Stock Taper 
POINTSTATE CAPITAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Waystar Holding Corp. | WAY | 1.03M | $21.16M |
 Life Time Group Holdings, Inc. | LTH | 907.88K | $37.08M |
 United Airlines Holdings, Inc. | UAL | 889.53K | $120.97M |
 Illumina, Inc. | ILMN | 862.21K | $151.6M |
 Flutter Entertainment plc | FLUT | 854.25K | $87.28M |
 Capital One Financial Corporation | COF | 854.06K | $171.34M |
 Rambus Inc. | RMBS | 764.17K | $101.44M |
 Westinghouse Air Brake Technologies Corporation | WAB | 638.46K | $172.13M |
 Union Pacific Corporation | UNP | 504.06K | $137.11M |
 Meta Platforms, Inc. | META | 380.41K | $214.28M |
 Natera, Inc. | NTRA | 258.01K | $70.04M |
 Nucor Corporation | NUE | 249.43K | $55.56M |
 Microsoft Corporation | MSFT | 117.33K | $43.77M |
 Steel Dynamics, Inc. | STLD | 74.22K | $17.03M |