David Tepper · quarter digest
What David Tepper did in Q3 2025
Appaloosa Management filed 3 moves in Q3 2025: 1 new, 2 add, 0 trim, 0 exit.
13F filed 2025-11-14. Manager quality score: q9. Philosophy: Distressed + macro. Go big when the setup is right.
New positions · 1
Fresh money
NEW·4.2% book·+39
“New Alibaba position — China contrarian.”
Adds · 2
Adding to conviction
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Current top holdings
David Tepper’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.