AAPLMSFTGOOGLMETANVDABRK-BAMZNJPMBACKOCVXOXYAXPCMGV
HoldLens
David Tepper · quarter digest

What David Tepper did in Q2 2025

Appaloosa Management filed 0 moves in Q2 2025: 0 new, 0 add, 0 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q9. Philosophy: Distressed + macro. Go big when the setup is right.

No moves recorded for David Tepper in Q2 2025. Either the archive doesn’t cover this filing, or the manager was inactive this quarter.
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.