$8.98 Billion Portfolio: Top Holdings, Sector Allocation, and Growth Opportunities

Daniel Loeb's $8.98 Billion Portfolio: Top Holdings, Sector Allocation, and Growth Opportunities

As of September 30, 2025, Daniel Loeb's portfolio from Third Point is valued at $8,978,920,787. The portfolio demonstrates a strategic focus on high-growth areas while maintaining diversification across key sectors.

• Total Portfolio Value: $8,978,920,787

The portfolio's top holdings by total value are as follows:

1. PG&E CORP (PCG)

$755,508,000

2. AMAZON COM INC (AMZN)

$616,991,700

3. SPDR S&P 500 ETF TR (SPY)

$582,907,500

4. MICROSOFT CORP (MSFT)

$569,745,000

5. NORFOLK SOUTHN CORP (NSC)

$495,676,500

Sector allocations highlight a strong presence in:

Utilities: 25%

Consumer Cyclical: ~10%

Technology: ~6%

Industrials: ~5.5%

Notable changes include:

AMAZON COM INC (AMZN): +3.69%

SPDR S&P 500 ETF TR (SPY): +75%

MICROSOFT CORP (MSFT): +175%

Diversification efforts are evident with allocations to growth-oriented stocks like AMZN and MSFT, while maintaining stability through SPY and NSC.

Third Point's strategy reflects a balance between high-growth investments and sector diversification, as evidenced by the significant presence in key areas like Technology and Utilities.

Investment Strategy Overview

The portfolio demonstrates a growth-oriented approach with allocations to high-potential sectors such as Consumer Cyclical (AMZN) and Technology (MSFT). The presence of significant holdings in established utilities (PG&E CORP) highlights risk management through diversification.