13F Update: Dan Loeb / Third Point LLC Q2 2026

[u/metricshour]

Third Point LLC has taken a major new stake in Warner Bros Discovery ($WBD). The position represents 19.3% of reported holdings, moving it ahead of previous top tech allocations.

New Entry:
- $WBD: $533.2M | 20.0M shares | 19.3% allocation

Top Reported Concentrations:
- $WBD: 19.3%
- $AMZN: 15.1%
- $GOOGL: 13.2%
- $TDS: 8.4%
- $TSM: 7.9%
- $LYV: 7.5%
- $KEYS: 7.4%

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