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Appaloosa (David Tepper) 13F holdings — 2026-06-30
Filed by Appaloosa LP on 2026-08-14 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.
25positions
$7.5Breported value
6new positions
12positions sold out
Holdings
| Issuer | Shares | Value | % of 13F | Change |
|---|---|---|---|---|
| AMAZON COM INC | 5,000,000 | $1.2B | 15.95% | Added 16% |
| MICRON TECHNOLOGY INC | 975,000 | $1.1B | 15.06% | Reduced 41% |
| TAIWAN SEMICONDUCTOR MANUFAC | 1,650,000 | $788.0M | 10.55% | Added 24% |
| ALPHABET INC | 1,850,000 | $653.7M | 8.75% | Added 7% |
| UBER TECHNOLOGIES INC | 7,694,071 | $555.2M | 7.43% | Added 21% |
| ISHARES INC | 2,425,000 | $489.6M | 6.55% | Added 1% |
| META PLATFORMS INC | 675,000 | $380.2M | 5.09% | Added 55% |
| VISTRA CORP | 2,215,272 | $351.4M | 4.7% | Added 10% |
| NVIDIA CORPORATION | 1,525,000 | $305.1M | 4.08% | Added 4% |
| NRG ENERGY INC | 1,760,000 | $257.1M | 3.44% | Added 1% |
| ALIBABA GROUP HLDG LTD | 2,000,000 | $192.0M | 2.57% | Reduced 42% |
| BOEING CO | 800,000 | $173.2M | 2.32% | New position |
| LAM RESEARCH CORP | 382,500 | $165.7M | 2.22% | No change |
| BAIDU INC | 1,295,000 | $148.0M | 1.98% | Added 87% |
| AMERICAN AIRLINES GROUP INC | 7,500,000 | $135.5M | 1.81% | New position |
| ADVANCED MICRO DEVICES INC | 197,500 | $114.7M | 1.54% | Reduced 11% |
| COREWEAVE INC | 1,078,248 | $107.3M | 1.44% | New position |
| ASML HLDG NV | 50,000 | $99.5M | 1.33% | Added 1% |
| BROADCOM INC | 150,000 | $56.7M | 0.76% | New position |
| QUALCOMM INC | 250,000 | $46.2M | 0.62% | Reduced 50% |
| SPACE EXPLORATION TECHN CORP | 225,000 | $38.4M | 0.51% | New position |
| ENERGY TRANSFER L P | 1,576,125 | $30.1M | 0.4% | No change |
| MPLX LP | 502,460 | $28.3M | 0.38% | No change |
| WHIRLPOOL CORP | 715,000 | $28.2M | 0.38% | Reduced 63% |
| GOODYEAR TIRE & RUBR CO | 1,508,591 | $10.0M | 0.13% | New position |
Sold out since prior quarter
| Issuer | Shares in prior quarter | Prior value |
|---|---|---|
| BALL CORP | 837,000 | $49.5M |
| CORNING INC | 1,129,500 | $153.6M |
| DEUTSCHE BK AG | 257,616 | $7.7M |
| JD.COM INC | 1,305,000 | $38.6M |
| KRANESHARES TRUST | 1,080,000 | $30.7M |
| L3HARRIS TECHNOLOGIES INC | 198,000 | $68.3M |
| LYFT INC | 2,700,000 | $35.9M |
| MICROSOFT CORP | 90,000 | $33.3M |
| PDD HOLDINGS INC | 900,000 | $92.0M |
| RTX CORPORATION | 342,000 | $66.0M |
| SANDISK CORP | 281,250 | $178.7M |
| UNITEDHEALTH GROUP INC | 90,000 | $24.4M |