13F filing recap · Q2 2020
What did Third Point LLC buy in Q2 2020?
Reported stock-position changes between this filing and the previous one.
Stock value
$7.28B
Positions
35
Estimated turnover
82.4%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
BABAAlibaba Group Holding Limited$431.40Mreported value+2.00M sharesRTXRtx Corporation$324.43Mreported value+5.26M sharesJDJd.com, Inc.$195.59Mreported value+3.25M sharesMETAMeta Platforms, Inc.$193.01Mreported value+850.0K sharesNKENike, Inc.$122.56Mreported value+1.25M sharesEVRGEvergy, Inc.$88.94Mreported value+1.50M sharesATVIActivision Blizzard, Inc.$85.42Mreported value+1.13M sharesXYZBlock, Inc.$83.95Mreported value+800.0K sharesETRNEquitrans Midstream Corp$83.10Mreported value+10.00M sharesTTWOTake-Two Interactive Software, Inc.$69.78Mreported value+500.0K sharesINTUIntuit Inc.$59.24Mreported value+200.0K sharesGAPGap, Inc$37.86Mreported value+3.00M sharesBKIBlack Knight Inc$32.25Mreported value+444.5K sharesCNNECannae Holdings, Inc.$7.44Mreported value+181.0K shares