➀ KP Management LLC increased its stake in ASML Holding by 66.7% during the second quarter; ➁ The fund now owns 5,000 shares of ASML's stock, valued at $5,114,000; ➂ ASML makes up 1.8% of KP Management LLC's portfolio, its 21st largest holding; ➃ Several hedge funds and institutional investors have also modified their holdings in ASML; ➄ Analysts have provided price targets and ratings on ASML, with a consensus rating of 'Moderate Buy'; ➅ ASML Holding reported earnings per share of $4.01 for the quarter, exceeding estimates; ➆ The company increased its dividend by $0.538 per share, to $1.8732.
Recent #Stock Holdings news in the semiconductor industry
1. David Tepper's Q2 2024 13F portfolio value decreased from ~$6.75B to ~$6.18B, with holdings reduced from 37 to 35. 2. Top five positions are Alibaba, Amazon, Microsoft, Meta, and Alphabet, comprising ~45% of the portfolio. 3. Significant stake increases in Adobe, iShares China Large Cap ETF, KraneShares China Internet, Lyft, JD, Uber, and UPS.