Third Point LLC Q2 2024 13F Shows New Positions Include 1.95M Apple Shares, 2.8M Amphenol Shares, 2.1M KB Home Shares, 1.37M Live Nation Shares, 275K Micron Shares, 240K Roper Technologies Shares, 150K MSCI Shares, 150K Dynatrace Shares, 80K ASML Shares, 650K CRH Shares, And 625K Hess Shares
Portfolio Pulse from Benzinga Newsdesk
Third Point LLC's Q2 2024 13F filing reveals new positions in several companies, including 1.95M Apple shares, 2.8M Amphenol shares, 2.1M KB Home shares, 1.37M Live Nation shares, 275K Micron shares, 240K Roper Technologies shares, 150K MSCI shares, 150K Dynatrace shares, 80K ASML shares, 650K CRH shares, and 625K Hess shares.
August 14, 2024 | 8:38 pm
News sentiment analysis
Sort by:
Ascending
POSITIVE IMPACT
Third Point LLC has acquired 1.95 million shares of Apple, indicating confidence in the company's future performance.
The acquisition of a significant number of Apple shares by a prominent hedge fund like Third Point LLC is a strong positive signal for the stock, likely boosting investor confidence and short-term stock price.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Third Point LLC has acquired 2.8 million shares of Amphenol, suggesting a positive outlook on the company's prospects.
The purchase of a large number of Amphenol shares by Third Point LLC is likely to be seen as a vote of confidence in the company's future, potentially driving short-term stock price gains.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Third Point LLC has acquired 80K shares of ASML, indicating a positive outlook on the company's prospects.
The purchase of a large number of ASML shares by Third Point LLC is likely to be seen as a vote of confidence in the company's future, potentially driving short-term stock price gains.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Third Point LLC has acquired 650K shares of CRH, indicating confidence in the company's future performance.
The acquisition of a significant number of CRH shares by Third Point LLC is a positive signal for the stock, likely boosting investor confidence and short-term stock price.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 100
POSITIVE IMPACT
Third Point LLC has acquired 150K shares of Dynatrace, indicating confidence in the company's future performance.
The acquisition of a significant number of Dynatrace shares by Third Point LLC is a positive signal for the stock, likely boosting investor confidence and short-term stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 100
POSITIVE IMPACT
Third Point LLC has acquired 625K shares of Hess, indicating a positive outlook on the company's prospects.
The purchase of a large number of Hess shares by Third Point LLC is likely to be seen as a vote of confidence in the company's future, potentially driving short-term stock price gains.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Third Point LLC has acquired 2.1 million shares of KB Home, indicating a positive view on the homebuilder's future.
The acquisition of a significant number of KB Home shares by Third Point LLC suggests a positive outlook on the homebuilder's future, likely boosting short-term stock price.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 100
POSITIVE IMPACT
Third Point LLC has acquired 1.37 million shares of Live Nation, indicating confidence in the company's future performance.
The acquisition of a significant number of Live Nation shares by Third Point LLC is a positive signal for the stock, likely boosting investor confidence and short-term stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 100
POSITIVE IMPACT
Third Point LLC has acquired 150K shares of MSCI, indicating a positive outlook on the company's prospects.
The purchase of a large number of MSCI shares by Third Point LLC is likely to be seen as a vote of confidence in the company's future, potentially driving short-term stock price gains.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 100
POSITIVE IMPACT
Third Point LLC has acquired 275K shares of Micron, indicating a positive outlook on the company's prospects.
The purchase of a large number of Micron shares by Third Point LLC is likely to be seen as a vote of confidence in the company's future, potentially driving short-term stock price gains.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Third Point LLC has acquired 240K shares of Roper Technologies, indicating confidence in the company's future performance.
The acquisition of a significant number of Roper Technologies shares by Third Point LLC is a positive signal for the stock, likely boosting investor confidence and short-term stock price.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 100