Appaloosa's David Tepper went all in during the second quarter. He increased long exposure in 22 of his top 25 positions!
- $NVDA, increased stake by 580%
- $META, increased 114%
- $MSFT, increased 376%
- $AMZN, increased 58%
- $BABA, increased 4,375%
13F AUM of $5.38 billion with an average 13F holding period of 6.21 quarters.
Top 25 Positions: