Daniel Loeb's Third Point Packs Into Warren Buffett's Apple Inc $AAPL In the 2nd Quarter: https://t.co/Bv7LFVYL6z View more of Loeb's 13F trades below: https://t.co/Xpt0dZEOml #investing #stocks #research #GuruFocus https://t.co/74FD3gO9Mj
Third Point’s Dan Loeb took big stake in Apple last quarter, Amazon remained his biggest holding https://t.co/cgogu43bmc
Dan Loeb's Third Point files its Q2 13F, top buy was $AAPL: Top 5 Positions: 1. $AMZN, 11.28% 2. $PCG, 10.74% 3. $MSFT, 8.08% 4. $META, 6.35% 5. $DHR, 5.86% -Top Buys: $AAPL $APH $TSM $KBH $ROP -Top Sales: $GOOGL $SPGI $MRVL $GS $WCC -New Positions: $AAPL $APH $KBH $ROP $LYV… https://t.co/Xuwdk8SwSv
Third Point Capital, led by Dan Loeb, has disclosed a new stake of 2 million shares in Apple Inc. ($AAPL) as part of its Q2 13F filing. This investment marks a significant addition to Loeb's portfolio, which continues to be dominated by Amazon ($AMZN), representing 11.28% of his holdings. The filing also revealed that Loeb's top five positions include Pacific Gas and Electric ($PCG), Microsoft ($MSFT), Meta Platforms ($META), and Danaher Corporation ($DHR). Notably, the report indicated that Loeb's top buys during the quarter were Apple, Advanced Micro Devices ($APH), Taiwan Semiconductor Manufacturing Company ($TSM), KB Home ($KBH), and Roper Technologies ($ROP). Conversely, he reduced positions in several companies, including Alphabet ($GOOGL), S&P Global ($SPGI), and Marvell Technology Group ($MRVL).