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ET - Tracking David Tepper's Appaloosa Management Portfolio - Q4 2019 Update
Energy Transfer LP
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 02/14/2020. 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 Q3 2019.
This quarter, Tepper’s 13F portfolio value increased from $3.41B to $3.98B. The number of holdings decreased from 24 to 22. The top five positions are Alphabet, Facebook, Amazon, Alibaba