# EDGAR Filing Document

**Accession Number:** 0001698051
**File Stem:** 0000902664-25-003672
**Filing Date:** 2025-8
**Character Count:** 18872
**Document Hash:** 70be7569b8e1254d30be11c384cc11ba
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000902664-25-003672.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0000902664-25-003672

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Point72 Europe (London) LLP
- **CENTRAL INDEX KEY:** 0001698051

**ORGANIZATION NAME:**
- **EIN:** 981252905
- **STATE OF INCORPORATION:** X0
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17887
- **FILM NUMBER:** 251219545

**BUSINESS ADDRESS:**
- **STREET 1:** 8 ST JAMES'S SQUARE
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** SW1Y 4JU
- **BUSINESS PHONE:** 44 207 807-2811

**MAIL ADDRESS:**
- **STREET 1:** 8 ST JAMES'S SQUARE
- **CITY:** LONDON
- **STATE:** X0
- **ZIP:** SW1Y 4JU

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Point72 Europe (London) LLP<br>**Address:** 8 St James's Square<br>London, X0 SW1Y 4JU

**Form 13F File Number:** 028-17887

**CRD Number (if applicable):** 000292074

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jason M. Colombo<br>**Title:** Authorized Person<br>**Phone:** 203-890-2000

**Signature, Place, and Date of Signing:**

/s/ Jason M. Colombo  Stamford, CT  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 153

