0001509842-14-000004.txt : 20140515 0001509842-14-000004.hdr.sgml : 20140515 20140515161728 ACCESSION NUMBER: 0001509842-14-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140515 DATE AS OF CHANGE: 20140515 EFFECTIVENESS DATE: 20140515 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: 14847519 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 0001509842 XXXXXXXX 03-31-2014 03-31-2014 false PointState Capital LP
40 West 57th Street 25th Floor New York NY 10019
13F HOLDINGS REPORT 028-14763 N
Bradley Sanford Chief Financial Officer 412-851-5601 /s/ Bradley Sanford Pittsburgh PA 05-15-2014 0 115 6286093
INFORMATION TABLE 2 form13f_20140331.xml AOL Inc. COM 00184X105 3025 69100SH SOLE 69100 0 0 AbbVie Inc. COM 00287Y109 16705 325000SH SOLE 325000 0 0 Acorda Therapeutics Inc. COM 00484M106 18955 500000SH SOLE 500000 0 0 Activision Blizzard Inc. COM 00507V109 2385 116700SH SOLE 116700 0 0 Adobe Systems Inc COM 00724F101 229208 3486590SH SOLE 3486590 0 0 Advance Auto Parts Inc COM 00751Y106 8779 69400SH SOLE 69400 0 0 Aegerion Pharms Inc COM 00767E102 42717 925000SH SOLE 925000 0 0 Allison Trans Hldg Inc COM 01973R101 26976 901000SH SOLE 901000 0 0 Amazon.com Inc COM 023135106 5045 15000SH SOLE 15000 0 0 Anacor Pharms Inc. COM 032420101 5782 288959SH SOLE 288959 0 0 Anadarko Petroleum Corp COM 032511107 97101 1145600SH SOLE 1145600 0 0 Archer-Daniels-Midland Co COM 039483102 2547 58700SH SOLE 58700 0 0 ARIAD Pharms Inc. COM 04033A100 4836 600000SH SOLE 600000 0 0 Ashland Inc. COM 044209104 110433 1110100SH SOLE 1110100 0 0 Autodesk Inc. COM 052769106 5302 107800SH SOLE 107800 0 0 Avis Budget Group COM 053774105 42442 871500SH SOLE 871500 0 0 Axiall Corp COM 05463D100 2484 55300SH SOLE 55300 0 0 Baidu.com Inc. SPON ADR REP A 056752108 27180 178500SH SOLE 178500 0 0 Bank of America Corp COM 060505104 40343 2345500SH SOLE 2345500 0 0 Beam Inc. COM 073730103 15545 186619SH SOLE 186619 0 0 BlackBerry Ltd. COM 09228F103 1212 150000SH SOLE 150000 0 0 Boeing Co COM 097023105 2522 20100SH SOLE 20100 0 0 CBS Corp CL B 124857202 420424 6802984SH SOLE 6802984 0 0 CF Ind's Hldgs Inc. COM 125269100 121005 464262SH SOLE 464262 0 0 CIGNA Corp COM 125509109 24742 295500SH SOLE 295500 0 0 Caesars Entmt Corp. COM 127686103 15124 795600SH SOLE 795600 0 0 Canadian Pac Railway Ltd. COM 13645T100 24143 161000SH SOLE 161000 0 0 Cempra, Inc. COM 15130J109 8663 750000SH SOLE 750000 0 0 Charter Comms Inc CL A 16117M305 98597 800300SH SOLE 800300 0 0 Cheniere Engy, Inc. COM 16411R208 413296 7466960SH SOLE 7466960 0 0 Cheniere Egy Ptrs LP Hldg LLC COM REP LLC IN 16411W108 45307 2098508SH SOLE 2098508 0 0 Chicago Brge & Iron Co NV COM 167250109 2179 25000SH SOLE 25000 