Third Point Exited Nvidia and Broadcom, Made New Bet on Warner Bros. Discovery in Second Quarter

Third Point Exited Nvidia and Broadcom, Made New Bet on Warner Bros. Discovery in Second Quarter

By Evie Liu
Publication Date: 2026-08-14 22:37:00

Third Point shifted away from some of the market’s biggest semiconductor winners in the second quarter—and put more money into a broader mix of media, financial, industrial, and technology companies, a 13-F filing shows.