**Form 13F Information Table Value Total:** $2592644014

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                          | Form 13F File Number   |
|:---|:---|:---|
|  | Point72 Asset Management L.P. | 028-16256              |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 17887306 | 96365 | SH |  | DFND | 1 | 0 | 96365 | 0 |
| ACADIA PHARMACEUTICALS INC | COM | 004225108 |  | 2910979 | 134955 | SH |  | DFND | 1 | 0 | 134955 | 0 |
| ACUITY INC | COM | 00508Y102 |  | 24594851 | 82439 | SH |  | DFND | 1 | 0 | 82439 | 0 |
| AFFILIATED MANAGERS GROUP IN | COM | 008252108 |  | 2132593 | 10838 | SH |  | DFND | 1 | 0 | 10838 | 0 |
| ALLY FINL INC | COM | 02005N100 |  | 17559984 | 450834 | SH |  | DFND | 1 | 0 | 450834 | 0 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 |  | 6500287 | 19934 | SH |  | DFND | 1 | 0 | 19934 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 173430586 | 984115 | SH |  | DFND | 1 | 0 | 984115 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 25296545 | 115304 | SH |  | DFND | 1 | 0 | 115304 | 0 |
| AMDOCS LTD | SHS | G02602103 |  | 1369604 | 15011 | SH |  | DFND | 1 | 0 | 15011 | 0 |
| AMEREN CORP | COM | 023608102 |  | 7647185 | 79625 | SH |  | DFND | 1 | 0 | 79625 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 32225379 | 145803 | SH |  | DFND | 1 | 0 | 145803 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 7259610 | 30500 | SH |  | DFND | 1 | 0 | 30500 | 0 |
| ANNEXON INC | COM | 03589W102 |  | 496315 | 206798 | SH |  | DFND | 1 | 0 | 206798 | 0 |
| AON PLC | SHS CL A | G0403H108 |  | 3282192 | 9200 | SH |  | DFND | 1 | 0 | 9200 | 0 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 3370831 | 23760 | SH |  | DFND | 1 | 0 | 23760 | 0 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 |  | 8971760 | 51800 | SH |  | DFND | 1 | 0 | 51800 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 10462323 | 102261 | SH |  | DFND | 1 | 0 | 102261 | 0 |
| ASHLAND INC | COM | 044186104 |  | 11796543 | 234617 | SH |  | DFND | 1 | 0 | 234617 | 0 |
| ASPEN INSURANCE HOLDINGS LTD | ORD SHS CL A | G05384501 |  | 305259 | 9700 | SH |  | DFND | 1 | 0 | 9700 | 0 |
| AT INC | COM | 00206R102 |  | 26690002 | 922253 | SH |  | DFND | 1 | 0 | 922253 | 0 |
| AUTOLIV INC | COM | 052800109 |  | 18241155 | 163013 | SH |  | DFND | 1 | 0 | 163013 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 6008249 | 19482 | SH |  | DFND | 1 | 0 | 19482 | 0 |
| AXSOME THERAPEUTICS INC | COM | 05464T104 |  | 3530898 | 33824 | SH |  | DFND | 1 | 0 | 33824 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 45401363 | 959454 | SH |  | DFND | 1 | 0 | 959454 | 0 |
| BBB FOODS INC | CL A COM | G0896C103 |  | 555200 | 20000 | SH |  | DFND | 1 | 0 | 20000 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 58000938 | 119400 | SH |  | DFND | 1 | 0 | 119400 | 0 |
| BIOGEN INC | COM | 09062X103 |  | 12016417 | 95680 | SH |  | DFND | 1 | 0 | 95680 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 4548499 | 4335 | SH |  | DFND | 1 | 0 | 4335 | 0 |
| BLOCK INC | CL A | 852234103 |  | 4789065 | 70500 | SH |  | DFND | 1 | 0 | 70500 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 13373144 | 2310 | SH |  | DFND | 1 | 0 | 2310 | 0 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 23952387 | 762447 | SH |  | DFND | 1 | 0 | 762447 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 70108037 | 329517 | SH |  | DFND | 1 | 0 | 329517 | 0 |
| CARLYLE GROUP INC | COM | 14316J108 |  | 3998920 | 77800 | SH |  | DFND | 1 | 0 | 77800 | 0 |
| CDW CORP | COM | 12514G108 |  | 11394042 | 63800 | SH |  | DFND | 1 | 0 | 63800 | 0 |
| CELANESE CORP DEL | COM | 150870103 |  | 6490098 | 117298 | SH |  | DFND | 1 | 0 | 117298 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 1380226 | 4764 | SH |  | DFND | 1 | 0 | 4764 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 10254364 | 147800 | SH |  | DFND | 1 | 0 | 147800 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 23024960 | 270500 | SH |  | DFND | 1 | 0 | 270500 | 0 |
