Daniel Loeb's Third Point disclosed a new position in Keysight Technologies (KEYS) valued at approximately $204.79 million, a 13F filing for the second quarter of 2026 revealed. This investment gives the fund a 4.38% weight in the electronic measurement company. As with all 13F filings, this report reflects trades made in the quarter ending June 30, 2026, and does not represent current holdings.
Earlier in the year, Loeb described Keysight as a "quality compounder emerging from a wireless cyclical downturn" and highlighted its position as a market leader in test equipment for research and development. This new stake aligns with Third Point's continued focus on the technology sector, particularly companies positioned to benefit from long-term trends in areas like data center networking and next-generation defense systems.