David Tepper acquired 150k Oracle shares worth $33.5M. That's 0.49% of their equity portfolio (32nd largest holding). The first Oracle trade was made in Q4 2005. Since then David Tepper bought shares ten more times and sold shares on sixteen occasions. The stake costed the investor $16.7M, netting the investor a gain of 100% so far.
Appaloosa reduced its positions in chipmakers AMD, Qualcomm, TSMC and Intel, while boosting its holdings of Alibaba and Amazon, and initiating large position...