| COCA COLA CO | COM | 191216100 |  | 11631300 | 164400 | SH |  | DFND | 1 | 0 | 164400 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 455637 | 1300 | SH |  | DFND | 1 | 0 | 1300 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 21809092 | 239924 | SH |  | DFND | 1 | 0 | 239924 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 10135960 | 284000 | SH |  | DFND | 1 | 0 | 284000 | 0 |
| COMERICA INC | COM | 200340107 |  | 2970570 | 49800 | SH |  | DFND | 1 | 0 | 49800 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 33710652 | 375648 | SH |  | DFND | 1 | 0 | 375648 | 0 |
| CRH PLC | ORD | G25508105 |  | 5761368 | 62760 | SH |  | DFND | 1 | 0 | 62760 | 0 |
| CSX CORP | COM | 126408103 |  | 776594 | 23800 | SH |  | DFND | 1 | 0 | 23800 | 0 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 21248635 | 154648 | SH |  | DFND | 1 | 0 | 154648 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 2550018 | 20563 | SH |  | DFND | 1 | 0 | 20563 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 5126477 | 90702 | SH |  | DFND | 1 | 0 | 90702 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 15434694 | 19800 | SH |  | DFND | 1 | 0 | 19800 | 0 |
| EOG RES INC | COM | 26875P101 |  | 18537636 | 154984 | SH |  | DFND | 1 | 0 | 154984 | 0 |
| EQUITABLE HLDGS INC | COM | 29452E101 |  | 4661910 | 83100 | SH |  | DFND | 1 | 0 | 83100 | 0 |
| ETORO GROUP LTD | SHS CL A | G32089107 |  | 139906 | 2101 | SH |  | DFND | 1 | 0 | 2101 | 0 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 15041517 | 69077 | SH |  | DFND | 1 | 0 | 69077 | 0 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 7033824 | 86400 | SH |  | DFND | 1 | 0 | 86400 | 0 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 11146091 | 525759 | SH |  | DFND | 1 | 0 | 525759 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 496620 | 3000 | SH |  | DFND | 1 | 0 | 3000 | 0 |
| FLUTTER ENTMT PLC | SHS | G3643J108 |  | 17715405 | 61994 | SH |  | DFND | 1 | 0 | 61994 | 0 |
| FMC CORP | COM NEW | 302491303 |  | 11206577 | 268421 | SH |  | DFND | 1 | 0 | 268421 | 0 |
| FRANKLIN RESOURCES INC | COM | 354613101 |  | 7665986 | 321425 | SH |  | DFND | 1 | 0 | 321425 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 4518501 | 104233 | SH |  | DFND | 1 | 0 | 104233 | 0 |
| GAMESTOP CORP NEW | CL A | 36467W109 |  | 936064 | 38379 | SH |  | DFND | 1 | 0 | 38379 | 0 |
| GENERAC HLDGS INC | COM | 368736104 |  | 5243061 | 36611 | SH |  | DFND | 1 | 0 | 36611 | 0 |
| GENMAB A/S | SPONSORED ADS | 372303206 |  | 9745322 | 471700 | SH |  | DFND | 1 | 0 | 471700 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 13927904 | 125624 | SH |  | DFND | 1 | 0 | 125624 | 0 |
| HYATT HOTELS CORP | COM CL A | 448579102 |  | 1122367 | 8037 | SH |  | DFND | 1 | 0 | 8037 | 0 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 |  | 4853916 | 87600 | SH |  | DFND | 1 | 0 | 87600 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 16383871 | 89300 | SH |  | DFND | 1 | 0 | 89300 | 0 |
| INTUIT | COM | 461202103 |  | 4489491 | 5700 | SH |  | DFND | 1 | 0 | 5700 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 85281889 | 154597 | SH |  | DFND | 1 | 0 | 154597 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 110328000 | 200000 | SH | Call | DFND | 1 | 0 | 200000 | 0 |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 |  | 10278736 | 356282 | SH |  | DFND | 1 | 0 | 356282 | 0 |
| ISHARES INC | MSCI JPN ETF NEW | 46434G822 |  | 18264491 | 243624 | SH |  | DFND | 1 | 0 | 243624 | 0 |
