大卫·泰珀
David TepperAppaloosa Management13F · 15 May 2026
持仓 31前十集中度 74%本季新建/加仓 9减持/清仓 22
115.2%加仓29.5%加仓38.4%减持47.7%加仓57.6%加仓67.3%减持75.1%加仓85.0%加仓94.3%减持104.3%加仓114.2%减持123.0%新建仓132.6%减持141.8%减持151.6%减持161.4%减持171.3%加仓181.1%减持191.1%减持201.1%减持211.1%减持220.8%减持230.8%减持240.7%减持250.6%减持260.6%减持270.5%减持280.5%减持290.5%减持300.4%减持310.1%减持
AMZNAmazon.com Inc.均 69
MUMicron Technology Inc.均 51
GOOGAlphabet Inc. CL C均 73
UBERUber Technologies Inc.均 63
TSMTaiwan Semiconductor S.A.均 78
BABAAlibaba Group Holdings均 65
VSTVistra Corp.均 54
EWYiShares MSCI South Korea ETF
NVDANVIDIA Corp.均 66
NRGNRG Energy Inc.均 60
METAMeta Platforms Inc.均 71
SNDKSanDisk Corp.均 45
GLWCorning Inc.均 73
WHRWhirlpool Corp.均 30
PDDPinduoduo Inc.均 52
LRCXLam Research均 69
BIDUBaidu Inc.均 45
LHXL3Harris Technologies Inc.均 71
RTXRTX Corp.均 68
ASMLASML Holding NV均 73
QCOMQUALCOMM Inc.均 59
BALLBall Corp.均 50
AMDAdvanced Micro Devices均 51
JDJD.com Inc.均 56
LYFTLyft Inc.均 46
MSFTMicrosoft Corp.均 70
KWEBKraneshares Csi China Intern
ETEnergy Transfer LP
MPLXMPLX LP
UNHUnited Health Group Inc.均 52
DBDeutsche Bank AG均 43
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。