KUJIRA WATCH / サード・ポイント（Third Point LLC）
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Third Point LLC

サード・ポイント
13F報告額 $4.7B
FIG. 01 — 上位保有銘柄（2026-06-30 時点）
WBDWARNER BROS DISCOVERY INC11.4%$533.2M
AMZNAMAZON COM INC8.9%$417.1M
GOOGLALPHABET INC7.8%$366.3M
CRH PLC5.0%$234.9M
TDSTELEPHONE & DATA SYS INC5.0%$232.2M
TSMTAIWAN SEMICONDUCTOR MANUFAC4.7%$219.7M
LYVLIVE NATION ENTERTAINMENT IN4.4%$207.8M
KEYSKEYSIGHT TECHNOLOGIES INC4.4%$204.8M
SGISOMNIGROUP INTERNATIONAL INC4.3%$201.5M
XYZBLOCK INC4.2%$194.5M
NSCNORFOLK SOUTHN CORP4.0%$188.8M
FLEX LTD3.6%$166.9M
増加・新規
ARESARES MANAGEMENT CORPORATIONNEW
SYYSYSCO CORPNEW
PFGCPERFORMANCE FOOD GROUP CONEW
TTMITTM TECHNOLOGIES INCNEW
KEYSKEYSIGHT TECHNOLOGIES INCNEW
ALPHABET INCNEW
XYZBLOCK INCNEW
WBDWARNER BROS DISCOVERY INCNEW
FLEX LTDNEW
SPCXSPACE EXPLORATION TECHN CORPNEW
減少・売却
CTEVCLARITEV CORPORATIONEXITED
LRCXLAM RESEARCH CORPEXITED
AVGOBROADCOM INCEXITED
SMHVANECK ETF TRUSTEXITED
SHARKNINJA INCEXITED
METAMETA PLATFORMS INCEXITED
GLDSPDR GOLD TREXITED
NVDANVIDIA CORPORATIONEXITED
KLACKLA CORPEXITED
CRSCARPENTER TECHNOLOGY CORP-30.65%
この投資家の直近13D提出 — KUJIRA WATCH 13Dで全件
2026-04-14新規Third Point Private Capital Partners76.6%
2026-01-13訂正 #2flyExclusive, Inc.4.4%
2025-08-20訂正 #1Soho House & Co Inc.0.0%
2025-03-26訂正 #1flyExclusive, Inc.6.8%
2025-01-29新規Soho House & Co Inc.9.9%