What David Tepper bought and sold in Q2 2025
In Q2 2025, David Tepper (Appaloosa LP) opened 8 new positions — including INTC (2.8%), RTX (1.3%), IQV (0.7%), added to 5, trimmed 9, exited 5 (WYNN, LVS, AVGO). The book stood at $6.45B across 38 positions, filed Aug 14, 2025.
8New5Added9Trimmed5Exited
New positions (8)
Added to (5)
Trimmed (9)
- BABAAlibaba Group Holding-sp Adr-23% shares · 12.4% · $801M
- VSTVistra Corp-22% shares · 5.4% · $349M
- METAMeta Platforms Inc-class A-27% shares · 4.6% · $295M
- GOOGAlphabet Inc-cl C-25% shares · 4.1% · $266M
- PDDPdd Holdings Inc-54% shares · 3.2% · $209M
- LRCXLam Research Corp-20% shares · 0.6% · $39M
- FXIIshares China Large-cap Etf-82% shares · 0.6% · $37M
- ORCLOracle Corp-79% shares · 0.5% · $33M
- BEKEKE Holdings Inc-adr-21% shares · 0.4% · $27M
Exited (5)
- WYNNWynn Resorts Ltdwas 0.5% of book
- LVSLas Vegas Sands Corpwas 0.4% of book
- AVGOBroadcom Incwas 0.4% of book
- EXEEZChesapeake Energy -cw26was 0.2% of book
- EXEELChesapeake Energy Corp -cw26was 0.1% of book
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.