Daniel Loeb - Third Point – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Daniel Loeb - Third Point during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| META | 90,000 | $572.13 | Buy | 100.00% | 2.48% | $51.49M | 2026 Q1 |
| GOOGL | 175,000 | $287.56 | Buy | 100.00% | 2.42% | $50.32M | 2026 Q1 |
| GLD | 95,000 | $430.29 | Buy | 100.00% | 1.97% | $40.88M | 2026 Q1 |
| HUT | 869,563 | $46.91 | Buy | 100.00% | 1.96% | $40.79M | 2026 Q1 |
| TDG | 25,000 | $1158.96 | Buy | 100.00% | 1.39% | $28.97M | 2026 Q1 |
| KLAC | 11,000 | $1472.45 | Buy | 100.00% | 0.78% | $16.2M | 2026 Q1 |
| LRCX | 75,000 | $213.67 | Buy | 100.00% | 0.77% | $16.03M | 2026 Q1 |
| ASML | 12,000 | $1320.83 | Buy | 100.00% | 0.76% | $15.85M | 2026 Q1 |
| AVGO | 50,000 | $309.52 | Buy | 100.00% | 0.74% | $15.48M | 2026 Q1 |
| SMH | 40,000 | $383.4 | Buy | 100.00% | 0.74% | $15.34M | 2026 Q1 |
| SPRY | 1,000,000 | $8.03 | Increased | 79.78% | 0.39% | $8.03M | 2026 Q1 |
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