whalstreet

David TeppervsDennis Hong

Side-by-side current 13F portfolio comparison · 2 shared positions
Whale A
David Tepper
Appaloosa LP
AUM
$6.9B
Positions
38
Shared %
18.1%
Whale B
Dennis Hong
Shawspring Partners LLC
AUM
$531M
Positions
11
Shared %
15.6%
Common holdings · 2
Stocks both whales currently hold — sorted by combined value
StockDavid weightDennis weightDavid valueDennis value
BABA · Alibaba Group Holding Limited10.9%10.4%$753M$55M
AMZN · Amazon Com Inc.7.3%5.1%$503M$27M
Unique to David Tepper
Top 10 by value held — not in the other's portfolio
StockWeightValue
GOOG · Alphabet Inc.8.1%$561M
MU · Micron Technology Inc.7.2%$499M
META · Meta Platforms, Inc.5.7%$396M
TSM · Taiwan Semiconductor Mfg Ltd.5.0%$343M
NVDA · Nvidia Corp.4.6%$317M
WHR · Whirlpool Corp.4.1%$282M
NRG · Nrg Energy Inc.3.8%$261M
MSFT · Microsoft Corp.3.5%$242M
AAL · American Airls Group Inc.3.1%$217M
PDD · Pdd Holdings Inc.2.9%$201M
Unique to Dennis Hong
Top 10 by value held — not in the other's portfolio
StockWeightValue
OKTA · Okta Inc.14.4%$76M
FOUR · Shift4 Pmts Inc.13.6%$72M
CSGP · Costar Group Inc.12.1%$64M
BRZE · Braze Inc.9.5%$51M
PCOR · Procore Technologies Inc.9.3%$50M
MNDY · Monday Com Ltd.7.1%$37M
FWONA · Liberty Media Corp. Del6.9%$37M
INTU · Intuit6.3%$34M
BLND · Blend Labs Inc.5.2%$27M
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★ WatchlistData from SEC EDGAR · whalstreet.com