StockPCG - PG&E Corp.
% de la cartera13.35
Actividad recienteReduce 7.44%
Comparte49,750,000
Precio$19.77
Valor$983,558,000
Precio Actual$17.17
Precio reportado-13.15%
52 Week Low$15.89
52 Week High$21.69
Menú
Daniel Loeb - Third Point
Daniel Loeb - Third PointFecha: 30 Jun 2026Inversiones: 38Valor: $4,566,909,000
Inversiones actuales
StockAMZN - Amazon.com Inc.
% de la cartera9.35
Actividad recienteReduce 27.45%
Comparte3,700,000
Precio$186.33
Valor$689,421,000
Precio Actual$218.94
Precio reportado17.50%
52 Week Low$149.91
52 Week High$233.00
StockDHR - Danaher Corp.
% de la cartera7.36
Actividad recienteReduce 4.88%
Comparte1,950,000
Precio$278.02
Valor$542,139,000
Precio Actual$235.07
Precio reportado-15.45%
52 Week Low$221.57
52 Week High$281.10
StockVST - Vistra Corp.
% de la cartera5.11
Actividad recienteReduce 28.97%
Comparte3,175,000
Precio$118.54
Valor$376,365,000
Precio Actual$166.73
Precio reportado40.65%
52 Week Low$37.70
52 Week High$169.19
StockBBWI - Bath & Body Works Inc.
% de la cartera5.10
Actividad recienteReduce 1.59%
Comparte11,785,000
Precio$31.92
Valor$376,177,000
Precio Actual$36.41
Precio reportado14.07%
52 Week Low$26.03
52 Week High$52.11
StockMSFT - Microsoft Corp.
% de la cartera5.08
Actividad recienteReduce 44.94%
Comparte870,000
Precio$430.30
Valor$374,361,000
Precio Actual$418.95
Precio reportado-2.64%
52 Week Low$377.56
52 Week High$466.57
StockICE - Intercontinental Exchange Inc.
% de la cartera4.54
Actividad recienteAdd 108.50%
Comparte2,085,000
Precio$160.64
Valor$334,934,000
Precio Actual$142.80
Precio reportado-11.11%
52 Week Low$123.12
52 Week High$167.50
StockMETA - Meta Platforms Inc.
% de la cartera4.23
Actividad recienteReduce 50.45%
Comparte545,000
Precio$572.44
Valor$311,980,000
Precio Actual$615.86
Precio reportado7.59%
52 Week Low$357.25
52 Week High$637.89
StockTSM - Taiwan Semiconductor S.A.
% de la cartera4.19
Actividad recienteReduce 12.10%
Comparte1,780,000
Precio$173.67
Valor$309,133,000
Precio Actual$208.37
Precio reportado19.98%
52 Week Low$98.20
52 Week High$222.20
StockLYV - Live Nation Inc.
% de la cartera3.48
Actividad recienteAdd 71.43%
Comparte2,340,000
Precio$109.49
Valor$256,207,000
Precio Actual$128.51
Precio reportado17.37%
52 Week Low$86.67
52 Week High$141.18
StockBN - Brookfield Corp.
% de la cartera3.41
Actividad recienteBuy
Comparte4,725,000
Precio$53.15
Valor$251,134,000
Precio Actual$54.91
Precio reportado3.31%
52 Week Low$37.53
52 Week High$62.35
StockCPAY - Corpay Inc.
% de la cartera3.25
Actividad reciente—
Comparte765,000
Precio$312.76
Valor$239,261,000
Precio Actual$348.39
Precio reportado11.39%
52 Week Low$247.10
52 Week High$385.30
StockAAPL - Apple Inc.
% de la cartera2.94
Actividad recienteReduce 52.31%
Comparte930,000
Precio$233.00
Valor$216,690,000
Precio Actual$236.85
Precio reportado1.65%
52 Week Low$163.48
52 Week High$260.10
StockJ - Jacobs Solutions Inc.
% de la cartera2.93
Actividad recienteReduce 5.35%
Comparte1,650,000
Precio$130.90
Valor$215,985,000
Precio Actual$132.35
Precio reportado1.11%
52 Week Low$107.04
52 Week High$150.54
StockCNK - Cinemark Holdings Inc.
% de la cartera2.64
Actividad reciente—
Comparte7,000,000
Precio$27.84
Valor$194,880,000
Precio Actual$30.16
Precio reportado8.33%
52 Week Low$13.19
52 Week High$36.28
StockFERG - Ferguson Enterprises Inc.
% de la cartera2.60
Actividad reciente—
Comparte965,000
Precio$198.57
Valor$191,620,000
Precio Actual$169.75
Precio reportado-14.51%
52 Week Low$169.64
52 Week High$222.16
StockCRH - CRH plc
% de la cartera2.58
Actividad recienteAdd 215.38%
Comparte2,050,000
Precio$92.74
Valor$190,117,000
Precio Actual$91.78
Precio reportado-1.04%
52 Week Low$65.36
52 Week High$104.23
StockROP - Roper Technologies Inc.