| ISHARES INC | MSCI SINGPOR ETF | 46434G780 |  | 5022869 | 193336 | SH |  | DFND | 1 | 0 | 193336 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 3985529 | 121473 | SH |  | DFND | 1 | 0 | 121473 | 0 |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 |  | 11108615 | 302193 | SH |  | DFND | 1 | 0 | 302193 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 59737450 | 545000 | SH |  | DFND | 1 | 0 | 545000 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 24398634 | 505776 | SH |  | DFND | 1 | 0 | 505776 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 9648000 | 200000 | SH | Put | DFND | 1 | 0 | 200000 | 0 |
| ISHARES TR | MSCI SAUDI ARBIA | 46434V423 |  | 10127002 | 262766 | SH |  | DFND | 1 | 0 | 262766 | 0 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 11856864 | 125112 | SH |  | DFND | 1 | 0 | 125112 | 0 |
| KENVUE INC | COM | 49177J102 |  | 6019468 | 287600 | SH |  | DFND | 1 | 0 | 287600 | 0 |
| KEYCORP | COM | 493267108 |  | 20440593 | 1173398 | SH |  | DFND | 1 | 0 | 1173398 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 2978052 | 23100 | SH |  | DFND | 1 | 0 | 23100 | 0 |
| KKR  CO INC | COM | 48251W104 |  | 19768258 | 148600 | SH |  | DFND | 1 | 0 | 148600 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 4613916 | 47400 | SH |  | DFND | 1 | 0 | 47400 | 0 |
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 |  | 4339508 | 122274 | SH |  | DFND | 1 | 0 | 122274 | 0 |
| LINDE PLC | SHS | G54950103 |  | 2392818 | 5100 | SH |  | DFND | 1 | 0 | 5100 | 0 |
| LOGITECH INTL S A | SHS | H50430232 |  | 6620950 | 73460 | SH |  | DFND | 1 | 0 | 73460 | 0 |
| M  T BK CORP | COM | 55261F104 |  | 13094325 | 67500 | SH |  | DFND | 1 | 0 | 67500 | 0 |
| MASTEC INC | COM | 576323109 |  | 9274289 | 54417 | SH |  | DFND | 1 | 0 | 54417 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 28549362 | 50805 | SH |  | DFND | 1 | 0 | 50805 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3209215 | 4348 | SH |  | DFND | 1 | 0 | 4348 | 0 |
| METLIFE INC | COM | 59156R108 |  | 7041897 | 87564 | SH |  | DFND | 1 | 0 | 87564 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 34567508 | 69495 | SH |  | DFND | 1 | 0 | 69495 | 0 |
| MOODYS CORP | COM | 615369105 |  | 4714946 | 9400 | SH |  | DFND | 1 | 0 | 9400 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 295806 | 2100 | SH |  | DFND | 1 | 0 | 2100 | 0 |
| MOSAIC CO NEW | COM | 61945C103 |  | 2557248 | 70100 | SH |  | DFND | 1 | 0 | 70100 | 0 |
| NASDAQ INC | COM | 631103108 |  | 9880910 | 110500 | SH |  | DFND | 1 | 0 | 110500 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 11416083 | 8525 | SH |  | DFND | 1 | 0 | 8525 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 2508506 | 9800 | SH |  | DFND | 1 | 0 | 9800 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 22514071 | 186051 | SH |  | DFND | 1 | 0 | 186051 | 0 |
| NUCOR CORP | COM | 670346105 |  | 2732776 | 21096 | SH |  | DFND | 1 | 0 | 21096 | 0 |
| NUTRIEN LTD | COM | 67077M108 |  | 2021918 | 34717 | SH |  | DFND | 1 | 0 | 34717 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 12054637 | 76300 | SH |  | DFND | 1 | 0 | 76300 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 9410364 | 43070 | SH |  | DFND | 1 | 0 | 43070 | 0 |
| OVINTIV INC | COM | 69047Q102 |  | 11198381 | 294307 | SH |  | DFND | 1 | 0 | 294307 | 0 |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 |  | 16027299 | 1281159 | SH |  | DFND | 1 | 0 | 1281159 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 7224148 | 38752 | SH |  | DFND | 1 | 0 | 38752 | 0 |
| PONY AI INC | SPONSORED ADS | 732908108 |  | 2841353 | 215254 | SH |  | DFND | 1 | 0 | 215254 | 0 |
| PRIMORIS SVCS CORP | COM | 74164F103 |  | 7087006 | 90929 | SH |  | DFND | 1 | 0 | 90929 | 0 |
| RALPH LAUREN CORP | CL A | 751212101 |  | 14865976 | 54200 | SH |  | DFND | 1 | 0 | 54200 | 0 |
| REDDIT INC | CL A | 75734B100 |  | 469477 | 3118 | SH |  | DFND | 1 | 0 | 3118 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 15354587 | 29247 | SH |  | DFND | 1 | 0 | 29247 | 0 |
| REINSURANCE GRP OF AMERICA I | COM NEW | 759351604 |  | 9470301 | 47743 | SH |  | DFND | 1 | 0 | 47743 | 0 |
