POINTSTATE CAPITAL LP

PrivateCIK: 1509842
Location

NEW YORK, NY

45
Positions
$7.90B
Total AUM (reported)
173.67M
Total Shares

Allocation by class

TOTAL AUM$7.90B45 positions
TR UNIT$3.32B42.0%
COM$1.54B19.5%
CL A$873.80M11.1%
SHS$531.21M6.7%
SPON ADR NEW$288.79M3.7%
RUSSELL 2000 ETF$272.80M3.5%
COMMON STOCK$224.98M2.8%

Portfolio Concentration

Top 350.4%4–1020.8%11–2522.8%Rest6.0%TOP 1071.2%0%100%
Top 3$3.98B50.4%
4–10$1.64B20.8%
11–25$1.80B22.8%
Rest$470.69M6.0%

Top 3 weight

50.4%

Top 10 weight

71.2%

Voting Authority Distribution

Total shares with voting rights: 173.67M

Sole

Full voting authority

173.67M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares5.10M
TypeSH
Market value$3.32B
42.00%
Sole
5.10M
Shared
0.00
None
0.00

PG&E CORP

SOLE
COM
Shares21.47M
TypeSH
Market value$377.18M
4.78%
Sole
21.47M
Shared
0.00
None
0.00

CEMEX SA EURO MTN BE 144A

SOLE
SPON ADR NEW
Shares25.24M
TypeSH
Market value$288.79M
3.66%
Sole
25.24M
Shared
0.00
None
0.00

DOORDASH INC

SOLE
CL A
Shares1.83M
TypeSH
Market value$274.77M
3.48%
Sole
1.83M
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares1.10M
TypeSH
Market value$272.80M
3.45%
Sole
1.10M
Shared
0.00
None
0.00

NVENT ELEC PLC

SOLE
SHS
Shares2.20M
TypeSH
Market value$259.81M
3.29%
Sole
2.20M
Shared
0.00
None
0.00

BLOCK INC

SOLE
CL A
Shares3.98M
TypeSH
Market value$239.38M
3.03%
Sole
3.98M
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI STH KOR ETF
Shares1.72M
TypeSH
Market value$211.65M
2.68%
Sole
1.72M
Shared
0.00
None
0.00

QNITY ELECTRONICS INC

SOLE
COMMON STOCK
Shares1.74M
TypeSH
Market value$200.52M
2.54%
Sole
1.74M
Shared
0.00
None
0.00

ARAMARK

SOLE
COM
Shares4.53M
TypeSH
Market value$183.74M
2.33%
Sole
4.53M
Shared
0.00
None
0.00

RUBRIK INC.

SOLE
CL A
Shares3.65M
TypeSH
Market value$178.56M
2.26%
Sole
3.65M
Shared
0.00
None
0.00

GRAB HOLDINGS LIMITED

SOLE
CLASS A ORD
Shares42.27M
TypeSH
Market value$154.72M
1.96%
Sole
42.27M
Shared
0.00
None
0.00

WABTEC

SOLE
COM
Shares600.66K
TypeSH
Market value$150.11M
1.90%
Sole
600.66K
Shared
0.00
None
0.00

NATERA INC

SOLE
COM
Shares739.88K
TypeSH
Market value$147.97M
1.87%
Sole
739.88K
Shared
0.00
None
0.00

FLUTTER ENTMT PLC

SOLE
SHS
Shares1.42M
TypeSH
Market value$144.42M
1.83%
Sole
1.42M
Shared
0.00
None
0.00

CARIS LIFE SCIENCES INC

SOLE
COM
Shares7.36M
TypeSH
Market value$131.60M
1.67%
Sole
7.36M
Shared
0.00
None
0.00

ENTEGRIS INC

SOLE
COM
Shares1.11M
TypeSH
Market value$130.38M
1.65%
Sole
1.11M
Shared
0.00
None
0.00

GOLAR LNG LTD

SOLE
SHS
Shares2.35M
TypeSH
Market value$126.99M
1.61%
Sole
2.35M
Shared
0.00
None
0.00

STUBHUB HLDGS INC

SOLE
CL A
Shares20.13M
TypeSH
Market value$125.59M
1.59%
Sole
20.13M
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares682.08K
TypeSH
Market value$124.43M
1.58%
Sole
682.08K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI BRAZIL ETF
Shares2.42M
TypeSH
Market value$93.02M
1.18%
Sole
2.42M
Shared
0.00
None
0.00

WAYSTAR HLDG CORP

SOLE
COM
Shares3.77M
TypeSH
Market value$90.84M
1.15%
Sole
3.77M
Shared
0.00
None
0.00

WESCO INTL INC

SOLE
COM
Shares295.11K
TypeSH
Market value$80.75M
1.02%
Sole
295.11K
Shared
0.00
None
0.00

GRUPO FINANCIERO GALICIA S.A

SOLE
SPONSORED ADR
Shares1.30M
TypeSH
Market value$60.57M
0.77%
Sole
1.30M
Shared
0.00
None
0.00

RAMBUS INC DEL

SOLE
COM
Shares701.31K
TypeSH
Market value$60.33M
0.76%
Sole
701.31K
Shared
0.00
None
0.00
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