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The money manager reported a 4.1 million share stake in Amazon as of the end of June, a 2.78M share stake in Uber, and a 2.45M share stake in Taiwan Semi. Other new positions include Option Care Health (NASDAQ:OPCH), Fidelity National Information Services, Nvidia (NASDAQ:NVDA), and Activision Blizzard (NASDAQ:ATVI), among others.
The filing reflects holdings as of the end of the second quarter, and the comparison is to the end of the first. Positions could have changed since the end of June.
Third Point reported no position in Salesforce Inc (NYSE:CRM) (down from 800,000 shares), and UnitedHealth Group Incorporated (NYSE:UNH) (from about 340,000 shares), along with other exited stakes. It reported a lower stake in Alphabet Inc Class A (NASDAQ:GOOGL) (to 1.43M from 4.75M shares), among other stake reductions.
