account_balance
Investment manager · 13F filer · SEC CIK 1509842
PointState Capital LP
Reported value$5.68Bas of Jun 30, 2026
Positions43 17 new, 17 sold out
Top 10 weight50.9%PCG alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PCGPG&E Corp
6.0%Trimmed −6%
AMZNAmazon Com Inc
6.0%New
DASHDoordash Inc
5.9%
GRABGrab Holdings Limited
5.6%Added +101%
CXCemex SA Euro MTN Be 144a
5.3%
QQnity Electronics Inc
5.2%Added +3%
RTXRTX Corporation
5.0%New
XYZBlock Inc
4.1%Trimmed −22%
DKNGDraftkings Inc New
4.0%New
METAMeta Platforms Inc
3.8%Added +423%
FLSFlowserve Corp
3.5%New
WAB3.0%PCG6.0%AMZN6.0%DASH5.9%
GRABGrab Holdings Limited
5.6%Added +101%
CXCemex SA Euro MTN Be 144a
5.3%
QQnity Electronics Inc
5.2%Added +3%
RTX5.0%XYZ4.1%DKNG4.0%META3.8%FLS3.5%WAB3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PCG PG&E Corp 6.0% Trimmed −6%AMZN Amazon Com Inc 6.0% NewDASH Doordash Inc 5.9% HeldGRAB Grab Holdings Limited 5.6% Added +101%CX Cemex SA Euro MTN Be 144a 5.3% HeldQ Qnity Electronics Inc 5.2% Added +3%RTX RTX Corporation 5.0% NewXYZ Block Inc 4.1% Trimmed −22%DKNG Draftkings Inc New 4.0% NewMETA Meta Platforms Inc 3.8% Added +423%FLS Flowserve Corp 3.5% NewWAB Wabtec 3.0% Added +6%
What changed