Coatue expands positions in NFLX, AMZN and cuts in GOOGL, META, among other Q4 moves
Coatue Management, the technology-focused investment firm led by founder and portfolio manager Philippe Laffont, made...
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3G Capital adds Amazon, exits Broadcom, ups stake in Meta, cuts in Alphabet among Q4 trades
3G Capital Partners initiated a new position in Amazon.com (AMZN) with the acquisition of 130K shares as part of the fund's...
ValueAct Capital adds positions in RKT, TOST, while cutting DIS and NSIT, among other Q4 moves
ValueAct Capital, a San Francisco-based investment management firm with about $10 billion in assets under management, made...
Eminence Capital cuts stake in Advanced Micro Devices, Amazon, adds to Meta, Salesforce in Q4
Ricky Sandler's Eminence Capital reduced its position in Advanced Micro Devices (AMD) and Amazon.com (AMZN), and raised its...
Eli Lilly in licensing deal with CSL for clazakizumab
Eli Lilly (LLY) will pay Australian biopharma CSL (CSLLY) $100M for a license to explore additional indications for the...
Appaloosa trims stake in Nvidia, increases position in American Airlines in Q4 moves
Appaloosa Management trimmed its stake in Nvidia (NVDA) and Advanced Micro Devices (AMD) while piling up shares in American...
Corvex Management exits CCL, DLTR, raises stakes in VSTS, DIS, ORCL among Q4 moves
Corvex Management exited Carnival (CCL), Dollar Tree (DLTR), Heidrick & Struggles International (HSII), and MDU...
Pershing Square opens new Meta Platforms stake, exits Chipotle, boosts Amazon
Bill Ackman's Pershing Square Capital Management took a new position in Meta Platforms (META), with 2.67M shares, during the...
Nvidia announces multi-year partnership with Meta to expand AI infrastructure
Nvidia (NVDA) on Tuesday announced a wide-ranging, multi-year partnership with Meta (META) that will see the Mark...
Stanley Druckenmiller’s Duquesne initiates position in Goldman Sachs, exits Meta in Q4
Stanley Druckenmiller's Duquesne Family Office initiated a position in Goldman Sachs (GS) and exited Meta Platforms (META)...