Billionaire Investor Trims Alibaba After Saying Buy 'Everything' China

  • Tepper added exposure in PDD, JD while cutting Alibaba, KWEB
  • Chinese assets account for 38% of Appaloosa’s Q3 holdings

Turns out that Billionaire investor David Tepper, who said recently he would buy “everything” China-related amid Beijing’s stimulus blitz, trimmed exposure in e-commerce giant Alibaba Group Holding Ltd. in the third quarter.

Tepper’s Appaloosa Management cut its Alibaba stake by 5% in the three months through September, according to a 13F filing released on Thursday. Alibaba, however, remains the hedge fund’s largest holding, accounting for 16% of its $6.7 billion equity portfolio.