Billionaire Investor Adds To ASML, Exits Rivals KLA and Lam — Plus Nvidia, Broadcom
Billionaire activist Dan Loeb ‘s Third Point LLC raised a stake in ASML Holding (NASDAQ: ASML ) in the second quarter. The investor more than doubled its stake in the semiconductor company, increasing it from 12,000 in the first quarter of 2026 to 30,000 as of June 30. Meanwhile, Third Point exited its entire stake in