Hua Er Jie Jian Wen·2025-08-15 01:09Group 1 - Hedge fund manager David Tepper increased his stake in UnitedHealth Group by 2.3 million shares, bringing the total value to $764 million, which now represents 11.9% of his portfolio [1][3] - UnitedHealth's stock price fell approximately 40% during the second quarter, making it one of the worst performers in the S&P 500, amid multiple crises including a CEO change and a criminal investigation [3][5] - Tepper's actions coincided with Warren Buffett's Berkshire Hathaway also acquiring over 5 million shares of UnitedHealth, boosting market confidence and leading to a nearly 10% increase in the stock price in after-hours trading [3][5] Group 2 - Tepper significantly reduced his holdings in Chinese stocks, cutting Alibaba by over 20% to 7.1 million shares, while still maintaining a value of approximately $802 million [1][5] - Other Chinese stocks saw even larger reductions, with JD.com down 13%, Baidu down 19%, and Pinduoduo reduced by over 50% [5] - Despite a 46% increase in the MSCI China Index over the past year, Tepper's adjustments indicate a more cautious outlook on Chinese stocks [5] Group 3 - In addition to UnitedHealth, Tepper increased his positions in Nvidia by 1.45 million shares (483%), Amazon by 190,000 shares (7.6%), and Taiwan Semiconductor by 755,000 shares (279.6%) [2][5] - He also reduced his stakes in Meta by 15,000 shares (27%), Alphabet by 51,000 shares (25%), Uber by 45,000 shares (14%), and Lyft by 100,000 shares (11%) [2][5]