DT
David Tepper (Appaloosa) disclosed reduced in ADOBE INC
David Tepper (Appaloosa) filed a 13F change in ADOBE INC (00724F101) on 2024-11-14, covering period end 2024-09-30.
Action
Reduced
Capital
$103,556,000 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
41 changes from David Tepper (Appaloosa), filed 2024-11-14 for period end 2024-09-30.
$6.7B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
722304102 PDD HOLDINGS INC | Increased | $456.7M | $714.6M | 6.78% |
01609W102 ALIBABA GROUP HLDG LTD | Increased | $305.2M | $1.1B | 4.53% |
47215P106 JD.COM INC | Increased | $180.6M | $292.0M | 2.68% |
92840M102 VISTRA CORP | New | $150.6M | $150.6M | 2.24% |
30303M102 META PLATFORMS INC | Reduced | -$113.7M | $357.8M | 1.69% |
594918104 MICROSOFT CORP | Reduced | -$110.6M | $417.4M | 1.64% |
00724F101 ADOBE INC | Reduced | -$96.4M | $103.6M | 1.43% |
629377508 NRG ENERGY INC | New | $91.1M | $91.1M | 1.35% |
55087P104 LYFT INC | Increased | $88.6M | $200.8M | 1.32% |
911312106 UNITED PARCEL SERVICE INC | Sold out | -$82.8M | $0 | 1.23% |
517834107 LAS VEGAS SANDS CORP | New | $76.9M | $76.9M | 1.14% |
983134107 WYNN RESORTS LTD | New | $76.7M | $76.7M | 1.14% |
23135106 AMAZON COM INC | Reduced | -$75.3M | $596.3M | 1.12% |
31428X106 FEDEX CORP | Reduced | -$62.3M | $102.6M | 0.93% |
595112103 MICRON TECHNOLOGY INC | Reduced | -$45.7M | $108.9M | 0.68% |
02079K107 ALPHABET INC | Reduced | -$38.4M | $314.6M | 0.57% |
97023105 BOEING CO | Sold out | -$38.2M | $0 | 0.57% |
7903107 ADVANCED MICRO DEVICES INC | Reduced | -$36.0M | $186.2M | 0.53% |
512807108 LAM RESEARCH CORP | Reduced | -$34.5M | $81.6M | 0.51% |
747525103 QUALCOMM INC | Reduced | -$31.3M | $136.0M | 0.46% |
458140100 INTEL CORP | Reduced | -$27.4M | $58.6M | 0.41% |
N07059210 ASML HOLDING N V | Reduced | -$24.9M | $64.6M | 0.37% |
55616P104 MACYS INC | Sold out | -$24.3M | $0 | 0.36% |
29273V100 ENERGY TRANSFER L P | Reduced | -$15.4M | $109.6M | 0.23% |
68389X105 ORACLE CORP | Reduced | -$14.3M | $268.1M | 0.21% |
482497104 KE HLDGS INC | Increased | $13.8M | $43.3M | 0.21% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Reduced | -$10.5M | $69.5M | 0.16% |
03674X106 ANTERO RESOURCES CORP | Reduced | -$10.4M | $50.0M | 0.15% |
67066G104 NVIDIA CORPORATION | Reduced | -$9.3M | $75.9M | 0.14% |
91324P102 UNITEDHEALTH GROUP INC | Increased | $7.8M | $102.0M | 0.12% |
500767306 KRANESHARES TRUST | Increased | $6.8M | $128.1M | 0.10% |
56752108 BAIDU INC | Increased | $6.0M | $150.0M | 0.09% |
464287184 ISHARES TR | Increased | $5.1M | $185.4M | 0.08% |
26884L109 EQT CORP | Reduced | -$4.7M | $65.8M | 0.07% |
90353T100 UBER TECHNOLOGIES INC | Reduced | -$3.0M | $106.0M | 0.05% |
12769G100 CAESARS ENTERTAINMENT INC NE | Increased | $2.3M | $89.7M | 0.03% |
165167735 CHESAPEAKE ENERGY CORP | Reduced | -$1.9M | $13.6M | 0.03% |
165167180 CHESAPEAKE ENERGY CORP | Increased | $567,000 | $9.9M | 0.01% |
165167172 CHESAPEAKE ENERGY CORP | Reduced | -$488,750 | $17.4M | 0.01% |
55336V100 MPLX LP | Reduced | -$323,675 | $25.7M | 0.00% |
845467109 SOUTHWESTRERN ENERGY CO | Reduced | -$161,400 | $29.7M | 0.00% |