whalstreet

David TeppervsDuan Yongping

Side-by-side current 13F portfolio comparison · 7 shared positions
Whale A
David Tepper
Appaloosa LP
AUM
$6.9B
Positions
38
Shared %
35.9%
Whale B
Duan Yongping
H&H International Investment, LLC
AUM
$17.5B
Positions
14
Shared %
25.2%
Common holdings · 7
Stocks both whales currently hold — sorted by combined value
StockDavid weightDuan weightDavid valueDuan value
NVDA · Nvidia Corp.4.6%7.7%$317M$1.3B
PDD · Pdd Holdings Inc.2.9%7.5%$201M$1.3B
GOOG · Alphabet Inc.8.1%3.3%$561M$582M
BABA · Alibaba Group Holding Limited10.9%2.1%$753M$375M
TSM · Taiwan Semiconductor Mfg Ltd.5.0%2.1%$343M$372M
MSFT · Microsoft Corp.3.5%2.4%$242M$415M
ASML · Asml Holding N.V.1.0%0.1%$67M$11M
Unique to David Tepper
Top 10 by value held — not in the other's portfolio
StockWeightValue
AMZN · Amazon Com Inc.7.3%$503M
MU · Micron Technology Inc.7.2%$499M
META · Meta Platforms, Inc.5.7%$396M
WHR · Whirlpool Corp.4.1%$282M
NRG · Nrg Energy Inc.3.8%$261M
AAL · American Airls Group Inc.3.1%$217M
QCOM · Qualcomm Inc.2.8%$196M
464286772 · Ishares Inc.2.6%$182M
500767306 · Kraneshares Trust2.3%$162M
VST · Vistra Corp.2.2%$152M
Unique to Duan Yongping
Top 10 by value held — not in the other's portfolio
StockWeightValue
AAPL · Apple Inc.50.3%$8.8B
BRK-B · Berkshire Hathaway Inc. Del20.6%$3.6B
674599105 · Occidental Pete Corp.3.1%$542M
DIS · Disney Walt Co.0.5%$81M
CRWV · Coreweave Inc.0.1%$21M
CRDO · Credo Technology Group Holdi0.1%$20M
TEM · Tempus Ai Inc.0.0%$6M
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★ WatchlistData from SEC EDGAR · whalstreet.com