Insight into David Tepper’s Perspective on Google Parent Alphabet and Meta’s Market Outlook

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Tepper’s Q2 Hedge Fund Movements

David Tepper’s hedge fund, Appaloosa Management, reduced its stakes in Alphabet (GOOGL) by approximately 25%, selling 510,000 shares, and decreased its holdings in Meta Platforms (META) by over 27%, selling 150,000 shares in Q2 of 2025. Meanwhile, of 66 analysts surveyed in August, 54 rated Alphabet as a “buy” or “strong buy,” and 58 out of 67 analysts rated Meta similarly.

Despite Tepper’s sell-offs, both Alphabet and Meta show strong long-term growth potential, with Alphabet’s cloud services rapidly expanding and Meta’s social media platforms attracting significant advertising revenue. Analysts project Meta’s stock could rise by roughly 15% over the next year.

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