ET - Tracking David Tepper's Appaloosa Management Portfolio - Q1 2024 Update
2024-06-14 01:02:38 ET
Summary
- Tepper's 13F portfolio value increased to ~$6.75B with 37 holdings, top positions in Alibaba, Amazon.com, Microsoft, Meta Platforms, and Nvidia.
- New stakes in Adobe, iShares China Large Cap ETF, Boeing, JD, KraneShares China Internet, and Lyft.
- Stake increases in Alibaba, Oracle, PDD Holdings, Baidu, Caesars Entertainment, and United Parcel Service.
This article is part of a series that provides an ongoing analysis of the changes made to David Tepper's 13F portfolio on a quarterly basis. It is based on Appaloosa Management's regulatory 13F Form filed on 5/15/2024. Please visit our Tracking David Tepper's Appaloosa Management Portfolio series to get an idea of his investment philosophy and our previous update for the fund's moves during Q4 2023....
Tracking David Tepper's Appaloosa Management Portfolio - Q1 2024 Update