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- Ricky Sandler's Eminence Capital took new stakes in Sea Limited (NYSE:SE) with ~1.50M shares, Camping World Holdings (NYSE:CWH) with ~1.43M shares, and Advanced Micro Devices (NASDAQ:AMD) with 711K shares during Q4 2023, the hedge fund disclosed in its latest 13F filing.
- The firm closed out positions in E2open Parent Holdings (NYSE:ETWO), Peloton Interactive (NASDAQ:PTON), and Bausch + Lomb (NYSE:BLCO), among others.
- It added to its holding in SentinelOne (NYSE:S) to 5.43M shares from 2.86M; Corteva (NYSE:CTVA) to ~3.80M shares from 2.19M, and Manchester United (NYSE:MANU) to 4.87M shares from 4.24M.
- Holdings declined in Uber Technologies (NYSE:UBER) to ~2.39M shares from 4.07M; in Discover Financial (NYSE:DFS) to ~982K shares from 1.34M; and in KKR (NYSE:KKR) to ~892K shares from 2.17M, according to the 13F.
More on Advanced Micro Devices, Uber, etc.
- SentinelOne rises after BofA upgrades on industry tailwinds, improving macro
- AMD: I Am Not Ready To Pay Premium For The GPU Laggard
- AI semiconductor market is expected to surge to $119B by 2027 - Deutsche Bank Research
- Uber gains after setting aggressive three-year targets, adding buybacks to the mix