As of Q1 2026, this manager reported 31 long-equity positions worth $5.93B in aggregate.
As of Q1 2026, David Tepper's Appaloosa Management held 31 long-equity positions with a reported value of $5.93B.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | Add +242.3% | 7.68% | 6,332,720 | $455.51M | $71.93 | $68.46 - $88.24(18%)$82.86 -> $71.93 |
| VST | VISTRA CORP | Add +114.0% | 5.12% | 2,022,332 | $304.02M | $150.33 | $138.53 - $182.56(27%)$165.23 -> $150.33 |
| AMZN | AMAZON COM INC | Add +98.2% | 15.16% | 4,320,000 | $899.73M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| EWY | ISHARES INC | Add +28.0% | 4.98% | 2,400,000 | $295.22M | $123.01 | $100.85 - $154.22(42%)$102.22 -> $123.01 |
| BIDU | BAIDU INC | Add +20.4% | 1.30% | 692,100 | $77.11M | $111.42 | $105.77 - $165.30(9%)$150.30 -> $111.42 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Add +17.5% | 7.56% | 1,327,500 | $448.63M | $337.95 | $311.70 - $390.21(33%)$319.61 -> $337.95 |
| MU | MICRON TECHNOLOGY INC | Add +11.0% | 9.48% | 1,665,000 | $562.5M | $337.84 | $294.86 - $471.34(24%)$315.42 -> $337.84 |
| NRG | NRG ENERGY INC | Add +5.8% | 4.27% | 1,734,442 | $253.47M | $146.14 | $139.89 - $189.96(12%)$166.16 -> $146.14 |
| SNDK | SANDISK CORP | New | 3.01% | 281,250 | $178.69M | $635.34 | $244.00 - $777.60(73%)$275.24 -> $635.34 |