% de la cartera1.81
Actividad reciente—
Comparte240,000
Precio$556.44
Valor$133,546,000
Precio Actual$502.71
Precio reportado-9.66%
52 Week Low$502.10
52 Week High$579.15
StockFLUT - Flutter Entertainment Plc
% de la cartera1.64
Actividad recienteBuy
Comparte510,000
Precio$237.28
Valor$121,013,000
Precio Actual$254.00
Precio reportado7.05%
52 Week Low$158.43
52 Week High$284.79
StockAPO - Apollo Global Management
% de la cartera1.61
Actividad recienteReduce 5.00%
Comparte950,000
Precio$124.91
Valor$118,665,000
Precio Actual$155.39
Precio reportado24.40%
52 Week Low$92.81
52 Week High$189.49
StockLPLA - LPL Financial Holdings Inc.
% de la cartera1.53
Actividad recienteBuy
Comparte485,000
Precio$232.63
Valor$112,826,000
Precio Actual$330.41
Precio reportado42.03%
52 Week Low$186.73
52 Week High$344.86
StockCRS - Carpenter Technology
% de la cartera1.43
Actividad recienteBuy
Comparte660,000
Precio$159.58
Valor$105,323,000
Precio Actual$185.96
Precio reportado16.53%
52 Week Low$58.56
52 Week High$198.24
StockTSLA - Tesla Inc.
% de la cartera1.42
Actividad recienteBuy
Comparte400,000
Precio$261.63
Valor$104,652,000
Precio Actual$394.74
Precio reportado50.88%
52 Week Low$138.80
52 Week High$488.54
StockAPH - Amphenol Corp.
% de la cartera1.41
Actividad recienteReduce 42.86%
Comparte1,600,000
Precio$65.16
Valor$104,256,000
Precio Actual$70.20
Precio reportado7.73%
52 Week Low$46.98
52 Week High$75.61
StockCVS - CVS Health Corp.
% de la cartera1.34
Actividad recienteBuy
Comparte1,575,000
Precio$62.88
Valor$99,036,000
Precio Actual$48.01
Precio reportado-23.65%
52 Week Low$43.56
52 Week High$78.21
StockHES - Hess Corp.
% de la cartera1.15
Actividad reciente—
Comparte625,000
Precio$135.80
Valor$84,875,000
Precio Actual$142.41
Precio reportado4.87%
52 Week Low$122.87
52 Week High$162.26
StockANSS - ANSYS Inc.
% de la cartera1.10
Actividad recienteBuy
Comparte255,000
Precio$318.63
Valor$81,251,000
Precio Actual$337.81
Precio reportado6.02%
52 Week Low$289.82
52 Week High$363.03
StockEQT - EQT Corp.
% de la cartera0.97
Actividad reciente—
Comparte1,950,000
Precio$36.64
Valor$71,448,000
Precio Actual$49.00
Precio reportado33.73%
52 Week Low$29.74
52 Week High$50.03
StockTDS - Telephone & Data Systems
% de la cartera0.91
Actividad recienteAdd 26.87%
Comparte2,875,000
Precio$23.25
Valor$66,844,000
Precio Actual$32.99
Precio reportado41.89%
52 Week Low$13.46
52 Week High$35.35
StockGB - Global Blue Group Holding AG
% de la cartera0.62
Actividad reciente—
Comparte8,387,601
Precio$5.47
Valor$45,880,000
Precio Actual$7.45
Precio reportado36.20%
52 Week Low$4.10
52 Week High$8.00
StockUSM - United States Cellular Corp.
% de la cartera0.40
Actividad reciente—
Comparte545,344
Precio$54.65
Valor$29,803,000
Precio Actual$60.86
Precio reportado11.36%
52 Week Low$32.01
52 Week High$68.31
StockHE - Hawaiian Electric Industries
% de la cartera0.20
Actividad recienteBuy
Comparte1,535,000
Precio$9.68
Valor$14,859,000
Precio Actual$8.18
Precio reportado-15.50%
52 Week Low$7.61
52 Week High$18.19
StockHTZWW - Hertz Global Hldgs Inc. WTS
% de la cartera0.12
Actividad reciente—
Comparte3,970,000
Precio$2.19
Valor$8,694,000
Precio Actual$2.13
Precio reportado-2.74%
52 Week Low$1.77
52 Week High$5.50
StockAUR - Aurora Innovation Inc.
