13-F Filings Reveal Funds Buying Alibaba, Cutting Apple Positions
In 13-F filings with the Securities and Exchange Commission, Daniel Loeb's Third Point, Soros Fund Management, Paulson and Company, Viking Global Investors, Jana Partners, David Tepper's Appaloosa Management and Julian Robertson's Tiger Management, all disclosed large stakes in Chinese e-commerce giant Alibaba. Both David Einhorn's Greenlight Capital and Appaloosa Management trimmed their positions in Apple. Warren Buffett's Berkshire Hathaway added to holdings like Charter Communications, which it more than doubled its stake in, General Motors, MasterCard and Visa. Its only new purchase during the quarter was 450,000 shares of Express Scripts for about $32 million. Buffett sold the rest of his stake in John Deere and also decreased his holdings in ConocoPhillips and Phillips 66.









