whalstreet

David TeppervsMairs and Power

Side-by-side current 13F portfolio comparison · 12 shared positions
Whale A
David Tepper
Appaloosa LP
AUM
$6.9B
Positions
38
Shared %
43.5%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
35.8%
Common holdings · 12
Stocks both whales currently hold — sorted by combined value
StockDavid weightMairs weightDavid valueMairs value
NVDA · Nvidia Corp.4.6%8.9%$317M$923M
MSFT · Microsoft Corp.3.5%8.9%$242M$925M
AMZN · Amazon Com Inc.7.3%5.8%$503M$598M
GOOG · Alphabet Inc.8.1%5.1%$561M$533M
META · Meta Platforms, Inc.5.7%2.0%$396M$209M
TSM · Taiwan Semiconductor Mfg Ltd.5.0%1.4%$343M$148M
UNH · Unitedhealth Group Inc.1.0%2.6%$66M$274M
QCOM · Qualcomm Inc.2.8%0.9%$196M$94M
GLW · Corning Inc.2.0%0.1%$137M$8M
RTX · Rtx Corp.1.3%0.0%$92M$2M
LHX · L3harris Technologies Inc.1.3%0.0%$87M$303K
AMD · Advanced Micro Devices Inc.1.0%0.0%$70M$431K
Unique to David Tepper
Top 10 by value held — not in the other's portfolio
StockWeightValue
BABA · Alibaba Group Holding Limited10.9%$753M
MU · Micron Technology Inc.7.2%$499M
WHR · Whirlpool Corp.4.1%$282M
NRG · Nrg Energy Inc.3.8%$261M
AAL · American Airls Group Inc.3.1%$217M
PDD · Pdd Holdings Inc.2.9%$201M
464286772 · Ishares Inc.2.6%$182M
500767306 · Kraneshares Trust2.3%$162M
VST · Vistra Corp.2.2%$152M
UBER · Uber Technologies Inc.2.2%$151M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
JPM · Jpmorgan Chase & Co.4.0%$411M
LLY · Eli Lilly & Co.3.6%$371M
AAPL · Apple Inc.3.2%$331M
GGG · Graco Inc.3.1%$320M
V · Visa, Inc.2.7%$281M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
ECL · Ecolab Inc.1.9%$202M
MSI · Motorola Solutions Inc.1.9%$201M
WEC · Wec Energy Group Inc.1.9%$201M
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
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★ WatchlistData from SEC EDGAR · whalstreet.com