David Tepper's Appaloosa top Q2

David Tepper’s Appaloosa Management, managing ~$6.45B, just filed its 13F for Q2’25

New: $INTC, $RTX, $IQV, $UAL, $DAL, $WHR, $GT, $MHK
Exit: $AAPL PUT, $AVGO, $EXEEL, $LVS, $SPYX PUT, $SMH PUT, $WYNN

Top Adds: $UNH, $NVDA, $TSM, $XYZ
Top Cuts: $BABA, $PDD, $FXI, $ORCL pic.twitter.com/ZwvGXrvzJl

— Wall St Engine (@wallstengine) August 14, 2025

Appaloosa Management David Tepper added $UNH

Second largest position lets gooo pic.twitter.com/kvJokn4o3A

— Bourbon Capital (@BourbonCap) August 14, 2025