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Caxton Associates Amplifies Stake in Micron Technology, Revealing Strategic Portfolio Adjustments
The fund giant Third Point is heavily betting on AI, with Q2 holdings in Apple (AAPL.US), ASML Holding (ASML.US), and increased holdings in Taiwan Semiconductor (TSM.US).
Third Point submitted their Q2 13F holding report until June 30, 2024.
Renaissance Technologies Top Q2 Buys/sells Include BofA, AMD, Netflix, Others
Micron Technology Inc (MU): The Best Data Center Stock According to Wall Street Analysts?
Express News | Third Point LLC - Change in Holdings Are as of June 30, 2024 and Compared With the Previous Quarter Ended as of March 31, 2024
Express News | Third Point LLC Q2 2024 13F Shows New Positions Include 1.95M Apple Shares, 2.8M Amphenol Shares, 2.1M KB Home Shares, 1.37M Live Nation Shares, 275K Micron Shares, 240K Roper Technologies Shares, 150K MSCI Shares, 150K Dynatrace Shares, 80K ASML...