Dan Loeb's Third Point wagers on Nvidia, Amazon, Uber with new positions

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Dan Loeb's Third Point wagers on Nvidia, Amazon, Uber with new positions
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Dan Loeb's Third Point LLC built new positions in Uber Technologies Inc., Amazon.com Inc. and Nvidia Corp. during the latest quarter.

Dan Loeb’s Third Point LLC built new positions in Uber Technologies Inc., Amazon.com Inc. and Nvidia Corp. during the latest quarter.

All... Dan Loeb’s Third Point LLC built new positions in Uber Technologies Inc., Amazon.com Inc. and Nvidia Corp. during the latest quarter. All three were new positions for Third Point relative to the first quarter. The Uber stake was worth $120 million based on closing levels as of the end of the second quarter, while the Amazon position was worth $535 million then and the Nvidia position was worth $212 million.Loeb’s entity also built fresh positions in Fidelity National Information Services Inc. FIS , with the purchase of 300,000 shares, as well as Taiwan Semiconductor Manufacturing Co. Ltd. TSM , with the purchase of 2.

Third Point boosted its holdings of Advanced Micro Devices Inc. AMD by 20% to 1.2 million shares, which were worth $136.7 million as of the quarter’s end. Loeb’s investment company also increased its Alibaba Group Holding Ltd. BABA position by 122% to 2.95 million shares that were worth $245.9 million as of the end of the period.

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