Bandingkan Manajer
Dua portofolio, satu peta — tumpang tindihnya, keyakinan bersama, dan apa yang dipegang masing-masing yang tidak dimiliki yang lain.
Third Point ⇄ Massachusetts Financial Services Co /Ma/
21Posisi bersama
2.1%Tumpang tindih nama (Jaccard)
15+Hanya Third Point
15+Hanya Massachusetts…
Kepemilikan bersama · Q2 2026
| Efek | Third Point bobot | Massachusetts… bobot |
|---|---|---|
| AMZN Amazon.com, Inc. | 9.0% | 2.8% |
| WBD Warner Bros. Discovery… | 11.5% | 0.0% |
| GOOGL Alphabet Inc. | 7.9% | 3.3% |
| TSM Taiwan Semiconductor… | 4.7% | 1.5% |
| RH Rh | 5.1% | 0.5% |
| LYV Live Nation… | 4.5% | 0.2% |
| XYZ Block, Inc. | 4.2% | 0.0% |
| FLEX Flex Ltd. | 3.6% | 0.1% |
| CRS Carpenter Technology… | 2.9% | 0.1% |
| UNP Union Pacific Corporation | 2.0% | 0.6% |
| DHR Danaher Corporation | 2.2% | 0.2% |
| TDG TransDigm Group… | 2.3% | 0.0% |
| TTMI TTM Technologies, Inc. | 2.0% | 0.0% |
| PFGC Performance Food Group Co | 1.6% | 0.1% |
| ASML ASML Holding N.V. | 1.3% | 0.0% |
| SYY Sysco Corporation | 1.0% | 0.1% |
| SPCX Space Exploration… | 0.7% | 0.4% |
| ARES Ares Management… | 0.9% | 0.1% |
| EROC | 0.0% | 0.0% |
| CORZ Core Scientific, Inc. | 0.0% | 0.0% |
| WOLF Wolfspeed Inc. | 0.0% | 0.0% |
Secara khas Third Point
| TDS Telephone and Data… | 5.0% |
| KEYS Keysight… | 4.4% |
| TPX Tempur Sealy… | 4.3% |
| NSC Norfolk Southern… | 4.1% |
| COF Capital One Financial… | 3.6% |
| HUT Hut 8 Corp. | 3.3% |
| APG APi Group Corporation | 2.6% |
| MTZ MasTec, Inc. | 2.6% |
| GOOGM Alphabet Inc.… | 1.4% |
| SRTA Strata Critical… | 0.6% |
| GOOGN Alphabet Inc.… | 0.2% |
| SPRY ARS Pharmaceuticals… | 0.2% |
| AUR Aurora Innovation… | 0.2% |
| HTZWW | 0.1% |
| FLYX | 0.0% |
Secara khas Massachusetts…
| NVDA NVIDIA Corporation | 4.3% |
| AAPL Apple Inc. | 2.8% |
| MSFT Microsoft Corporation | 2.8% |
| AVGO Broadcom Inc. | 1.7% |
| KLAC KLA Corporation | 1.4% |
| JPM JPMorgan Chase & Co. | 1.3% |
| LIN Linde plc | 1.0% |
| UBS UBS Group AG | 1.0% |
| CI Cigna Corporation | 0.9% |
| MA Mastercard… | 0.9% |
| JNJ Johnson & Johnson | 0.9% |
| MDT Medtronic plc | 0.8% |
| AON Aon plc | 0.8% |
| V Visa Inc. | 0.8% |
| WAT Waters Corporation | 0.8% |
Asal-usul data: Tumpang tindih dihitung secara langsung dari posisi saham biasa kedua manajer yang telah diurai untuk Q2 2026. Hanya posisi long yang dilaporkan — lindung nilai dan aset non-13F tidak terlihat. Metodologi