David Tepper · quarter digest
What David Tepper did in Q1 2024
Appaloosa Management filed 2 moves in Q1 2024: 1 new, 1 add, 0 trim, 0 exit.
13F filed 2024-05-15. Manager quality score: q9. Philosophy: Distressed + macro. Go big when the setup is right.
New positions · 1
Fresh money
NEW·5.0% book·+19
“Tepper's first NVDA position.”
Adds · 1
Adding to conviction
ADD +8%·5.5% book·+5
“META add.”
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Current top holdings
David Tepper’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.