Stock Taper 
THIRD POINT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Wolfspeed Inc. | WOLF | 10K | $482.5K |
 Applied Digital Corp. | APLD | 22K | $820.6K |
 ASML Holding N.V. | ASML | 30K | $59.61M |
 Core Scientific, Inc. | CORZ | 54K | $1.38M |
 TransDigm Group Incorporated | TDG | 79K | $105.23M |
 ERock, Inc. | EROC | 83.03K | $1.2M |
 Space Exploration Technologies Corp. | SPCX | 180.41K | $30.83M |
 Carpenter Technology Corporation | CRS | 215K | $132.62M |
 MasTec, Inc. | MTZ | 290K | $120.66M |
 Union Pacific Corporation | UNP | 350K | $95.2M |
 Ares Management Corporation | ARES | 375K | $41.74M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 460K | $219.68M |
 TTM Technologies, Inc. | TTMI | 505K | $94.45M |
 Danaher Corporation | DHR | 540K | $102.86M |
 Sysco Corporation | SYY | 580K | $48.16M |
 Keysight Technologies, Inc. | KEYS | 585K | $204.79M |
 Norfolk Southern Corporation | NSC | 600K | $188.75M |
 Performance Food Group Co | PFGC | 675K | $75.46M |
 Capital One Financial Corporation | COF | 825K | $165.51M |
 ARS Pharmaceuticals, Inc. | SPRY | 1M | $8.01M |