大卫·泰珀——困境债专家，惯于在恐慌中买入（2009 年抄底银行股）；集中持仓、下大的板块赌注。
| 持仓 | 市值 | 占比 | 较上季 |
|---|---|---|---|
| AMZNAmazon Com Inc | $1.19B | 16.0% | 加仓 +16% |
| MUMicron Technology Inc | $1.13B | 15.1% | 减仓 -41% |
| TSMTaiwan Semiconductor Manufac | $788.0M | 10.5% | 加仓 +24% |
| GOOGAlphabet Inc | $653.7M | 8.8% | 加仓 +7% |
| UBERUber Technologies Inc | $555.2M | 7.4% | 加仓 +22% |
| EWYIshares Inc | $489.6M | 6.6% | 持平 |
| METAMeta Platforms Inc | $380.2M | 5.1% | 加仓 +55% |
| VSTVistra Corp | $351.4M | 4.7% | 加仓 +10% |
| NVDANvidia Corporation | $305.1M | 4.1% | 加仓 +4% |
| NRGNrg Energy Inc | $257.1M | 3.4% | 持平 |
| BABAAlibaba Group Hldg Ltd | $192.0M | 2.6% | 减仓 -42% |
| BABoeing Co | $173.2M | 2.3% | 新建仓 |
| LRCXLam Research Corp | $165.7M | 2.2% | 持平 |
| BIDUBaidu Inc | $148.0M | 2.0% | 加仓 +87% |
| AALAmerican Airlines Group Inc | $135.5M | 1.8% | 新建仓 |
13F 列出的是管理规模超 1 亿美元的机构在美股的多头持仓，季末后 45 天内申报。空头、期权结构和非美持仓不在内。来源：SEC EDGAR。