1. Generation Investment Management's 13F portfolio value reached $21.41B, with top holdings in Microsoft, Amazon, Becton, Dickinson, MercadoLibre, and Thermo Fisher Scientific. 2. New investments include Agilent Technologies and Visa, while 10x Genomics, Baxter International, and Carlisle Companies were divested this quarter. 3. Significant increases in stakes for Becton, Dickinson, Charles Schwab, Trimble Inc., and Nutanix, with notable decreases in Microsoft, Amazon, MercadoLibre, and Thermo Fisher Scientific.
Recent #Financial Update news in the semiconductor industry
1. ASM International NV reported share buyback transactions from July 1 to July 5, 2024. 2. A total of 3,350 shares were repurchased at an average price of €716.16, amounting to €2,399,144. 3. These repurchases are part of a €150 million share buyback program, of which 41.0% has been completed.