% de la cartera0.08
Actividad reciente—
Comparte1,032,463
Precio$5.92
Valor$6,112,000
Precio Actual$6.99
Precio reportado18.07%
52 Week Low$2.10
52 Week High$9.83
StockFLYX - Flyexclusive Inc
% de la cartera0.04
Actividad reciente—
Comparte1,022,000
Precio$2.98
Valor$3,046,000
Precio Actual$2.94
Precio reportado-1.34%
52 Week Low$1.79
52 Week High$24.21
StockAUROW - Aurora Innovation Inc. WTS
% de la cartera0.02
Actividad reciente—
Comparte1,835,000
Precio$0.83
Valor$1,521,000
Precio Actual$1.41
Precio reportado69.88%
52 Week Low$0.15
52 Week High$2.73
StockCCO - Clear Channel Outdoor Holdings
% de la cartera0.02
Actividad recienteBuy
Comparte850,000
Precio$1.60
Valor$1,360,000
Precio Actual$1.43
Precio reportado-10.63%
52 Week Low$1.29
52 Week High$2.06
StockNPWR.WS - Rice Acquisition Corp Ii WTS
% de la cartera0.01
Actividad reciente—
Comparte500,000
Precio$1.16
Valor$580,000
Precio Actual—
Precio reportado—
52 Week Low—
52 Week High—
StockFLYX.WS - Eg Acquisition Corp A WTS28
% de la cartera0.00
Actividad reciente—
Comparte367,499
Precio$0.32
Valor$118,000
Precio Actual—
Precio reportado—
52 Week Low—
52 Week High—
StockGB.WS - Global Blue Group Holding AG WTS
% de la cartera0.00
Actividad reciente—
Comparte1,333,333
Precio$0.08
Valor$112,000
Precio Actual—
Precio reportado—
52 Week Low—
52 Week High—
StockJWSN.WS - Jaws Mustang Acquisition WTS 013026
% de la cartera0.00
Actividad reciente—
Comparte1,000,000
Precio$0.02
Valor$23,000
Precio Actual—
Precio reportado—
52 Week Low—
52 Week High—
StockTMO - Thermo Fisher Scientific
% de la cartera2.48
Actividad recienteBuy
Comparte350,000
Precio$520.23
Valor$182,081,000
Precio Actual$531.85
Precio reportado2.23%
52 Week Low$492.93
52 Week High$627.02
StockCOF - Capital One Financial
% de la cartera2.25
Actividad recienteBuy
Comparte925,000
Precio$178.32
Valor$164,946,000
Precio Actual$202.16
Precio reportado13.37%
52 Week Low$127.24
52 Week High$208.63
StockFTV - Fortive Corp.
% de la cartera1.94
Actividad recienteBuy
Comparte1,900,000
Precio$75.00
Valor$142,500,000
Precio Actual$80.60
Precio reportado7.47%
52 Week Low$66.01
52 Week High$86.82
StockWDAY - Workday Inc.
% de la cartera1.76
Actividad recienteBuy
Comparte500,000
Precio$258.03
Valor$129,015,000
Precio Actual$258.05
Precio reportado0.01%
52 Week Low$199.81
52 Week High$311.28
StockDFS - Discover Financial Services
% de la cartera1.51
Actividad recienteBuy
Comparte640,000
Precio$173.23
Valor$110,867,000
Precio Actual$195.97
Precio reportado13.13%
52 Week Low$107.27
52 Week High$205.76
StockPRMB - Primo Brands Corp
% de la cartera1.01
Actividad recienteBuy
Comparte2,400,000
Precio$30.77
Valor$73,848,000
Precio Actual$33.17
Precio reportado7.80%
52 Week Low$24.33
52 Week High$34.14
StockSDRL - Seadrill Ltd
% de la cartera0.54
Actividad recienteBuy
Comparte1,025,000
Precio$38.93
Valor$39,903,000
Precio Actual$31.14
Precio reportado-20.01%
52 Week Low$31.04
52 Week High$56.46
StockMCG-OLD - Membership Collective Grp Inc.
% de la cartera0.24
Actividad recienteBuy
Comparte2,352,076
Precio$7.45
Valor$17,523,000
Precio Actual$4.82
Precio reportado-35.30%
52 Week Low$3.14
52 Week High$14.00
StockKVUE - Kenvue Inc
% de la cartera3.40
Actividad recienteBuy
Comparte8,900,000
Precio$23.98
Valor$213,422,000
Precio Actual$24.18
Precio reportado0.83%
52 Week Low$17.03
52 Week High$24.95
StockNVDA - NVIDIA Corp.
% de la cartera2.50
Actividad recienteBuy
Comparte1,450,000
Precio$108.38
Valor$157,151,000
Precio Actual$135.40
Precio reportado24.93%
52 Week Low$86.62
52 Week High$153.12
StockCSGP - CoStar Group Inc.
% de la cartera2.49
Actividad recienteBuy
Comparte1,975,000
Precio$79.23
Valor$156,479,000
Precio Actual$76.99
Precio reportado-2.83%
52 Week Low$68.26
52 Week High$88.13
StockX - United States Steel Corp.
% de la cartera2.44
Actividad recienteBuy
Comparte3,625,000
Precio$42.26
Valor$153,193,000
Precio Actual$40.35
Precio reportado-4.52%
52 Week Low$26.82
52 Week High$46.13
StockCASY - Casey's Gen'l Stores
% de la cartera2.07
Actividad recienteBuy
Comparte300,000
Precio$434.04
Valor$130,212,000
Precio Actual$456.15
Precio reportado5.09%
52 Week Low$312.38
52 Week High$474.97
StockTLN - Talen Energy Corp
% de la cartera1.86
Actividad recienteBuy
Comparte585,000
Precio$199.67
Valor$116,807,000
Precio Actual$244.86
Precio reportado22.63%
52 Week Low$98.50
52 Week High$258.03
StockT - AT&T Inc.
% de la cartera1.68
Actividad recienteBuy
Comparte3,775,000
Precio$27.98
Valor$105,638,000
Precio Actual$27.72
Precio reportado-0.93%
52 Week Low$16.26
52 Week High$28.73
StockRBA - Ritchie Bros. Auctioneers Inc.
% de la cartera1.52
Actividad recienteBuy
Comparte950,000
Precio$100.30
Valor$95,285,000
Precio Actual$108.19
Precio reportado7.87%
52 Week Low$69.62
52 Week High$108.30
StockSN - Sharkninja Inc
% de la cartera0.73
Actividad recienteBuy
Comparte550,000
Precio$83.41
Valor$45,876,000
Precio Actual$102.08
Precio reportado22.38%
52 Week Low$60.50
52 Week High$123.00
StockPINS - Pinterest Inc.
