
U.S. Market Closed - Market Opens in 1D 4H 12M
Institutional Portfolio
POINTSTATE CAPITAL LP
9 WEST 57TH STREET, NEW YORK, New York, 10019, (212) 830-7000
Report last updated Dec 31, 2024
Position Statistics
Total Positions | 53 |
New Positions | 9 |
Increased Positions | 26 |
Decreased Positions | 23 |
Positions with Activity | 49 |
Sold Out Positions | 13 |
TOTAL MARKET VALUE OF POSITIONS($MILLIONS) | 3,854 |
Sector Weighting
Energy | |
Basic Materials | |
Industrials | |
Consumer Cyclicals | |
Consumer Non-Cyclicals | |
Financials | |
Healthcare | |
Technology | |
Telecommunication Services | |
Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
53 TOTAL Positions
CRH PLC | ORD | 403,611 | 176,280 | 77.543 | 4,579,200 |
WESCO INTL INC | COM | 251,735 | 41,651 | 19.826 | 1,609,248 |
SCHWAB CHARLES CORP | COM | 249,463 | 249,463 | New | 3,206,059 |
COUPANG INC | CL A | 225,914 | -58,982 | (20.703) | 10,103,498 |
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 203,979 | 56,823 | 38.614 | 13,526,475 |
EXPEDIA GROUP INC | COM NEW | 186,173 | 12,364 | 7.114 | 1,107,513 |
FLUTTER ENTMT PLC | SHS | 184,246 | 20,046 | 12.208 | 805,201 |
BANK AMERICA CORP | COM | 176,482 | 75,245 | 74.325 | 4,278,353 |
CAPITAL ONE FINL CORP | COM | 136,236 | 136,236 | New | 785,088 |
COHERENT CORP | COM | 134,179 | -59,670 | (30.782) | 2,041,367 |
MICROSOFT CORP | COM | 133,336 | 2,011 | 1.531 | 351,997 |
ULTA BEAUTY INC | COM | 132,442 | 132,442 | New | 368,438 |
ILLUMINA INC | COM | 128,912 | 104,729 | 433.078 | 1,611,395 |
VISTRA CORP | COM | 110,661 | 70,666 | 176.69 | 929,533 |
DOORDASH INC | CL A | 109,015 | -50,086 | (31.481) | 596,985 |
GRAB HOLDINGS LIMITED | CLASS A ORD | 106,683 | 74,824 | 234.853 | 23,344,305 |
RUBRIK INC. | CL A | 97,006 | 16,880 | 21.066 | 1,523,808 |
ARAMARK | COM | 92,019 | 52,934 | 135.436 | 2,690,617 |
GOLAR LNG LTD | SHS | 83,357 | 83,357 | New | 2,200,555 |
KKR & CO INC | COM | 82,994 | -21,230 | (20.37) | 722,564 |