What David Tepper bought and sold in Q1 2025
In Q1 2025, David Tepper (Appaloosa LP) opened 4 new positions — including DB (1.6%), LHX (1.1%), AVGO (0.4%), added to 1, trimmed 16, exited 6 (AMD, FDX, EQT). The book stood at $5.57B across 35 positions, filed May 15, 2025.
4New1Added16Trimmed6Exited
New positions (4)
Added to (1)
Trimmed (16)
- BABAAlibaba Group Holding-sp Adr-22% shares · 21.9% · $1.22B
- JDJd.com Inc-adr-23% shares · 5.9% · $331M
- MSFTMicrosoft Corp-47% shares · 3.4% · $191M
- LYFTLyft Inc-a-33% shares · 1.9% · $107M
- ORCLOracle Corp-50% shares · 1.8% · $98M
- BIDUBaidu Inc - Spon Adr-49% shares · 1.3% · $71M
- QCOMQualcomm Inc-56% shares · 1.0% · $54M
- ASMLAsml Holding N V-56% shares · 0.8% · $46M
- BEKEKE Holdings Inc-adr-26% shares · 0.7% · $38M
- LRCXLam Research Corp-60% shares · 0.7% · $36M
- MUMicron Technology Inc-67% shares · 0.6% · $35M
- NVDANvidia Corp-56% shares · 0.6% · $33M
- WYNNWynn Resorts Ltd-36% shares · 0.5% · $27M
- LVSLas Vegas Sands Corp-34% shares · 0.4% · $23M
- EXEEZChesapeake Energy -cw26-53% shares · 0.2% · $12M
- EXEELChesapeake Energy Corp -cw26-56% shares · 0.1% · $6M
Exited (6)
David Tepper's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.