Four well-known billionaire investors increased their holdings in Lattice Semiconductor (LSCC) by over $600 million, while Druckenmiller liquidated his $30 million stake.
According to 13F filings disclosed on August 14, Steve Cohen's Point72, Daniel Sundheim's D1 Capital, Dmitry Balyasny's Balyasny Asset Management, and Israel Englander's Millennium Management funds significantly increased their stakes in semiconductor company Lattice Semiconductor (LSCC), with their combined holdings valued at over $600 million. Meanwhile, Stanley Druckenmiller's Duquesne Family Office completely exited its previous LSCC position, which was valued at approximately $30 million. These investor movements occurred after LSCC reported record Q2 revenue growth of 62% to $201 million and completed its $1 billion acquisition of AMI. The company's CEO stated that orders are largely booked through 2027.
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