Altimeter Growth Corp. 2

David Tepper's 13F portfolio value decreased from $3.89B to $2.50B this quarter. Alphabet, Amazon.com, Meta Platforms, Macy's, and Micron Technology are the five largest positions.

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Seth Klarman’s 13F portfolio value decreased from $10.88B to $10.13B this quarter. Baupost Group added Fiserv while dropping eBay and International Flavors & Fragrances.

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