PointState Capital LP Buys Meta Platforms Inc, Palo Alto Networks Inc, Uber Technologies Inc, Sells Analog Devices Inc, Wix.com, Microsoft Corp

New York, NY, based Investment company PointState Capital LP (Current Portfolio) buys Meta Platforms Inc, Palo Alto Networks Inc, Uber Technologies Inc, Booking Holdings Inc, Salesforce.com Inc, sells Analog Devices Inc, Wix.com, Microsoft Corp, Netflix Inc, Bill.com Holdings Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, PointState Capital LP. As of 2021Q3, PointState Capital LP owns 136 stocks with a total value of $6 billion. These are the details of the buys and sells.

For the details of PointState Capital LP's stock buys and sells, go to https://www.gurufocus.com/guru/pointstate+capital+lp/current-portfolio/portfolio

These are the top 5 holdings of PointState Capital LP
  1. Palo Alto Networks Inc (PANW) - 713,121 shares, 5.70% of the total portfolio. Shares added by 115.41%
  2. Meta Platforms Inc (FB) - 895,218 shares, 5.07% of the total portfolio. Shares added by 222.21%
  3. Amazon.com Inc (AMZN) - 84,172 shares, 4.61% of the total portfolio. Shares reduced by 1.69%
  4. Health Care Select Sector SPDR (XLV) - 2,100,000 shares, 4.46% of the total portfolio.
  5. Mastercard Inc (MA) - 700,000 shares, 4.06% of the total portfolio.
New Purchase: Booking Holdings Inc (BKNG)

PointState Capital LP initiated holding in Booking Holdings Inc. The purchase prices were between $2067.55 and $2491.35, with an estimated average price of $2243.82. The stock is now traded at around $2380.330000. The impact to a portfolio due to this purchase was 2.1%. The holding were 52,995 shares as of 2021-09-30.

New Purchase: Ingersoll Rand Inc (IR)

PointState Capital LP initiated holding in Ingersoll Rand Inc. The purchase prices were between $46.25 and $54.98, with an estimated average price of $50.89. The stock is now traded at around $60.320000. The impact to a portfolio due to this purchase was 1.41%. The holding were 1,674,203 shares as of 2021-09-30.

New Purchase: Activision Blizzard Inc (ATVI)

PointState Capital LP initiated holding in Activision Blizzard Inc. The purchase prices were between $72.81 and $94.4, with an estimated average price of $83.7. The stock is now traded at around $66.140000. The impact to a portfolio due to this purchase was 1.34%. The holding were 1,040,010 shares as of 2021-09-30.

New Purchase: Walmart Inc (WMT)

PointState Capital LP initiated holding in Walmart Inc. The purchase prices were between $139.32 and $151.45, with an estimated average price of $144.54. The stock is now traded at around $143.170000. The impact to a portfolio due to this purchase was 1.02%. The holding were 436,475 shares as of 2021-09-30.

New Purchase: Aptiv PLC (APTV)

PointState Capital LP initiated holding in Aptiv PLC. The purchase prices were between $142.3 and $169.76, with an estimated average price of $155.69. The stock is now traded at around $174.630000. The impact to a portfolio due to this purchase was 0.82%. The holding were 328,301 shares as of 2021-09-30.

New Purchase: Alcoa Corp (AA)

PointState Capital LP initiated holding in Alcoa Corp. The purchase prices were between $31.62 and $51.68, with an estimated average price of $42.26. The stock is now traded at around $48.200000. The impact to a portfolio due to this purchase was 0.81%. The holding were 986,595 shares as of 2021-09-30.

Added: Meta Platforms Inc (FB)

PointState Capital LP added to a holding in Meta Platforms Inc by 222.21%. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $342.960000. The impact to a portfolio due to this purchase was 3.5%. The holding were 895,218 shares as of 2021-09-30.

Added: Palo Alto Networks Inc (PANW)

PointState Capital LP added to a holding in Palo Alto Networks Inc by 115.41%. The purchase prices were between $362.36 and $490.47, with an estimated average price of $421.51. The stock is now traded at around $525.140000. The impact to a portfolio due to this purchase was 3.05%. The holding were 713,121 shares as of 2021-09-30.

Added: Uber Technologies Inc (UBER)

PointState Capital LP added to a holding in Uber Technologies Inc by 453.98%. The purchase prices were between $38.48 and $51.71, with an estimated average price of $43.76. The stock is now traded at around $45.760000. The impact to a portfolio due to this purchase was 2.4%. The holding were 3,914,037 shares as of 2021-09-30.

Added: Salesforce.com Inc (CRM)

PointState Capital LP added to a holding in Salesforce.com Inc by 159.94%. The purchase prices were between $237.55 and $285.63, with an estimated average price of $254.07. The stock is now traded at around $307.090000. The impact to a portfolio due to this purchase was 1.59%. The holding were 570,836 shares as of 2021-09-30.

Added: T-Mobile US Inc (TMUS)

PointState Capital LP added to a holding in T-Mobile US Inc by 146.64%. The purchase prices were between $124.9 and $149.41, with an estimated average price of $139.34. The stock is now traded at around $118.360000. The impact to a portfolio due to this purchase was 1.55%. The holding were 1,224,905 shares as of 2021-09-30.

Added: Wells Fargo & Co (WFC)

PointState Capital LP added to a holding in Wells Fargo & Co by 171.04%. The purchase prices were between $42.32 and $51.15, with an estimated average price of $46.23. The stock is now traded at around $50.390000. The impact to a portfolio due to this purchase was 1.55%. The holding were 3,169,745 shares as of 2021-09-30.

Sold Out: Analog Devices Inc (ADI)

PointState Capital LP sold out a holding in Analog Devices Inc. The sale prices were between $158.98 and $178.53, with an estimated average price of $167.71.

Sold Out: Wix.com Ltd (WIX)

PointState Capital LP sold out a holding in Wix.com Ltd. The sale prices were between $193.88 and $304.71, with an estimated average price of $248.11.

Sold Out: Applied Materials Inc (AMAT)

PointState Capital LP sold out a holding in Applied Materials Inc. The sale prices were between $127.2 and $144.09, with an estimated average price of $135.81.

Sold Out: Microchip Technology Inc (MCHP)

PointState Capital LP sold out a holding in Microchip Technology Inc. The sale prices were between $65.99 and $83.04, with an estimated average price of $75.02.

Sold Out: Lam Research Corp (LRCX)

PointState Capital LP sold out a holding in Lam Research Corp. The sale prices were between $565.97 and $649.78, with an estimated average price of $608.7.

Sold Out: Atlassian Corporation PLC (TEAM)

PointState Capital LP sold out a holding in Atlassian Corporation PLC. The sale prices were between $258.43 and $413.94, with an estimated average price of $333.64.



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