0001085146-19-003008.txt : 20191114 0001085146-19-003008.hdr.sgml : 20191114 20191114160405 ACCESSION NUMBER: 0001085146-19-003008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 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: 191219954 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 09-30-2019 09-30-2019 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 11-14-2019 1 106 3478512 1 0001682225 028-17512 Pointstate Argentum LLC INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 767 14500 SH SOLE 14500 0 0 ADOBE INC COM 00724F101 164618 595903 SH SOLE 595903 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 116504 696668 SH SOLE 696668 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11907 71200 SH Call SOLE 71200 0 0 ALPHABET INC CAP STK CL A 02079K305 2574 2108 SH SOLE 2108 0 0 AMAZON COM INC COM 023135106 2495 1437 SH SOLE 1437 0 0 ANAPLAN INC COM 03272L108 13598 289319 SH SOLE 289319 0 0 ATLASSIAN CORP PLC CL A G06242104 18019 143644 SH SOLE 143644 0 0 AXALTA COATING SYS LTD COM G0750C108 38193 1266759 SH SOLE 1266759 0 0 BARRICK GOLD CORPORATION COM 067901108 989 57097 SH SOLE 57097 0 0 BOEING CO COM 097023105 22295 58599 SH SOLE 58599 0 0 BOEING CO COM 097023105 42004 110400 SH Call SOLE 110400 0 0 CAMECO CORP COM 13321L108 4251 447476 SH SOLE 447476 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 4351 131200 SH SOLE 131200 0 0 CENTENE CORP DEL COM 15135B101 4326 100000 SH Call SOLE 100000 0 0 CENTENE CORP DEL COM 15135B101 9366 216500 SH SOLE 216500 0 0 CIGNA CORP NEW COM 125523100 45211 297850 SH SOLE 297850 0 0 COCA COLA CO COM 191216100 10981 201707 SH SOLE 201707 0 0 COSTAR GROUP INC COM 22160N109 28480 48010 SH SOLE 48010 0 0 COUPA SOFTWARE INC COM 22266L106 24638 190150 SH SOLE 190150 0 0 D R HORTON INC COM 23331A109 2593 49200 SH SOLE 49200 0 0 DBX ETF TR XTRACK HRVST CSI 233051879 3386 125000 SH Call SOLE 125000 0 0 DELL TECHNOLOGIES INC CL C 24703L202 1158 22322 SH SOLE 22322 0 0 DISNEY WALT CO COM DISNEY 254687106 756 5800 SH SOLE 5800 0 0 DISNEY WALT CO COM DISNEY 254687106 5864 45000 SH Call SOLE 45000 0 0 DOLLAR TREE INC COM 256746108 18610 163017 SH SOLE 163017 0 0 ELANCO ANIMAL HEALTH INC COM 28414H103 1181 44400 SH SOLE 44400 0 0 ELECTRONIC ARTS INC COM 285512109 655 6700 SH SOLE 6700 0 0 FACEBOOK INC CL A 30303M102 2458 13800 SH SOLE 13800 0 0 FAIR ISAAC CORP COM 303250104 38424 126595 SH SOLE 126595 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 2541 19138 SH SOLE 19138 0 0 FISERV INC COM 337738108 177772 1716114 SH SOLE 1716114 0 0 FOX CORP CL A COM 35137L105 1164 36906 SH SOLE 36906 0 0 GENERAL MTRS CO COM 37045V100 10045 268000 SH SOLE 268000 0 0 HUMANA INC COM 444859102 81272 317880 SH SOLE 317880 0 0 INTEL CORP COM 458140100 1974 38300 SH SOLE 38300 0 0 INTELSAT S A COM L5140P101 57476 2520857 SH SOLE 2520857 0 0 INTELSAT S A NOTE 4.500% 6/1 45790VAB6 194853 132500000 PRN SOLE 132500000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 349827 1852800 SH Put SOLE 1852800 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 501 11900 SH SOLE 11900 0 0 ISHARES INC MSCI HONG KG ETF 464286871 2270 100000 SH Put SOLE 100000 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 107727 2706700 SH Call SOLE 2706700 0 0 ISHARES TR IBOXX HI YD ETF 464288513 4359 50000 SH Put SOLE 50000 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1451 35500 SH SOLE 35500 0 0 JD COM INC SPON ADR CL A 47215P106 1879 66600 SH SOLE 66600 0 0 JD COM INC SPON ADR CL A 47215P106 5588 198100 SH Call SOLE 198100 0 0 JOHNSON & JOHNSON COM 478160104 1514 11700 SH SOLE 11700 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 39890 191192 SH SOLE 191192 0 0 LENNAR CORP CL A 526057104 12466 223200 SH SOLE 223200 0 0 LINDE PLC SHS G5494J103 35419 182836 SH SOLE 182836 0 0 LOCKHEED MARTIN CORP COM 539830109 9947 25500 SH SOLE 25500 0 0 MARATHON PETE CORP COM 56585A102 46559 766400 SH SOLE 766400 0 0 MASCO CORP COM 574599106 24968 599040 SH SOLE 599040 0 0 MASTERCARD INC CL A 57636Q104 141014 519255 SH SOLE 519255 0 0 MAXAR TECHNOLOGIES INC COM 57778K105 5788 761600 SH SOLE 761600 0 0 MERCADOLIBRE INC COM 58733R102 61529 111621 SH SOLE 111621 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 1483 8700 SH SOLE 8700 0 0 NETFLIX INC COM 64110L106 63894 238748 SH SOLE 238748 0 0 NETFLIX INC COM 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437949 0 0 REGENERON PHARMACEUTICALS COM 75886F107 3939 14200 SH SOLE 14200 0 0 SALESFORCE COM INC COM 79466L302 129489 872330 SH SOLE 872330 0 0 SALESFORCE COM INC COM 79466L302 3666 24700 SH Call SOLE 24700 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 40441 448700 SH Put SOLE 448700 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1400 50000 SH Put SOLE 50000 0 0 SERVICENOW INC COM 81762P102 84189 331647 SH SOLE 331647 0 0 SHERWIN WILLIAMS CO COM 824348106 43196 78557 SH SOLE 78557 0 0 SIRIUS XM HLDGS INC COM 82968B103 584 93400 SH SOLE 93400 0 0 SMARTSHEET INC COM CL A 83200N103 12294 341205 SH SOLE 341205 0 0 SONY CORP SPONSORED ADR 835699307 8923 150899 SH SOLE 150899 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 23330 168000 SH Call SOLE 168000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 85440 287900 SH Call SOLE 287900 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 239345 806500 SH Put SOLE 806500 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 2446 109400 SH Call SOLE 109400 0 0 SPOTIFY 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VECTORS ETF TR SEMICONDUCTOR ET 92189F676 2978 25000 SH Put SOLE 25000 0 0 VISA INC COM CL A 92826C839 1036 6025 SH SOLE 6025 0 0 VMWARE INC CL A COM 928563402 1786 11900 SH SOLE 11900 0 0