| REZOLUTE INC | COM NEW | 76200L309 |  | 171861 | 38534 | SH |  | DFND | 1 | 0 | 38534 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 28948221 | 54900 | SH |  | DFND | 1 | 0 | 54900 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 8507928 | 31200 | SH |  | DFND | 1 | 0 | 31200 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 15565544 | 170600 | SH |  | DFND | 1 | 0 | 170600 | 0 |
| SHIFT4 PMTS INC | CL A | 82452J109 |  | 3012944 | 30400 | SH |  | DFND | 1 | 0 | 30400 | 0 |
| SLIDE INS HLDGS INC | COM | 831349105 |  | 866400 | 40000 | SH |  | DFND | 1 | 0 | 40000 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 531659925 | 860500 | SH | Put | DFND | 1 | 0 | 860500 | 0 |
| STATE STR CORP | COM | 857477103 |  | 3434782 | 32300 | SH |  | DFND | 1 | 0 | 32300 | 0 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 |  | 2420296 | 116697 | SH |  | DFND | 1 | 0 | 116697 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 19252344 | 514201 | SH |  | DFND | 1 | 0 | 514201 | 0 |
| SUNRUN INC | COM | 86771W105 |  | 507160 | 62000 | SH |  | DFND | 1 | 0 | 62000 | 0 |
| SYNOVUS FINL CORP | COM NEW | 87161C501 |  | 5630400 | 108800 | SH |  | DFND | 1 | 0 | 108800 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 27711052 | 122350 | SH |  | DFND | 1 | 0 | 122350 | 0 |
| TAPESTRY INC | COM | 876030107 |  | 7754413 | 88309 | SH |  | DFND | 1 | 0 | 88309 | 0 |
| TARGA RES CORP | COM | 87612G101 |  | 12141558 | 69747 | SH |  | DFND | 1 | 0 | 69747 | 0 |
| TECK RESOURCES LTD | CL B | 878742204 |  | 10336715 | 255986 | SH |  | DFND | 1 | 0 | 255986 | 0 |
| TG THERAPEUTICS INC | COM | 88322Q108 |  | 3090233 | 85864 | SH |  | DFND | 1 | 0 | 85864 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 14487638 | 60806 | SH |  | DFND | 1 | 0 | 60806 | 0 |
| TPG INC | COM CL A | 872657101 |  | 2250105 | 42900 | SH |  | DFND | 1 | 0 | 42900 | 0 |
| TRANSUNION | COM | 89400J107 |  | 20791056 | 236262 | SH |  | DFND | 1 | 0 | 236262 | 0 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 15685890 | 364873 | SH |  | DFND | 1 | 0 | 364873 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 15861000 | 170000 | SH |  | DFND | 1 | 0 | 170000 | 0 |
| UNUM GROUP | COM | 91529Y106 |  | 3110229 | 38512 | SH |  | DFND | 1 | 0 | 38512 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 10020750 | 129300 | SH |  | DFND | 1 | 0 | 129300 | 0 |
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 |  | 4019650 | 42500 | SH |  | DFND | 1 | 0 | 42500 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 28048950 | 79000 | SH |  | DFND | 1 | 0 | 79000 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 2810245 | 14500 | SH |  | DFND | 1 | 0 | 14500 | 0 |
| VNET GROUP INC | SPONSORED ADS A | 90138A103 |  | 4998629 | 724439 | SH |  | DFND | 1 | 0 | 724439 | 0 |
| VOYA FINANCIAL INC | COM | 929089100 |  | 2556000 | 36000 | SH |  | DFND | 1 | 0 | 36000 | 0 |
| VOYAGER TECHNOLOGIES INC | COM CL A | 92892B103 |  | 392500 | 10000 | SH |  | DFND | 1 | 0 | 10000 | 0 |
| VULCAN MATLS CO | COM | 929160109 |  | 11606490 | 44500 | SH |  | DFND | 1 | 0 | 44500 | 0 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 4970340 | 47700 | SH |  | DFND | 1 | 0 | 47700 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 56526663 | 705525 | SH |  | DFND | 1 | 0 | 705525 | 0 |
| WESCO INTL INC | COM | 95082P105 |  | 26928080 | 145400 | SH |  | DFND | 1 | 0 | 145400 | 0 |
| WESTERN ALLIANCE BANCORP | COM | 957638109 |  | 3766512 | 48301 | SH |  | DFND | 1 | 0 | 48301 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 5378609 | 85633 | SH |  | DFND | 1 | 0 | 85633 | 0 |
| WYNDHAM HOTELS  RESORTS INC | COM | 98311A105 |  | 972733 | 11978 | SH |  | DFND | 1 | 0 | 11978 | 0 |
| XPENG INC | ADS | 98422D105 |  | 1121076 | 62700 | SH |  | DFND | 1 | 0 | 62700 | 0 |

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