0001085146-19-000731.txt : 20190214 0001085146-19-000731.hdr.sgml : 20190214 20190214060241 ACCESSION NUMBER: 0001085146-19-000731 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190214 EFFECTIVENESS DATE: 20190214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PointState Capital LP CENTRAL INDEX KEY: 0001509842 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14763 FILM NUMBER: 19600340 BUSINESS ADDRESS: STREET 1: 40 WEST 57TH STREET STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: (212) 830-7000 MAIL ADDRESS: STREET 1: 40 WEST 57TH STREET STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001509842 XXXXXXXX 12-31-2018 12-31-2018 false PointState Capital LP

40 West 57th Street 25th Floor New York NY 10019

13F HOLDINGS REPORT 028-14763 N Bradley Sanford 412-851-5601 /s/ Bradley Sanford Pittsburgh PA 02-14-2019 1 86 2514601 1 0001682225 028-17512 Pointstate Argentum LLC INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADECOAGRO S A COM L00849106 8848 1271321 SH DFND 1 1271321 0 0 ADOBE INC COM 00724F101 120171 531166 SH SOLE 531166 0 0 ADVANCED MICRO DEVICES INC COM 007903107 482 26100 SH SOLE 26100 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 13817 100800 SH SOLE 100800 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1330 9700 SH Call SOLE 9700 0 0 ALPHABET INC CAP STK CL A 02079K305 111270 106483 SH SOLE 106483 0 0 AMAZON COM INC COM 023135106 96261 64090 SH SOLE 64090 0 0 AMAZON COM INC COM 023135106 27786 18500 SH Call SOLE 18500 0 0 ANTHEM INC COM 036752103 15259 58100 SH SOLE 58100 0 0 BARRICK GOLD CORP COM 067901108 969 71600 SH SOLE 71600 0 0 BOEING CO COM 097023105 77252 239540 SH SOLE 239540 0 0 CAESARS ENTMT CORP COM 127686103 1503 221300 SH SOLE 221300 0 0 CATERPILLAR INC DEL COM 149123101 10026 78900 SH SOLE 78900 0 0 CBS CORP NEW CL B 124857202 1145 26200 SH SOLE 26200 0 0 CENTENE CORP DEL COM 15135B101 3424 29700 SH SOLE 29700 0 0 CHENIERE ENERGY INC COM NEW 16411R208 66157 1117710 SH SOLE 1117710 0 0 CIGNA CORP NEW COM 125523100 19182 101000 SH SOLE 101000 0 0 CLOVIS ONCOLOGY INC COM 189464100 16841 937676 SH SOLE 937676 0 0 CLOVIS ONCOLOGY INC NOTE 1.250% 5/0 189464AC4 8364 12000000 PRN SOLE 12000000 0 0 CVS HEALTH CORP COM 126650100 4508 68800 SH SOLE 68800 0 0 DEERE & CO COM 244199105 2849 19100 SH SOLE 19100 0 0 DELL TECHNOLOGIES INC CL C 24703L202 6904 141268 SH SOLE 141268 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 709 14200 SH SOLE 14200 0 0 DIPLOMAT PHARMACY INC COM 25456K101 914 67900 SH SOLE 67900 0 0 DISNEY WALT CO COM DISNEY 254687106 2182 19900 SH SOLE 19900 0 0 DOLLAR TREE INC COM 256746108 93069 1030432 SH SOLE 1030432 0 0 ELECTRONIC ARTS INC COM 285512109 6289 79700 SH SOLE 79700 0 0 EMPRESA DIST Y COMERCIAL NOR SPON ADR 29244A102 2915 107721 SH DFND 1 107721 0 0 ENCANA CORP COM 292505104 1393 241000 SH SOLE 241000 0 0 GENERAL MTRS CO COM 37045V100 34811 1040700 SH SOLE 1040700 0 0 HUMANA INC COM 444859102 6016 21000 SH SOLE 21000 0 0 INTEL CORP COM 458140100 995 21200 SH SOLE 21200 0 0 INTEL CORP COM 458140100 2347 50000 SH Call SOLE 50000 0 0 INTELSAT S A COM L5140P101 78388 3664695 SH SOLE 3664695 0 0 ISHARES TR IBOXX HI YD ETF 464288513 12165 150000 SH Put SOLE 150000 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 198182 5073790 SH SOLE 5073790 0 0 JD COM INC SPON ADR CL A 47215P106 837 40000 SH Call SOLE 