AMZN - Tracking David Tepper's Appaloosa Management Portfolio - Q1 2019 Update
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 05/15/2019. 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 2018.
This quarter, Tepper’s 13F portfolio value increased ~72% from $2.02B to $3.49B. The number of holdings decreased from 23 to 22. The top-five individual stock positions are Micron Technology,