SOFI - Third Point Q2 2021 Investor Letter

• Third Point is an SEC-registered investment adviser based in New York. The firm was founded in 1995 by Daniel S. Loeb, who serves as Chief Executive Officer. Third Point focuses on event-driven, value-oriented investing.
• During the Second Quarter, Third Point returned +3.7% in the Offshore Fund bringing returns for the first half of 2021 to +15.2%.
• The top five winners for the quarter were SentinelOne Inc., Intuit, Inc., Danaher Corp., IQVIA Holdings, Inc., and Social Finance, Inc.
• The top five losers for the quarter were Prudentialplc, Pacific Gas & Electric Co., Intel Corp., Macro A, and Paysafe, Ltd.

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