHTZWW
0.43%
$0
undefined Acción
Thermo Fisher ScientificTMO
0.40%
$0
undefined Acción
Ars Pharmaceuticals IncSPRY
0.39%
$0
undefined Acción
Strata Critical Medical Inc.SRTA
0.33%
$0
undefined Acción
Wix.com Ltd.WIX
0.32%
$0
undefined Acción
CSX Corp.CSX
0.25%
$0
undefined Acción
Aurora Innovation Inc.AUR
0.20%
$0
HT
Hertz Global Hldgs Inc. WTSHTZWW
0.15%
$0
undefined Acción
Flyexclusive IncFLYX
0.11%
$0
undefined Acción
Claritev Corp.CTEV
0.09%
$0
undefined Acción
Ars Pharmaceuticals IncSPRY
0.09%
$0
undefined Acción
Flyexclusive IncFLYX
0.06%
$0
undefined Acción
Aurora Innovation Inc.AUR
0.05%
$0
undefined Acción
Claritev Corp.CTEV
0.03%
$0
BH
Bausch HealthBHC
0.03%
$0
AU
Aurora Innovation Inc. WTSAUROW
0.02%
$0
AU
Aurora Innovation Inc. WTSAUROW
0.01%
$0
FL
Eg Acquisition Corp A WTS28FLYX.WS
0.00%
$0
FL
Eg Acquisition Corp A WTS28FLYX.WS
0.00%
$0

Actividad Reciente

AMZN

Amazon.com Inc.

Reduce 10.39%

TDS

Telephone & Data Systems

Reduce 1.12%

CRH

CRH plc

Reduce 26.92%

SGI

Somnigroup International Inc.

Reduce 33.21%

PCG

PG&E Corp.

Reduce 31.54%

NVDA

NVIDIA Corp.

Add 3.51%

AMZN

Amazon.com Inc.

Reduce 22.95%

MSFT

Microsoft Corp.

Reduce 15.91%

CRS

Carpenter Technology

Reduce 60.51%

UNP

Union Pacific

Add 106.86%

MTZ

MasTec Inc.

Reduce 65.41%

DHR

Danaher Corp.

Reduce 12.50%

CRH

CRH plc

Add 20.09%

TSM

Taiwan Semiconductor S.A.

Reduce 35.29%

SGI

Somnigroup International Inc.

Add 13.33%

APG

APi Group Corp.

Reduce 32.33%

BN

Brookfield Corp.

Reduce 11.59%

NSC

Norfolk Southern Corp.

Reduce 40.91%

TDS

Telephone & Data Systems

Reduce 0.48%

COF

Capital One Financial

Reduce 20.58%

CASY

Casey's Gen'l Stores

Reduce 9.00%

LYV

Live Nation Inc.

Reduce 73.04%

CRS

Carpenter Technology

Reduce 7.65%

LYV

Live Nation Inc.

Add 27.78%

CSGP

CoStar Group Inc.

Add 4.91%

MTZ

MasTec Inc.

Add 27.59%

RKT

Rocket Companies Inc.

Add 137.88%

LPLA

LPL Financial Holdings Inc.

Reduce 14.16%

META

Meta Platforms Inc.

Buy

GOOGL

Alphabet Inc.

Buy

CMG

Chipotle Mexican Grill Inc.

Buy

CEG

Constellation Energy Corp.

Buy

VST

Vistra Corp.

Add 7.49%

GLD

SPDR Gold Trust

Buy

HUT

Hut 8 Corp

Buy

DHR

Danaher Corp.

Add 1100.00%

SN

Sharkninja Inc

Reduce 33.33%

TSM

Taiwan Semiconductor S.A.

Reduce 61.36%

BABA

Alibaba Group Holdings

Buy

NVDA

NVIDIA Corp.

Reduce 93.56%

APG

APi Group Corp.

Buy

TDG

TransDigm Group Inc.

Buy

NSC

Norfolk Southern Corp.

Reduce 89.74%

FIX

Comfort Systems USA Inc.

Reduce 47.50%

COF

Capital One Financial

Reduce 87.27%

UNP

Union Pacific

Reduce 94.48%

SPOT

Spotify Technology S.A.

Buy

KLAC

KLA Corp.

Buy

KVUE

Kenvue Inc

Reduce 63.89%

LRCX

Lam Research

Buy

ASML

ASML Holding NV

Buy

SMH

Semiconductor HOLDRs

Buy

AVGO

Broadcom Inc.

Buy

PGR

Progressive Corp.

Buy

SN

Sharkninja Inc

Reduce 89.12%

TMO

Thermo Fisher Scientific

Buy

SPRY

Ars Pharmaceuticals Inc

Add 79.78%

WIX

Wix.com Ltd.

Buy

CSX

CSX Corp.

Buy

CTEV

Claritev Corp.

Buy

SPRY

Ars Pharmaceuticals Inc

Buy

CTEV

Claritev Corp.

Reduce 69.66%

BHC

Bausch Health

Add 250.00%