% de la cartera0.49
Actividad recienteBuy
Comparte1,000,000
Precio$31.00
Valor$31,000,000
Precio Actual$32.57
Precio reportado5.06%
52 Week Low$23.68
52 Week High$45.19
StockDFS-OLD - Discover Financial Services
% de la cartera2.01
Actividad recienteAdd 15.63%
Comparte740,000
Precio$170.70
Valor$126,318,000
Precio Actual$200.05
Precio reportado17.19%
52 Week Low$118.43
52 Week High$207.42
StockX-OLD - United States Steel Corp.
% de la cartera2.44
Actividad recienteBuy
Comparte3,625,000
Precio$42.26
Valor$153,193,000
Precio Actual$54.95
Precio reportado30.03%
52 Week Low$26.82
52 Week High$54.95
StockHES-OLD - Hess Corp.
% de la cartera1.59
Actividad reciente—
Comparte625,000
Precio$159.73
Valor$99,831,000
Precio Actual$160.24
Precio reportado0.32%
52 Week Low$122.02
52 Week High$161.12
StockCOOP - Mr. Cooper Group Inc.
% de la cartera1.83
Actividad recienteBuy
Comparte925,000
Precio$149.21
Valor$138,019,000
Precio Actual$193.60
Precio reportado29.75%
52 Week Low$84.15
52 Week High$203.42
StockFIX - Comfort Systems USA Inc.
% de la cartera1.32
Actividad recienteBuy
Comparte185,000
Precio$536.21
Valor$99,199,000
Precio Actual$689.86
Precio reportado28.65%
52 Week Low$275.97
52 Week High$733.25
StockRKT - Rocket Companies Inc.
% de la cartera0.89
Actividad recienteBuy
Comparte4,750,000
Precio$14.18
Valor$67,355,000
Precio Actual$18.72
Precio reportado32.02%
52 Week Low$9.52
52 Week High$20.23
StockFLS - Flowserve Corp.
% de la cartera0.83
Actividad recienteBuy
Comparte1,195,000
Precio$52.35
Valor$62,558,000
Precio Actual$53.01
Precio reportado1.26%
52 Week Low$37.19
52 Week High$64.54
StockDOCU - DocuSign Inc.
% de la cartera0.65
Actividad recienteBuy
Comparte625,000
Precio$77.89
Valor$48,681,000
Precio Actual$69.00
Precio reportado-11.41%
52 Week Low$54.32
52 Week High$107.86
StockGTLS - Chart Industries Inc.
% de la cartera0.47
Actividad recienteBuy
Comparte215,000
Precio$164.65
Valor$35,400,000
Precio Actual$198.59
Precio reportado20.61%
52 Week Low$101.60
52 Week High$220.03
StockSE - Sea Ltd
% de la cartera0.11
Actividad recienteBuy
Comparte50,000
Precio$159.94
Valor$7,997,000
Precio Actual$174.01
Precio reportado8.80%
52 Week Low$75.67
52 Week High$181.76
StockRAL - Ralliant Corp.
% de la cartera0.08
Actividad recienteBuy
Comparte125,003
Precio$48.49
Valor$6,061,000
Precio Actual$43.59
Precio reportado-10.11%
52 Week Low$42.00
52 Week High$55.08
StockSABR - Sabre Corp.
% de la cartera0.03
Actividad recienteBuy
Comparte750,000
Precio$3.16
Valor$2,370,000
Precio Actual$1.83
Precio reportado-42.09%
52 Week Low$1.73
52 Week High$4.63
StockCTEV - Claritev Corp.
% de la cartera0.02
Actividad recienteBuy
Comparte30,000
Precio$45.13
Valor$1,354,000
Precio Actual$67.81
Precio reportado50.25%
52 Week Low$4.80
52 Week High$71.00
StockTTAN - Servicetitan Inc A
% de la cartera0.02
Actividad recienteBuy
Comparte15,000
Precio$107.20
Valor$1,608,000
Precio Actual$101.62
Precio reportado-5.21%
52 Week Low$79.81
52 Week High$131.33
StockARDT - Ardent Health Inc
% de la cartera0.01
Actividad recienteBuy
Comparte75,000
Precio$13.67
Valor$1,025,000
Precio Actual$12.49
Precio reportado-8.63%
52 Week Low$10.10
52 Week High$20.72
StockASIC - Ategrity Specialty Holdings
% de la cartera0.01
Actividad recienteBuy
Comparte50,000
Precio$21.52
Valor$1,076,000
Precio Actual$21.85
Precio reportado1.53%
52 Week Low$18.50
52 Week High$25.30
StockCOOP-OLD - Mr. Cooper Group Inc.
% de la cartera1.83
Actividad recienteBuy
Comparte925,000
Precio$149.21
Valor$138,019,000
Precio Actual$210.79
Precio reportado41.27%
52 Week Low$83.88
52 Week High$232.52
StockNSC - Norfolk Southern Corp.
% de la cartera5.97
Actividad recienteBuy
Comparte1,650,000
Precio$300.41
Valor$495,677,000
Precio Actual$283.98
Precio reportado-5.47%
52 Week Low$198.48
52 Week High$300.79
StockSGI - Somnigroup International Inc.
