Appaloosa (David Tepper) discloses updated portfolio positions in 13F filing: Increased MU MSFT holdings, Exited QCOM AVGO
Highlights from 2020 Q3 filing as compared to Q2 2020:
- Increased positions in: ET (to ~18.97 mln shares from ~15.12 mln shares), MU (to ~12.25 mln from ~9.35 mln), MSFT (to ~0.3 mln from ~0.28 mln)
- Closed positions in: VST (from ~1.12 mln shares), QCOM (from ~0.52 mln), AVGO (from ~0.2 mln), TSLA (from ~0.04 mln), HUM (from ~0.01 mln)
- Decreased positions in: T (to ~4.63 mln shares from ~9.08 mln shares), BABA (to ~2.22 mln from ~3.38 mln), WFC (to ~0.88 mln from ~1.9 mln), TWTR (to ~4.66 mln from ~5.55 mln), TMUS (to ~5.22 mln from ~5.9 mln), MO (to ~0.93 mln from ~1.55 mln), SYY (to ~1.28 mln from ~1.88 mln), FB (to ~1.77 mln from ~2.23 mln), GT (to ~4.55 mln from ~5 mln), WES (to ~0.71 mln from ~1.08 mln), TEN (to ~0.76 mln from ~1.1 mln), DIS (to ~0.88 mln from ~1.2 mln), PYPL (to ~0.61 mln from ~0.87 mln), AMLP (to ~0.91 mln from ~1.12 mln), EMR (to ~1.23 mln from ~1.4 mln), BSX (to ~0.79 mln from ~0.95 mln), V (to ~0.68 mln from ~0.84 mln), ENBL (to ~0.31 mln from ~0.46 mln), SQ (to ~0.28 mln from ~0.4 mln)