Below is a summary of 2Q equity hedge fund holdings from June. 30 13F filings by several top funds, with some of the new, added, cut as well as exited positions for each; some stakes may have previously been reported in separate filings.
David Tepper Appaloosa Management Hedge Fund 13F filings
- Buys: AAPL, BABA, MYL
- Adds: GM, OC, JBLU, CBI, URI, BAC (+193%)
- Cuts: HCA, PCLN, WHR, GOOG, DAL, NXPI, HDS, UAL, EMN, MAS, USG, AXLL, KBR, RF(-41%)
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Baupost Group 13F filings
- Buys: Frontier Communications Corp., Biotie Therapies Corp., Sanchez Energy Corp.
- Adds: Cheniere Energy Inc., Pioneer Natural Resources, PBF Energy Inc., Keryx Biopharmaceuticals Inc., Atara Biotherapeutics Inc., SunEdison Semiconductor...

