PointState Capital LP

All 13F Filings

Location
New York, NY
Most recent 13F
Q4 2025
Holdings value ($000)
6,791,290
Description
New York New York based planning integrated investment advisor with a partnership structure and a governance centered and selective investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for fiduciary household mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through portfolio adaptability governance and portfolio discipline.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/17/2026 59 6,791,290 13F-HR PointState Capital LP
Q3 2025 11/14/2025 57 6,698,460 13F-HR PointState Capital LP
Q2 2025 8/14/2025 53 6,558,891 13F-HR PointState Capital LP
Q1 2025 5/15/2025 47 6,900,259 13F-HR PointState Capital LP
Q4 2024 2/14/2025 50 5,485,679 13F-HR PointState Capital LP
Q3 2024 11/14/2024 53 5,511,415 13F-HR PointState Capital LP
Q2 2024 8/14/2024 64 4,601,320 13F-HR PointState Capital LP
Q1 2024 5/15/2024 61 5,843,725 13F-HR PointState Capital LP
Q4 2023 2/14/2024 57 4,133,150 13F-HR PointState Capital LP
Q3 2023 11/14/2023 58 5,857,001 13F-HR PointState Capital LP
Q2 2023 8/14/2023 54 4,188,453 13F-HR PointState Capital LP
Q1 2023 5/15/2023 49 2,959,082 13F-HR PointState Capital LP
Q4 2022 2/14/2023 46 3,284,744 13F-HR PointState Capital LP
Q3 2022 11/10/2022 47 4,139,649 13F-HR PointState Capital LP
Q2 2022 8/12/2022 57 4,024,398 13F-HR/A - RESTATEMENT PointState Capital LP
Q2 2022 8/12/2022 57 8,048,796 13F-HR PointState Capital LP
Q1 2022 5/13/2022 64 8,732,028 13F-HR PointState Capital LP
Q4 2021 2/11/2022 116 6,033,340 13F-HR PointState Capital LP
Q3 2021 11/15/2021 136 5,992,470 13F-HR PointState Capital LP
Q2 2021 8/13/2021 126 5,789,777 13F-HR PointState Capital LP
Q1 2021 5/14/2021 116 5,055,536 13F-HR PointState Capital LP
Q4 2020 2/16/2021 127 5,321,158 13F-HR PointState Capital LP
Q3 2020 11/16/2020 103 3,810,642 13F-HR PointState Capital LP
Q2 2020 8/14/2020 85 3,318,441 13F-HR PointState Capital LP
Q1 2020 5/15/2020 64 2,008,247 13F-HR PointState Capital LP
Q4 2019 2/14/2020 105 5,509,255 13F-HR PointState Capital LP
Q1 2014 5/15/2014 115 6,286,093 13F-HR PointState Capital LP
Q4 2013 2/14/2014 142 7,915,795 13F-HR PointState Capital LP
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 941.5 K (13.9% of total reported value) · QoQ Δ: -181.5 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 5.796 M 99.1% 230.2 K 0 230.2 K
ETFs 54.01 K 0.9% 54.01 K 0 54.01 K
Debt 185 0.0% 0 9.948 K -9.948 K
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Fund Snapshot

Q4 2025
Latest filed
2/17/2026
Total value ($000)
6,791,290
Holdings
59
QoQ value change ($000)
92,830 (1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.