% de la cartera3.05
Actividad recienteBuy
Comparte3,000,000
Precio$84.33
Valor$252,990,000
Precio Actual$88.34
Precio reportado4.76%
52 Week Low$52.24
52 Week High$94.01
StockUNP - Union Pacific
% de la cartera2.49
Actividad recienteBuy
Comparte875,000
Precio$236.37
Valor$206,824,000
Precio Actual$223.02
Precio reportado-5.65%
52 Week Low$202.16
52 Week High$252.32
StockMTZ - MasTec Inc.
% de la cartera1.86
Actividad recienteBuy
Comparte725,000
Precio$212.81
Valor$154,287,000
Precio Actual$192.22
Precio reportado-9.68%
52 Week Low$99.70
52 Week High$224.03
StockFND - Floor & Decor Holdings
% de la cartera1.18
Actividad recienteBuy
Comparte1,330,000
Precio$73.70
Valor$98,021,000
Precio Actual$60.02
Precio reportado-18.56%
52 Week Low$58.01
52 Week High$122.90
StockCORZ - Core Scientific Inc
% de la cartera0.65
Actividad recienteBuy
Comparte3,000,000
Precio$17.94
Valor$53,820,000
Precio Actual$14.93
Precio reportado-16.78%
52 Week Low$6.20
52 Week High$23.63
StockSRTA - Strata Critical Medical Inc.
% de la cartera0.30
Actividad recienteBuy
Comparte5,000,000
Precio$5.06
Valor$25,300,000
Precio Actual$4.79
Precio reportado-5.34%
52 Week Low$2.35
52 Week High$6.02
StockBHC - Bausch Health
% de la cartera0.01
Actividad recienteBuy
Comparte100,000
Precio$6.45
Valor$645,000
Precio Actual$6.28
Precio reportado-2.64%
52 Week Low$4.25
52 Week High$8.73
StockCYH - Community Health Systems
% de la cartera0.01
Actividad recienteBuy
Comparte150,000
Precio$3.21
Valor$482,000
Precio Actual$3.26
Precio reportado1.56%
52 Week Low$2.24
52 Week High$4.47
StockCMG - Chipotle Mexican Grill Inc.
% de la cartera2.41
Actividad recienteBuy
Comparte4,725,000
Precio$37.00
Valor$174,825,000
Precio Actual$37.88
Precio reportado2.38%
52 Week Low$29.75
52 Week High$58.42
StockCEG - Constellation Energy Corp.
% de la cartera2.31
Actividad recienteBuy
Comparte475,000
Precio$353.27
Valor$167,803,000
Precio Actual$303.01
Precio reportado-14.23%
52 Week Low$160.75
52 Week High$412.23
StockBABA - Alibaba Group Holdings
% de la cartera1.67
Actividad recienteBuy
Comparte825,000
Precio$146.58
Valor$120,929,000
Precio Actual$155.43
Precio reportado6.04%
52 Week Low$94.15
52 Week High$192.67
StockAPG - APi Group Corp.
% de la cartera1.58
Actividad recienteBuy
Comparte3,000,000
Precio$38.26
Valor$114,780,000
Precio Actual$44.43
Precio reportado16.13%
52 Week Low$20.50
52 Week High$46.11
StockSPOT - Spotify Technology S.A.
% de la cartera0.80
Actividad recienteBuy
Comparte100,000
Precio$580.71
Valor$58,071,000
Precio Actual$462.82
Precio reportado-20.30%
52 Week Low$405.00
52 Week High$785.00
StockPGR - Progressive Corp.
% de la cartera0.69
Actividad recienteBuy
Comparte220,000
Precio$227.72
Valor$50,098,000
Precio Actual$207.90
Precio reportado-8.70%
52 Week Low$187.97
52 Week High$275.18
StockWIX - Wix.com Ltd.
% de la cartera0.32
Actividad recienteBuy
Comparte225,000
Precio$103.89
Valor$23,375,000
Precio Actual$68.07
Precio reportado-34.48%
52 Week Low$66.20
52 Week High$239.73
StockCSX - CSX Corp.
% de la cartera0.25
Actividad recienteBuy
Comparte500,000
Precio$36.25
Valor$18,125,000
Precio Actual$41.03
Precio reportado13.19%
52 Week Low$25.91
52 Week High$41.79
StockSPRY - Ars Pharmaceuticals Inc
% de la cartera0.09
Actividad recienteBuy
Comparte556,237
Precio$11.65
Valor$6,480,000
Precio Actual$9.38
Precio reportado-19.48%
52 Week Low$6.66
52 Week High$18.90
StockGOOGL - Alphabet Inc.
% de la cartera2.42
Actividad recienteBuy
Comparte175,000
Precio$287.56
Valor$50,323,000
Precio Actual$396.78
Precio reportado37.98%
52 Week Low$161.64
52 Week High$403.70
StockGLD - SPDR Gold Trust
% de la cartera1.96
Actividad recienteBuy
Comparte95,000
Precio$430.29
Valor$40,878,000
Precio Actual$417.29
Precio reportado-3.02%
52 Week Low$291.78
52 Week High$509.70
StockHUT - Hut 8 Corp
% de la cartera1.96
Actividad recienteBuy
Comparte869,563
Precio$46.91
Valor$40,791,000
Precio Actual$102.47
Precio reportado118.44%
52 Week Low$14.74
52 Week High$112.26
StockTDG - TransDigm Group Inc.
