AAPLMSFTGOOGLMETANVDABRK-BAMZNJPMBACKOCVXOXYAXPCMGV
HoldLens
David Tepper · quarter digest

What David Tepper did in Q3 2024

Appaloosa Management filed 2 moves in Q3 2024: 0 new, 2 add, 0 trim, 0 exit.

13F filed 2024-11-14. Manager quality score: q9. Philosophy: Distressed + macro. Go big when the setup is right.

Adds · 2

Adding to conviction

ADD +18%·7.5% book·+5

Building META.

ADD +25%·7.0% book·+19

NVDA buildup.

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Current top holdings

David Tepper’s book, latest snapshot

#TickerWeight
1NVDA
NVIDIA
10.2%
2META
Meta Platforms
9.1%
3GOOGL
Alphabet Class A
7.8%
4AMZN
Amazon
6.4%
5MSFT
Microsoft
5.9%
6BABA
Alibaba
5.4%
7UBER
Uber
4.1%

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.