According to the latest Q2 13F filings, major hedge funds such as David Tepper's Appaloosa, Dan Loeb's Third Point, and Stanley Druckenmiller's Duquesne Family Office significantly adjusted their semiconductor holdings. Appaloosa increased its TSMC holdings by 322,500 shares, Third Point by 185,000 shares, and Duquesne Family Office by 94,400 shares, totaling over 600,000 shares of TSMC combined. Meanwhile, Third Point and Duquesne Family Office both completely exited Broadcom, selling 50,000 shares and 195,955 shares respectively, totaling over 240,000 shares divested. Druckenmiller's Duquesne Family Office also exited Intel and Micron, and established new positions in Lam Research, AMD, and Entegris. Dan Loeb's Third Point exited NVIDIA, Lam Research, and KLA, while increasing its holdings in ASML.