PointState Capital LP — 13F holdings

PointState Capital LP reported 51 holdings worth $7.82B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. META META PLATFORMS INC — $955M (12.2%)
2. PCG PG&E CORP — $871M (11.1%)
3. SMH VANECK ETF TRUST — $601M (7.7%)
4. AMZN AMAZON COM INC — $339M (4.3%)
5. DASH DOORDASH INC — $338M (4.3%)
6. GRAB GRAB HOLDINGS LIMITED — $320M (4.1%)
7. CX CEMEX SAB DE CV — $303M (3.9%)
8. DKNG DRAFTKINGS INC NEW — $303M (3.9%)
9. Q QNITY ELECTRONICS INC — $293M (3.8%)
10. RTX RTX CORPORATION — $283M (3.6%)