Lone Pine 13-F: Raises stake in ASML, Cuts TSM, Exits AVGO
SourceNewsquawk
SectionUS Equities
- New: Teradyne (TER), Corning (GLW), MasTec (MTZ), US Foods (USFD), Performance Food (PFGC)
- Raises: Carpenter Tech (CRS), ASML (ASML), Clean Harbors (CLH), Entegris (ENTG), Talen Energy (TLN)
- Cuts: KKR (KKR), TSMC (TSM), Vulcan Materials (VMC), Amphenol (APH), Brookfield (BAM)
- Exits: Broadcom (AVGO), Microsoft (MSFT), DoorDash (DASH), Amazon (AMZN), Philip Morris (PM)
- Top: Vistra (VST), ASML (ASML), Carpenter Tech (CRS), LPL Financial (LPLA), AppLovin (APP)