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Sunday, August 23, 2026

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Stephen Mandel's Lone Pine drastically cuts stake in Taiwan Semiconductor (TSM) Davis Advisors slashes Applied Materials stake by 91%, harvesting gains Whale Rock Capital reveals new $757M stake in Astera Labs Viking Global Exits Alphabet (GOOGL) Stake Pzena Investment Management Slashes Nokia (NOK) Stake by 92% Viking Global exits T-Mobile stake valued at over $623M Viking Global Exits Apple, Sells $912M Stake Lone Pine Capital Exits $580M Stake in Talen Energy Stephen Mandel's Lone Pine Capital Discloses New $873.19M Stake in Applied Materials Cantillon Capital slashes Broadcom stake by 95% in Q2 Cantillon Capital slashes TSM stake by 95% amid broader portfolio reduction Cantillon Capital Reduces Applied Materials Stake by 97% Cantillon Capital Slashes Alphabet (GOOGL) Stake by 95% Brad Gerstner's Altimeter Capital discloses new $1.60B stake in AI chipmaker Cerebras David Tepper's Appaloosa Initiates $57M Stake in Broadcom (AVGO) Stephen Mandel's Lone Pine Capital Exits $930M Vistra Corp Stake Stephen Mandel's Lone Pine Reveals $512M Stake in TTM Technologies Terry Smith's Fundsmith Reduces Texas Instruments Stake by 31% Chuck Akre's Akre Capital Boosts ServiceNow (NOW) Stake by 14% David Tepper's Appaloosa initiates a new $107.33M stake in AI cloud company CoreWeave (CRWV) Activist Elliott Management Discloses New $101.48M Stake in Synopsys Terry Smith's Fundsmith starts $359M position in AppLovin amid strategy shift Terry Smith's Fundsmith Initiates New $145M Stake in Veeva Systems Terry Smith's Fundsmith Initiates a New $481.50M Position in GE Vernova (GEV) David Tepper's Appaloosa nearly doubles Baidu stake, refocusing China bet on AI David Tepper's Appaloosa Boosts Meta Platforms Stake by 55% Terry Smith's Fundsmith slashes Alphabet stake by 40% Chris Hohn's TCI Fund boosts Alphabet (GOOG) stake by 12% to $3.5B Xpeng Inc Q2 2026 Earnings Preview: What Analysts Expect on August 24, 2026 ValueAct Capital Slashes Roblox (RBLX) Stake by 46% Tuya Inc Q2 2026 Earnings Preview: What Analysts Expect on August 24, 2026 Jensen Trims Big Tech, Boosts KLA Stake in Quality-Focused Q2 Shuffle Steve Cohen's Point72 Exits $53M Position in Utility Emera Inc. Steve Cohen's Point72 drastically cuts stake in Western Digital (WDC)