0 0 Cimarex Energy Co. COM 171798101 24191 203100SH SOLE 203100 0 0 Clovis Oncology Inc. COM 189464100 9005 130000SH SOLE 130000 0 0 Comcast Corp CL A 20030N101 70312 1405110SH SOLE 1405110 0 0 Comerica Inc COM 200340107 2979 57500SH SOLE 57500 0 0 Concho Resources Inc. COM 20605P101 11429 93300SH SOLE 93300 0 0 Cubist Pharms Inc. COM 229678107 73150 1000000SH SOLE 1000000 0 0 Delta Airlines Inc. COM 247361702 20295 585700SH SOLE 585700 0 0 DISH Network Corp. CL A 25470M109 152526 2451800SH SOLE 2451800 0 0 Dollar General Corp COM 256677105 160469 2892369SH SOLE 2892369 0 0 EOG Resources Inc. COM 26875P101 23697 120800SH SOLE 120800 0 0 EQT Corp COM 26884L109 21922 226071SH SOLE 226071 0 0 E*TRADE Financial Corp COM 269246401 73565 3195700SH SOLE 3195700 0 0 Ebay Inc. COM 278642103 11048 200000SH SOLE 200000 0 0 Electronic Arts Inc. COM 285512109 4842 166900SH SOLE 166900 0 0 Fidelity National Fin'l Inc CL A 31620R105 31575 1004300SH SOLE 1004300 0 0 Furiex Pharms Inc. COM 36106P101 23490 270000SH SOLE 270000 0 0 Gap Inc. COM 364760108 6410 160000SH SOLE 160000 0 0 General Dynamics Corp COM 369550108 140855 1293200SH SOLE 1293200 0 0 HCA Holdings, Inc. COM 40412C101 259468 4942250SH SOLE 4942250 0 0 Hertz Global Hldgs COM 42805T105 76785 2882326SH SOLE 2882326 0 0 Hospira, Inc. COM 441060100 30275 700000SH SOLE 700000 0 0 IAC/InterActiveCorp COM PAR $.001 44919P508 31805 445511SH SOLE 445511 0 0 Illumina Inc. COM 452327109 86044 578800SH SOLE 578800 0 0 Impax Labs Inc. COM 45256B101 9247 350000SH SOLE 350000 0 0 JP Morgan Chase & Co. COM 46625H100 43711 720000SH SOLE 720000 0 0 Jarden Corp COM 471109108 34724 580386SH SOLE 580386 0 0 Karyopharm Thera's Inc. COM 48576U106 1545 50000SH SOLE 50000 0 0 L-3 Comms Hldgs Inc. COM 502424104 187539 1587300SH SOLE 1587300 0 0 Legg Mason Inc. COM 524901105 41646 849231SH SOLE 849231 0 0 LifePoint Hospitals Inc. COM 53219L109 13638 250000SH SOLE 250000 0 0 Lululemon Athletica Inc. COM 550021109 11307 215000SH SOLE 215000 0 0 MacroGenics Inc. COM 556099109 10436 375000SH SOLE 375000 0 0 Marathon Pet'm Corp COM 56585A102 108478 1246300SH SOLE 1246300 0 0 Martin Marietta Mat'ls Inc. COM 573284106 5955 46400SH SOLE 46400 0 0 McDonald's Corp COM 580135101 16204 165300SH SOLE 165300 0 0 Medicines Co COM 584688105 67538 2376414SH SOLE 2376414 0 0 Microsoft Corp COM 594918104 119125 2906200SH SOLE 2906200 0 0 Mohawk Industries Inc. COM 608190104 4555 33500SH SOLE 33500 0 0 Monsanto Co COM 61166W101 2503 22000SH SOLE 22000 0 0 Monster Beverage Corp COM 611740101 13980 201300SH SOLE 201300 0 0 NewLink Genetics Corp COM 651511107 29678 1045000SH SOLE 1045000 0 0 Parker Hannifin Corp COM 701094104 45669 381500SH SOLE 