1. David Tepper's Q2 2024 13F portfolio value decreased from ~$6.75B to ~$6.18B, with holdings reduced from 37 to 35. 2. Top five positions are Alibaba, Amazon, Microsoft, Meta, and Alphabet, comprising ~45% of the portfolio. 3. Significant stake increases in Adobe, iShares China Large Cap ETF, KraneShares China Internet, Lyft, JD, Uber, and UPS.