13F Coverage Tepper Nearly Tripled UBER in Q1 2026 — Why It Matters Disclosure: I don't hold a position in UBER or any security mentioned in this article at the time of publication. This isn't personalized investment advice. David Tepper nearly tripled his Uber position in Q1 2026. Not a small add. A +242% increase that brought Appaloosa's stake to 6.33 million shares worth approximately $455M. That's the signal. Not a new discovery, not a passive rebalance. Tepper moved aggressively into Uber while the stock was sitting 26% off its 52-week high of $101.99.
13F Coverage Four Managers Quietly Added Amazon in Q1 — Nobody Noticed Disclosure: I hold a position in AMZN at the time of publication. This isn't personalized investment advice. Four managers added to Amazon in Q1 2026. No headlines. No press releases. Just Klarman, Nygren, Ackman, and Tepper all quietly increasing their positions in the same quarter. That's two Tier-1 long-duration investors and two Tier-2 opportunistic managers adding to the same name while Amazon traded between its February low of $196 and $250. Nobody coordinated. Nobody announced it. The
13F Coverage Klarman and Elliott Both Opened NCLH in Q1 — The Stock Is Now at 52-Week Lows **Disclosure:** I don't hold a position in NCLH or any security mentioned in this article at the time of publication. This isn't personalized investment advice. Klarman opened a new position in Norwegian Cruise Line in Q1 2026. So did Elliott's Paul Singer — $246M worth. That's a Tier-1 value investor and a Tier-2 activist entering the same beaten-down name in the same quarter, independently. Since those Q1 filings, NCLH has kept falling and is now sitting near 52-week lows, down 45% from its
13F Coverage The Smart Money Just Moved Into Alphabet — And It's Not Just Buffett Disclosure: I don't hold a position in GOOGL, GOOG, or any security mentioned in this article at the time of publication. This isn't personalized investment advice. Buffett tripled Berkshire's Alphabet position in Q1 2026 — but he wasn't the only long-duration investor who moved. Li Lu added to his position as well. Dan Loeb opened a new position. Lone Pine opened a new position. That's two Tier-1 value investors and two Tier-2/3 managers all moving into the same name in the same 90-day window