David Tepper · quarter digest
What David Tepper did in Q2 2024
Appaloosa Management filed 23 moves in Q2 2024: 0 new, 7 add, 16 trim, 0 exit.
13F filed 2024-08-14. Manager quality score: q9. Philosophy: Distressed + macro. Go big when the setup is right.
Adds · 7
Adding to conviction
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Trims · 16
Taking chips off
BABAALIBABA GROUP HLDG LTD
TRIM -7%·12.2% book·+33
AMZNAMAZON COM INC
TRIM -9%·10.9% book·−13
MSFTMICROSOFT CORP
TRIM -24%·8.6% book·+2
GOOGALPHABET INC
TRIM -7%·5.7% book·−13
ORCLORACLE CORP
TRIM -13%·4.6% book·−13
PDDPDD HOLDINGS INC
TRIM -8%·4.2% book·−12
AMDADVANCED MICRO DEVICES INC
TRIM -16%·3.6% book·−6
FEDEXFEDEX CORP
TRIM -8%·2.7% book·−7
QCOMQUALCOMM INC
TRIM -15%·2.7% book·−10
BAIDUBAIDU INC
TRIM -7%·2.3% book·−6
UNHUNITEDHEALTH GROUP INC
TRIM -7%·1.5% book·−4
INTCINTEL CORP
TRIM -26%·1.4% book·−12
TSMTAIWAN SEMICONDUCTOR MFG LTD
TRIM -8%·1.3% book·+7
EQTEQT CORP
TRIM -8%·1.1% book·−11
MACYSMACYS INC
TRIM -10%·0.4% book·−7
MPLXMPLX LP
TRIM -7%·0.4% book·+2
Current top holdings
David Tepper’s book, latest snapshot
Other quarters for David Tepper
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.