Third Point Buys WIX.com in Q4 Reshuffle with Spotify, Thermo Fisher
Third Point LLC initiated a new position in WIX.com Ltd in Q4 2025 alongside stakes in Spotify Technology and Thermo Fisher Scientific. The fund’s quarter-end shake-up included $174.8 million in Chipotle Mexican Grill and $120.9 million in Alibaba, reflecting a pivot toward consumer, industrial and international tech names.
1. Third Point’s Q4 Portfolio Overhaul
In the quarter ended December 31, 2025, Third Point LLC rebalanced its holdings by entering new names and cutting back on mega-caps and semiconductor stocks. The fund allocated about $174.8 million to Chipotle Mexican Grill, $167.8 million to Constellation Energy and $120.9 million to Alibaba, while adding Spotify, Thermo Fisher Scientific and WIX.com Ltd as fresh positions.
2. WIX.com Stake and Strategic Implications
By initiating a stake in WIX.com Ltd, Third Point signals confidence in the website development and cloud-based services market. The inclusion alongside consumer and industrial names may attract further institutional interest and serve as a catalyst for WIX.com’s stock valuation.