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Billionaire Investor Adds To ASML, Exits Rivals KLA and Lam — Plus Nvidia, Broadcom

Sep 14, 2026 · 03:24 PM ET· updated 46m ago
Billionaire Investor Adds To ASML, Exits Rivals KLA and Lam — Plus Nvidia, Broadcom

Dan Loeb’s Third Point more than doubled its ASML stake to 30,000 shares in the second quarter while exiting NVIDIA, Broadcom, KLA and Lam Research.

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Why It Matters

A smart investor bought a lot more ASML stock this quarter. He sold his shares in other chip companies, which shows he thinks ASML is the better choice right now.

This read is generated by AI from raw market data and is for education only. It is not financial advice, not a signal, and not a recommendation to buy or sell.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.

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