40000 0 0 LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 5243 210647 SH SOLE 210647 0 0 MARATHON PETE CORP COM 56585A102 107134 1815524 SH SOLE 1815524 0 0 MASTERCARD INCORPORATED CL A 57636Q104 42324 224350 SH SOLE 224350 0 0 MELLANOX TECHNOLOGIES LTD SHS M51363113 2836 30700 SH SOLE 30700 0 0 MERCADOLIBRE INC COM 58733R102 16027 54728 SH SOLE 54728 0 0 MICROSOFT CORP COM 594918104 145265 1430194 SH SOLE 1430194 0 0 NETFLIX INC COM 64110L106 18870 70500 SH Call SOLE 70500 0 0 NETFLIX INC COM 64110L106 112204 419202 SH SOLE 419202 0 0 NEWFIELD EXPL CO COM 651290108 1387 94600 SH SOLE 94600 0 0 NII HLDGS INC COM PAR 62913F508 14577 3305445 SH SOLE 3305445 0 0 NORTHROP GRUMMAN CORP COM 666807102 392 1600 SH SOLE 1600 0 0 NVIDIA CORP COM 67066G104 1028 7700 SH SOLE 7700 0 0 NXP SEMICONDUCTORS N V COM N6596X109 2367 32300 SH SOLE 32300 0 0 ORBOTECH LTD ORD M75253100 5185 91700 SH SOLE 91700 0 0 OUTLOOK THERAPEUTICS INC *W EXP 02/18/201 69012T115 12 100000 SH SOLE 100000 0 0 PAMPA ENERGIA S A SPONS ADR LVL I 697660207 69973 2199706 SH DFND 1 2199706 0 0 PAMPA ENERGIA S A SPONS ADR LVL I 697660207 90741 2852607 SH SOLE 2852607 0 0 PG&E CORP COM 69331C108 20886 879400 SH SOLE 879400 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 2711 134864 SH SOLE 134864 0 0 QUALCOMM INC COM 747525103 63386 1113800 SH SOLE 1113800 0 0 QUALCOMM INC COM 747525103 8537 150000 SH Call SOLE 150000 0 0 RANDGOLD RES LTD ADR 752344309 970 11700 SH SOLE 11700 0 0 RED HAT INC COM 756577102 15381 87572 SH SOLE 87572 0 0 SALESFORCE COM INC COM 79466L302 48967 357500 SH SOLE 357500 0 0 SELECT INTERIOR CONCEPTS INC CL A 816120307 4526 601886 SH SOLE 601886 0 0 SHIRE PLC SPONSORED ADR 82481R106 49237 282907 SH SOLE 282907 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 12125 100000 SH Call SOLE 100000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 48235 193000 SH Put SOLE 193000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 222429 890000 SH Call SOLE 890000 0 0 T MOBILE US INC COM 872590104 149532 2350768 SH SOLE 2350768 0 0 TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 1238 73600 SH SOLE 73600 0 0 TARGA RES CORP COM 87612G101 51944 1442081 SH SOLE 1442081 0 0 TESLA INC COM 88160R101 3028 9100 SH SOLE 9100 0 0 TRANSPORTADORA DE GAS SUR SPON ADR B 893870204 21849 1456595 SH DFND 1 1456595 0 0 TRANSPORTADORA DE GAS SUR SPON ADR B 893870204 552 36800 SH SOLE 36800 0 0 TRILOGY METALS INC NEW COM 89621C105 5798 3351579 SH SOLE 3351579 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 18989 394619 SH SOLE 394619 0 0 UNION PAC CORP COM 907818108 1161 8400 SH SOLE 8400 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4210 16900 SH SOLE 16900 0 0 VALERO ENERGY CORP NEW COM 91913Y100 30213 403000 SH SOLE 403000 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1055 50000 SH SOLE 50000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3125 55590 SH SOLE 55590 0 0 VISA INC COM CL A 92826C839 13933 105600 SH SOLE 105600 0 0 VISTRA ENERGY CORP COM 92840M102 7559 330235 SH SOLE 330235 0 0 VMWARE INC CL A COM 928563402 4800 35000 SH Call SOLE 35000 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 2385 10100 SH SOLE 10100 0 0 WINDSTREAM HLDGS INC COM PAR 97382A309 2715 1298889 SH SOLE 1298889 0 0 ZENDESK INC COM 98936J101 519 8900 SH SOLE 8900 0 0 ZYNGA INC CL A 98986T108 1484 377700 SH SOLE 377700 0 0