% de la cartera1.39
Actividad recienteBuy
Comparte25,000
Precio$1158.96
Valor$28,974,000
Precio Actual$1148.97
Precio reportado-0.86%
52 Week Low$1123.61
52 Week High$1519.35
StockKLAC - KLA Corp.
% de la cartera0.78
Actividad recienteBuy
Comparte11,000
Precio$1472.45
Valor$16,197,000
Precio Actual$1804.32
Precio reportado22.54%
52 Week Low$736.64
52 Week High$1939.36
StockLRCX - Lam Research
% de la cartera0.77
Actividad recienteBuy
Comparte75,000
Precio$213.67
Valor$16,025,000
Precio Actual$284.72
Precio reportado33.25%
52 Week Low$78.91
52 Week High$302.00
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
PCG - PG&E Corp.
13.35
Reduce 7.44%
49,750,000
$19.77
$983,558,000
$17.17
-13.15%
$15.89
$21.69
AMZN - Amazon.com Inc.
9.35
Reduce 27.45%
3,700,000
$186.33
$689,421,000
$218.94
17.50%
$149.91
$233.00
DHR - Danaher Corp.
7.36
Reduce 4.88%
1,950,000
$278.02
$542,139,000
$235.07
-15.45%
$221.57
$281.10
VST - Vistra Corp.
5.11
Reduce 28.97%
3,175,000
$118.54
$376,365,000
$166.73
40.65%
$37.70
$169.19
BBWI - Bath & Body Works Inc.
5.10
Reduce 1.59%
11,785,000
$31.92
$376,177,000
$36.41
14.07%
$26.03
$52.11
MSFT - Microsoft Corp.
5.08
Reduce 44.94%
870,000
$430.30
$374,361,000
$418.95
-2.64%
$377.56
$466.57
ICE - Intercontinental Exchange Inc.
4.54
Add 108.50%
2,085,000
$160.64
$334,934,000
$142.80
-11.11%
$123.12
$167.50
META - Meta Platforms Inc.
4.23
Reduce 50.45%
545,000
$572.44
$311,980,000
$615.86
7.59%
$357.25
$637.89
TSM - Taiwan Semiconductor S.A.
4.19
Reduce 12.10%
1,780,000
$173.67
$309,133,000
$208.37
19.98%
$98.20
$222.20
LYV - Live Nation Inc.
3.48
Add 71.43%
2,340,000
$109.49
$256,207,000
$128.51
17.37%
$86.67
$141.18
BN - Brookfield Corp.
3.41
Buy
4,725,000
$53.15
$251,134,000
$54.91
3.31%
$37.53
$62.35
CPAY - Corpay Inc.
3.25
—
765,000
$312.76
$239,261,000
$348.39
11.39%
$247.10
$385.30
AAPL - Apple Inc.
2.94
Reduce 52.31%
930,000
$233.00
$216,690,000
$236.85
1.65%
$163.48
$260.10
J - Jacobs Solutions Inc.
2.93
Reduce 5.35%
1,650,000
$130.90
$215,985,000
$132.35
1.11%
$107.04
$150.54
CNK - Cinemark Holdings Inc.
2.64
—
7,000,000
$27.84
$194,880,000
$30.16
8.33%
$13.19
$36.28
FERG - Ferguson Enterprises Inc.
2.60
—
965,000
$198.57
$191,620,000
$169.75
-14.51%
$169.64
$222.16
CRH - CRH plc
2.58
Add 215.38%
2,050,000
$92.74
$190,117,000
$91.78
-1.04%
$65.36
$104.23
ROP - Roper Technologies Inc.
1.81
—
240,000
$556.44
$133,546,000
$502.71
-9.66%
$502.10
$579.15
FLUT - Flutter Entertainment Plc
1.64
Buy
510,000
$237.28
$121,013,000
$254.00
7.05%
$158.43
$284.79
APO - Apollo Global Management
1.61
Reduce 5.00%
950,000
$124.91
$118,665,000
$155.39
24.40%
$92.81
$189.49
LPLA - LPL Financial Holdings Inc.
1.53
Buy
485,000
$232.63
$112,826,000
$330.41
42.03%
$186.73
$344.86
CRS - Carpenter Technology
1.43
Buy
660,000
$159.58
$105,323,000
$185.96
16.53%
$58.56
$198.24
TSLA - Tesla Inc.
1.42
Buy
400,000
$261.63
$104,652,000
$394.74
50.88%
$138.80
$488.54
APH - Amphenol Corp.
1.41
Reduce 42.86%
1,600,000
$65.16
$104,256,000
$70.20
7.73%
$46.98
$75.61
CVS - CVS Health Corp.
1.34
Buy
1,575,000
$62.88
$99,036,000
$48.01
-23.65%
$43.56
$78.21
HES - Hess Corp.
1.15
—
625,000
$135.80
$84,875,000
$142.41
4.87%
$122.87
$162.26
ANSS - ANSYS Inc.
1.10
Buy
255,000
$318.63
$81,251,000
$337.81
6.02%
$289.82
$363.03
EQT - EQT Corp.
0.97
—
1,950,000
$36.64
$71,448,000
$49.00
33.73%
$29.74
$50.03
TDS - Telephone & Data Systems
0.91
Add 26.87%
2,875,000
$23.25
$66,844,000
$32.99
41.89%
$13.46
$35.35
GB - Global Blue Group Holding AG
0.62
—
8,387,601
$5.47
$45,880,000
$7.45
36.20%
$4.10
$8.00
USM - United States Cellular Corp.
