Billionaire investor Dan Loeb's Third Point LLC substantially increased its position in ASML Holding during the second quarter. Concurrently, the hedge fund divested its stakes in rival companies KLA Corp and Lam Research, while also adjusting positions in Nvidia and Broadcom.
Dan Loeb's Third Point Boosts ASML Stake, Exits KLA and Lam
Dan LoebThird PointHedge FundsSemiconductorPortfolio Changes



