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13F Portfolio · Q1 2026
David Tepper
Appaloosa Management · 49% top-10 concentration
Macro
Top 3 holdings
AMZNAMAZON COM INC15.2%
MUMICRON TECHNOLOGY INC9.5%
GOOGALPHABET INC8.4%
Closest replicating ETF:QQQ · overlap 238.5 · 5 shared
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