0.40
—
545,344
$54.65
$29,803,000
$60.86
11.36%
$32.01
$68.31
HE - Hawaiian Electric Industries
0.20
Buy
1,535,000
$9.68
$14,859,000
$8.18
-15.50%
$7.61
$18.19
HTZWW - Hertz Global Hldgs Inc. WTS
0.12
—
3,970,000
$2.19
$8,694,000
$2.13
-2.74%
$1.77
$5.50
AUR - Aurora Innovation Inc.
0.08
—
1,032,463
$5.92
$6,112,000
$6.99
18.07%
$2.10
$9.83
FLYX - Flyexclusive Inc
0.04
—
1,022,000
$2.98
$3,046,000
$2.94
-1.34%
$1.79
$24.21
AUROW - Aurora Innovation Inc. WTS
0.02
—
1,835,000
$0.83
$1,521,000
$1.41
69.88%
$0.15
$2.73
CCO - Clear Channel Outdoor Holdings
0.02
Buy
850,000
$1.60
$1,360,000
$1.43
-10.63%
$1.29
$2.06
NPWR.WS - Rice Acquisition Corp Ii WTS
0.01
—
500,000
$1.16
$580,000
—
—
—
—
FLYX.WS - Eg Acquisition Corp A WTS28
0.00
—
367,499
$0.32
$118,000
—
—
—
—
GB.WS - Global Blue Group Holding AG WTS
0.00
—
1,333,333
$0.08
$112,000
—
—
—
—
JWSN.WS - Jaws Mustang Acquisition WTS 013026
0.00
—
1,000,000
$0.02
$23,000
—
—
—
—
TMO - Thermo Fisher Scientific
2.48
Buy
350,000
$520.23
$182,081,000
$531.85
2.23%
$492.93
$627.02
COF - Capital One Financial
2.25
Buy
925,000
$178.32
$164,946,000
$202.16
13.37%
$127.24
$208.63
FTV - Fortive Corp.
1.94
Buy
1,900,000
$75.00
$142,500,000
$80.60
7.47%
$66.01
$86.82
WDAY - Workday Inc.
1.76
Buy
500,000
$258.03
$129,015,000
$258.05
0.01%
$199.81
$311.28
DFS - Discover Financial Services
1.51
Buy
640,000
$173.23
$110,867,000
$195.97
13.13%
$107.27
$205.76
PRMB - Primo Brands Corp
1.01
Buy
2,400,000
$30.77
$73,848,000
$33.17
7.80%
$24.33
$34.14
SDRL - Seadrill Ltd
0.54
Buy
1,025,000
$38.93
$39,903,000
$31.14
-20.01%
$31.04
$56.46
MCG-OLD - Membership Collective Grp Inc.
0.24
Buy
2,352,076
$7.45
$17,523,000
$4.82
-35.30%
$3.14
$14.00
KVUE - Kenvue Inc
3.40
Buy
8,900,000
$23.98
$213,422,000
$24.18
0.83%
$17.03
$24.95
NVDA - NVIDIA Corp.
2.50
Buy
1,450,000
$108.38
$157,151,000
$135.40
24.93%
$86.62
$153.12
CSGP - CoStar Group Inc.
2.49
Buy
1,975,000
$79.23
$156,479,000
$76.99
-2.83%
$68.26
$88.13
X - United States Steel Corp.
2.44
Buy
3,625,000
$42.26
$153,193,000
$40.35
-4.52%
$26.82
$46.13
CASY - Casey's Gen'l Stores
2.07
Buy
300,000
$434.04
$130,212,000
$456.15
5.09%
$312.38
$474.97
TLN - Talen Energy Corp
1.86
Buy
585,000
$199.67
$116,807,000
$244.86
22.63%
$98.50
$258.03
T - AT&T Inc.
1.68
Buy
3,775,000
$27.98
$105,638,000
$27.72
-0.93%
$16.26
$28.73
RBA - Ritchie Bros. Auctioneers Inc.
1.52
Buy
950,000
$100.30
$95,285,000
$108.19
7.87%
$69.62
$108.30
SN - Sharkninja Inc
0.73
Buy
550,000
$83.41
$45,876,000
$102.08
22.38%
$60.50
$123.00
PINS - Pinterest Inc.
0.49
Buy
1,000,000
$31.00
$31,000,000
$32.57
5.06%
$23.68
$45.19
DFS-OLD - Discover Financial Services
2.01
Add 15.63%
740,000
$170.70
$126,318,000
$200.05
17.19%
$118.43
$207.42
X-OLD - United States Steel Corp.
2.44
Buy
3,625,000
$42.26
$153,193,000
$54.95
30.03%
$26.82
$54.95
HES-OLD - Hess Corp.
1.59
—
625,000
$159.73
$99,831,000
$160.24
0.32%
$122.02
$161.12
COOP - Mr. Cooper Group Inc.
1.83
Buy
925,000
$149.21
$138,019,000
$193.60
29.75%
$84.15
$203.42
FIX - Comfort Systems USA Inc.
1.32
Buy
185,000
$536.21
$99,199,000
$689.86
28.65%
$275.97
$733.25
RKT - Rocket Companies Inc.