381500 0 0 Pioneer Nat Resources Co COM 723787107 109547 585375SH SOLE 585375 0 0 Plains Holdings L.P. SHS A REP LTPN 72651A108 5378 192200SH SOLE 192200 0 0 Puma Biotechnology Inc. COM 74587V107 1562 15000SH SOLE 15000 0 0 Quiksilver Inc. COM 74838C106 5882 783171SH SOLE 783171 0 0 Range Resources Corp COM 75281A109 16918 203900SH SOLE 203900 0 0 Raytheon Co COM 755111507 45117 456700SH SOLE 456700 0 0 Rigel Pharms Inc. COM 766559603 1940 500000SH SOLE 500000 0 0 Sarepta Therapeutics Inc. COM 803607100 14418 600000SH SOLE 600000 0 0 Semgroup Corp. CL A 81663A105 19181 292038SH SOLE 292038 0 0 Silver Spring Networks Inc. COM 82817Q103 14382 827507SH SOLE 827507 0 0 Southwestern Energy Co COM 845467109 21993 478000SH SOLE 478000 0 0 Sunesis Pharms Inc. COM 867328601 2314 350000SH SOLE 350000 0 0 TD Ameritrade Hldg Corp COM 87236Y108 462 13600SH SOLE 13600 0 0 T-Mobile US Inc. COM 872590104 8584 259900SH SOLE 259900 0 0 Teva Pharm'l Ind's Ltd. ADR 881624209 672997 12736500SH SOLE 12736500 0 0 Tetraphase Pharms Inc. COM 88165N105 6821 626400SH SOLE 626400 0 0 Twenty-First Cent Fox Inc. CL A 90130A101 90500 2830776SH SOLE 2830776 0 0 Union Pacific Corp COM 907818108 72549 386600SH SOLE 386600 0 0 United Cont'l Hldgs Inc. COM 910047109 58426 1309112SH SOLE 1309112 0 0 Valero Energy Corp COM 91913Y100 84104 1583874SH SOLE 1583874 0 0 Visteon Corp COM 92839U206 11497 130000SH SOLE 130000 0 0 Vulcan Materials Co COM 929160109 5761 86700SH SOLE 86700 0 0 Walgreen Co COM 931422109 673410 10198544SH SOLE 10198544 0 0 Wright Medical Group Inc. COM 98235T107 34177 1100000SH SOLE 1100000 0 0 Wyndham Worldwide Corp COM 98310W108 264 3600SH SOLE 3600 0 0 YPF S.A. SPON ADR CL D 984245100 59364 1905126SH SOLE 1905126 0 0 Zeltiq Aesthetics Inc. COM 98933Q108 32651 1665000SH SOLE 1665000 0 0 Allegion PLC ORD SHS G0176J109 5008 96000SH SOLE 96000 0 0 Herbalife Ltd. COM USD SHS G4412G101 2864 50000SH SOLE 50000 0 0 Jazz Pharms Plc SHS USD G50871105 17335 125000SH SOLE 125000 0 0 Kosmos Energy Ltd. SHS G5315B107 8654 786700SH SOLE 786700 0 0 Liberty Global Plc SHS CL A G5480U104 7675 184500SH SOLE 184500 0 0 Liberty Global Plc SHS CL C G5480U120 326 8000SH SOLE 8000 0 0 Mallinckrodt Plc SHS G5785G107 47558 750000SH SOLE 750000 0 0 Norwegian Cruse Lne Hldgs Ltd. SHS G66721104 2904 90000SH SOLE 90000 0 0 Prothena Corp Plc SHS G72800108 3065 80000SH SOLE 80000 0 0 Signet Jewelers Ltd. SHS G81276100 7378 69700SH SOLE 69700 0 0 Golar LNG Ltd SHS G9456A100 16676 400000SH SOLE 400000 0 0 Tyco Int'l Ltd. SHS H89128104 1039 24500SH SOLE 24500 0 0 Constellium NV CL A N22035104 942 32100SH SOLE 32100 0 0 LyondellBassell Ind's NV SHS - A - N53745100 95851 1077700SH SOLE 1077700 0 0