APTV - David Tepper's Appaloosa takes new stakes in Salesforce Alibaba cuts Micron Amazon

• Appaloosa, founded by billionaire investor David Tepper, has taken new positions in Salesforce ( NYSE: CRM ), buying 200K shares, Alibaba ( BABA ), acquiring 100K shares, and Netflix ( NFLX ) with 50K shares during Q2, it disclosed in a 13F filing Monday.
• It also entered Constellation Energy ( CEG ) with 2.7M shares, Aptiv ( APTV ) with 250K shares, HCA Healthcare ( HCA ) with 75K shares and Caesars Entertainment ( CZR ) with 150K shares.
• The fund boosted its holdings in Kohl's ( NYSE: KSS ) to 1.87M shares from 700K shares, MPLX ( MPLX ) to 192.3K shares from 120.3K shares and Meta Platforms ( META ) to 1M shares from 890K shares.
• Among Appaloosa's stakes that were abandoned include Energy Select Sector SPDR ETF ( NYSEARCA: XLE ), SPDR S&P Oil & Gas Exploration & Production ETF ( XOP ), Goodyear Tire & Rubber ( GT ), Freeport-McMoRan ( FCX ) and Wynn Resorts ( WYNN ).
• The company reduced its positions in Micron Technology ( NASDAQ: MU ) to 575K shares from 2.1M shares, Occidental Petroleum ( OXY ) to 875K shares from 2.84M, and Amazon ( AMZN ) to 1.5M shares from 85K shares.
• In the first quarter, Appaloosa bumps up Uber stake, exits Alliance Data .

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