0.89
Buy
4,750,000
$14.18
$67,355,000
$18.72
32.02%
$9.52
$20.23
FLS - Flowserve Corp.
0.83
Buy
1,195,000
$52.35
$62,558,000
$53.01
1.26%
$37.19
$64.54
DOCU - DocuSign Inc.
0.65
Buy
625,000
$77.89
$48,681,000
$69.00
-11.41%
$54.32
$107.86
GTLS - Chart Industries Inc.
0.47
Buy
215,000
$164.65
$35,400,000
$198.59
20.61%
$101.60
$220.03
SE - Sea Ltd
0.11
Buy
50,000
$159.94
$7,997,000
$174.01
8.80%
$75.67
$181.76
RAL - Ralliant Corp.
0.08
Buy
125,003
$48.49
$6,061,000
$43.59
-10.11%
$42.00
$55.08
SABR - Sabre Corp.
0.03
Buy
750,000
$3.16
$2,370,000
$1.83
-42.09%
$1.73
$4.63
CTEV - Claritev Corp.
0.02
Buy
30,000
$45.13
$1,354,000
$67.81
50.25%
$4.80
$71.00
TTAN - Servicetitan Inc A
0.02
Buy
15,000
$107.20
$1,608,000
$101.62
-5.21%
$79.81
$131.33
ARDT - Ardent Health Inc
0.01
Buy
75,000
$13.67
$1,025,000
$12.49
-8.63%
$10.10
$20.72
ASIC - Ategrity Specialty Holdings
0.01
Buy
50,000
$21.52
$1,076,000
$21.85
1.53%
$18.50
$25.30
COOP-OLD - Mr. Cooper Group Inc.
1.83
Buy
925,000
$149.21
$138,019,000
$210.79
41.27%
$83.88
$232.52
NSC - Norfolk Southern Corp.
5.97
Buy
1,650,000
$300.41
$495,677,000
$283.98
-5.47%
$198.48
$300.79
SGI - Somnigroup International Inc.
3.05
Buy
3,000,000
$84.33
$252,990,000
$88.34
4.76%
$52.24
$94.01
UNP - Union Pacific
2.49
Buy
875,000
$236.37
$206,824,000
$223.02
-5.65%
$202.16
$252.32
MTZ - MasTec Inc.
1.86
Buy
725,000
$212.81
$154,287,000
$192.22
-9.68%
$99.70
$224.03
FND - Floor & Decor Holdings
1.18
Buy
1,330,000
$73.70
$98,021,000
$60.02
-18.56%
$58.01
$122.90
CORZ - Core Scientific Inc
0.65
Buy
3,000,000
$17.94
$53,820,000
$14.93
-16.78%
$6.20
$23.63
SRTA - Strata Critical Medical Inc.
0.30
Buy
5,000,000
$5.06
$25,300,000
$4.79
-5.34%
$2.35
$6.02
BHC - Bausch Health
0.01
Buy
100,000
$6.45
$645,000
$6.28
-2.64%
$4.25
$8.73
CYH - Community Health Systems
0.01
Buy
150,000
$3.21
$482,000
$3.26
1.56%
$2.24
$4.47
CMG - Chipotle Mexican Grill Inc.
2.41
Buy
4,725,000
$37.00
$174,825,000
$37.88
2.38%
$29.75
$58.42
CEG - Constellation Energy Corp.
2.31
Buy
475,000
$353.27
$167,803,000
$303.01
-14.23%
$160.75
$412.23
BABA - Alibaba Group Holdings
1.67
Buy
825,000
$146.58
$120,929,000
$155.43
6.04%
$94.15
$192.67
APG - APi Group Corp.
1.58
Buy
3,000,000
$38.26
$114,780,000
$44.43
16.13%
$20.50
$46.11
SPOT - Spotify Technology S.A.
0.80
Buy
100,000
$580.71
$58,071,000
$462.82
-20.30%
$405.00
$785.00
PGR - Progressive Corp.
0.69
Buy
220,000
$227.72
$50,098,000
$207.90
-8.70%
$187.97
$275.18
WIX - Wix.com Ltd.
0.32
Buy
225,000
$103.89
$23,375,000
$68.07
-34.48%
$66.20
$239.73
CSX - CSX Corp.
0.25
Buy
500,000
$36.25
$18,125,000
$41.03
13.19%
$25.91
$41.79
SPRY - Ars Pharmaceuticals Inc
0.09
Buy
556,237
$11.65
$6,480,000
$9.38
-19.48%
$6.66
$18.90
GOOGL - Alphabet Inc.
2.42
Buy
175,000
$287.56
$50,323,000
$396.78
37.98%
$161.64
$403.70
GLD - SPDR Gold Trust
1.96
Buy
95,000
$430.29
$40,878,000
$417.29
-3.02%
$291.78
$509.70
HUT - Hut 8 Corp
1.96
Buy
869,563
$46.91
$40,791,000
$102.47
118.44%
$14.74
$112.26
TDG - TransDigm Group Inc.
1.39
Buy
25,000
$1158.96
$28,974,000
$1148.97
-0.86%
$1123.61
$1519.35
KLAC - KLA Corp.
0.78
Buy
11,000
$1472.45
$16,197,000
$1804.32
22.54%
$736.64
$1939.36
LRCX - Lam Research
0.77
Buy
75,000
$213.67
$16,025,000
$284.72
33.25%
$78.91
$302.00