1. David Tepper's 13F portfolio value increased from ~$6.18B to ~$6.73B, with the number of holdings rising from 35 to 36. 2. New stakes include Vistra Corp, NRG Energy, Las Vegas Sands, and Wynn Resorts, while United Parcel Service and Boeing were disposed of. 3. Significant stake increases were made in PDD Holdings, JD.com, and Lyft, while Alibaba, Amazon, Microsoft, and Meta Platforms saw reductions. 4. The top five positions—Alibaba, PDD Holdings, Amazon, Microsoft, and Meta Platforms—comprise ~47% of the portfolio.