Appaloosa 13-F: New stake in SNDK, Raises MU, Cuts BABA
SourceNewsquawk
SectionUS Equities
- New: Sandisk (SNDK)
- Raises: Amazon (AMZN), Uber (UBER), Vistra (VST), Micron (MU)
- Cuts: Alibaba (BABA), Microsoft (MSFT), Whirlpool (WHR), Meta (META), Qualcomm (QCOM)
- Exits: American Air (AAL), Owens Corning (OC), Mohawk Industries (MHK), Iqvia (IQV), United Airlines (UAL)
- Top: Amazon (AMZN), Micron (MU), Alphabet (GOOG), Uber (UBER), TSMC (TSM)