Third Point discloses updated portfolio positions in 13F filing: New FPAC NXPI PYPL positions
Highlights from 2018 Q2 filing as compared to 2018 Q1 filing:
-
New positions in: FPAC (~15.69 mln shares),
NXPI (~10.75 mln),
PYPL (~10 mln),
CPB (~5.55 mln),
FPACU (~4 mln),
DE (~1.1 mln),
DVMT (~2 mln),
V (~1.7 mln),
EGN (~1.35 mln)
-
Increased positions in: MSFT (to ~2.25 mln shares from ~0.55 mln shares),
MPC (to ~3.1 mln from ~2 mln),
EA (to ~1.65 mln from ~1.25 mln),
ADBE (to ~0.7 mln from ~0.4 mln),
CRM (to ~0.63 mln from ~0.45 mln)
SHY (to ~0.04 mln from ~0.03 mln),
-
Maintained positions in: BAX (~36 mln shares),
DWDP (~14.3 mln shares),
UTX (~7.6 mln shares),
BID (~6.66 mln shares),
BABA (~4 mln shares),
NFLX (~2 mln shares)
-
Closed positions in: GRBK (from ~8.08 mln shares),
ICE (from ~5 mln),
PAGS (from ~4.55 mln),
NEXA (from ~2.16 mln),
GGAL (from ~1.79 mln),
SUPV (from ~1.47 mln),
BKI (from ~1.25 mln),
PBF (from ~1.25 mln),
PAM (from ~1.1 mln)
-
Decreased positions in: WP (to ~2.9 mln shares from ~4.1 mln shares),
FB (to ~3 mln from ~4 mln),
BLK (to ~0.65 mln from ~1.09 mln),
STZ (to ~2 mln from ~2.3 mln),
SPGI (to ~1.3 mln from ~1.5 mln)
Click here to read the full comment.Portfolio Ticker Matches: INSID
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