David Tepper’s Appaloosa Management disclosed in an SEC filing its holdings as of June 30, 2024. The fund’s one exit during the second quarter was Norfolk Southern (NSC). Appaloosa increased its position in a number of holdings, including by size of previous position Lyft (LYFT), KraneShares CSI China Internet ETF (KWEB), iShares China Large-Cap ETF (FXI), Adobe (ADBE), and ASML (ASML). The fund reduced its stake in a number of holdings, including by size of previous position Nvidia (NVDA), Intel (INTC), Meta (META), AMD (AMD), and Microsoft (MSFT). Appaloosa’s top holdings as of June 30, in order of size, were Alibaba (BABA), Amazon (AMZN), Microsoft, Meta, and Alphabet Class C (GOOG).
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