David Tepper · quarter digest
What David Tepper did in Q2 2025
Appaloosa Management filed 25 moves in Q2 2025: 3 new, 6 add, 12 trim, 4 exit.
13F filed 2025-08-14. Manager quality score: q9. Philosophy: Distressed + macro. Go big when the setup is right.
New positions · 3
Fresh money
INTCINTEL CORP
NEW·2.8% book·+2
IQVIQVIA HLDGS INC
NEW·0.7% book·−12
DALDELTA AIR LINES INC DEL
NEW·0.4% book·−12
Adds · 6
Adding to conviction
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Remove with Pro →Trims · 12
Taking chips off
BABAALIBABA GROUP HLDG LTD
TRIM -23%·12.4% book·+25
VSTVISTRA CORP
TRIM -22%·5.4% book·+1
METAMETA PLATFORMS INC
TRIM -27%·4.6% book·+3
GOOGALPHABET INC
TRIM -25%·4.1% book·−1
UBERUBER TECHNOLOGIES INC
TRIM -14%·4.0% book·+16
JDJD.COM INC
TRIM -13%·3.5% book·+9
PDDPDD HOLDINGS INC
TRIM -54%·3.2% book·−16
LYFTLYFT INC
TRIM -11%·2.0% book·−17
BAIDUBAIDU INC
TRIM -19%·0.8% book·+2
IVVISHARES TR
TRIM -82%·0.6% book·−19
LRCXLAM RESEARCH CORP
TRIM -20%·0.6% book·−5
ORCLORACLE CORP
TRIM -79%·0.5% book·−11
Exits · 4
Closed positions
Current top holdings
David Tepper’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.