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Billionaire David Tepper Shifts Portfolio: Exits Broadcom, Boosts Healthcare Stake

Billionaire David Tepper Shifts Portfolio: Exits Broadcom, Boosts Healthcare Stake

Author:

Global Cryptocurrency

Published:

2025-10-16 14:43:01

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BTCCSquare news:

David Tepper's Appaloosa Management made significant portfolio adjustments in Q2, liquidating its Broadcom position while dramatically increasing exposure to a controversial healthcare stock. The moves highlight Tepper's signature strategy blending high-growth AI plays with deep-value opportunities.

13F filings reveal Tepper's active quarter: eight new positions initiated, nine existing holdings expanded, eight positions reduced, and sixteen securities completely exited. The Broadcom exit and healthcare bet represent particularly bold contrarian moves amid current market conditions.

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