RESOLVING THE LEDGER
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Although earnings season is the crown jewel of each quarter for investors, Form 13F filings can be equally important. A 13F shows investors which stocks Wall Street's savviest money managers, such as Appaloosa's billionaire investment chief, David Tepper, bought and sold in the latest quarter .
Tepper oversees more than $7.7 billion in assets under management and has heavily weighted his portfolio toward artificial intelligence (AI) stocks , including the usual suspects, Nvidia (NASDAQ: NVDA) , Taiwan Semiconductor Manufacturing (NYSE: TSM) , and Amazon (NASDAQ: AMZN) . However, you might be surprised to learn that Appaloosa's boss kicked the hottest AI stock, Sandisk (NASDAQ: SNDK) , to the curb in the second quarter.
David Tepper has packed Appaloosa's investment portfolio with AI stocks. Image source: Getty Images.
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