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Third Point 13-F: New stake in META, Cuts NVDA, Exits MSFT

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New: Meta (META), Alphabet Class A (GOOGL), SPDR Gold Shares (GLD), Hut 8 Corp (HUT), TransDigm (TDG) Raises: ARS Pharmaceuticals (SPRY). Cuts: Nvidia (NVDA), Union Pacific (UNP), Norfolk Southern (NSC), Capital One (COF), Live Nation (LYV) Exits: PG&E (PCG), Microsoft (MSFT), Brookfield (BAM), Casey's (CASY), CoStar (CSGP) Top: Amazon (AMZN), Telephone & Data Systems (TDS), CRH (CRH), Somnigroup (SGI), Carpenter Tech (CRS).

21 stocks

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