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Key Points
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Billionaire David Tepper has sold shares of Oracle for five consecutive quarters as part of his investment strategy.
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At the end of Q1 2024, Appaloosa had 2.3 million shares of Oracle, which has since been cut to 150,000 shares, a 93% reduction.
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In contrast, Tepper has increased his stake in Taiwan Semiconductor Manufacturing Company (TSMC), purchasing 755,000 shares in Q2 2025, raising his total holdings to 1.025 million shares.
As of Q2 2025, Oracle experienced a 359% rise in remaining performance obligations to $455 billion, while TSMC is projected to see solid double-digit sales growth driven by its crucial role in the AI supply chain.
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