David Tepper’s Appaloosa Management disclosed in an SEC filing its holdings as of September 30, 2020. Appaloosa exited six positions during the third quarter, including by size of previous position, Broadcom (AVGO), Qualcomm (QCOM), Vistra (VST), Tesla (TSLA), and Humana (HUM). Appaloosa increased its stake in four holdings, by size of previous position, PG&E (PCG), Micron (MU), Microsoft (MSFT), and Energy Transfer LP (ET). Appaloosa reduced its stake in 27 holdings, including by size of previous position, Amazon (AMZN), AT&T (T), Alphabet (GOOG), Alibaba (BABA), and Facebook (FB). Appaloosa’s top holdings as of September 30, in order of size, were PG&E, Alibaba, T-Mobile US (TMUS), Micron, and Facebook.
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