David Tepper - Appaloosa Management
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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Updated 2026-05-10 from SEC 13F data.
Live quotes available for 29 of 40 rows. Rows without a quote are marked unavailable.
| 1 | META | META PLATFORMS INC | 11.56% | Add +29.8% | 1,950,000 | $585.41M | $300.21 | |
| 2 | MSFT | MICROSOFT CORP | 10.19% | Add +31.9% | 1,635,000 | $516.25M | $315.75 | |
| 3 | AMZN | AMAZON COM INC | 9.41% | Add +18.6% | 3,750,000 | $476.7M | $127.12 | |
| 4 | NVDA | NVIDIA CORPORATION | 8.80% | Add +0.5% | 1,025,000 | $445.86M | $434.99 | |
| 5 | GOOG | ALPHABET INC | 7.16% | Add +19.1% | 2,750,000 | $362.59M | $131.85 | |
| 6 | UBER | UBER TECHNOLOGIES INC | 6.58% | Add +1.4% | 7,250,000 | $333.43M | $45.99 | |
| 7 | BABA | ALIBABA GROUP HLDG LTD | 6.16% | Reduce -19.6% | 3,600,000 | $312.26M | $86.74 | |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 4.62% | Reduce -1.5% | 2,275,000 | $233.92M | $102.82 | |
| 9 | INTC | INTEL CORP | 4.39% | Reduce -7.8% | 6,250,000 | $222.19M | $35.55 | |
| 10 | FDX | FEDEX CORP | 3.40% | - | 650,000 | $172.2M | $264.92 | |
| 11 | QCOM | QUALCOMM INC | 2.85% | Reduce -29.7% | 1,300,000 | $144.38M | $111.06 | |
| 12 | PDD | PDD HOLDINGS INC | 2.71% | Add +86.7% | 1,400,000 | $137.3M | $98.07 | |
| 13 | ET | ENERGY TRANSFER L P | 2.71% | - | 9,781,876 | $137.24M | $14.03 | |
| 14 | UNH | UNITEDHEALTH GROUP INC | 1.99% | - | 200,000 | $100.84M | $504.19 | |
| 15 | MU | MICRON TECHNOLOGY INC | 1.88% | - | 1,400,000 | $95.24M | $68.03 | |
| 16 | BIDU | BAIDU INC | 1.76% | Reduce -47.8% | 665,000 | $89.34M | $134.35 | |
| 17 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.72% | Reduce -43.7% | 1,000,000 | $86.9M | $86.90 | |
| 18 | EQT | EQT CORP | 1.65% | - | 2,060,000 | $83.59M | $40.58 | |
| 19 | LRCX | LAM RESEARCH CORP | 1.48% | - | 120,000 | $75.21M | $626.77 | |
| 20 | CZR | CAESARS ENTERTAINMENT INC NE | 1.40% | Add +23.5% | 1,525,000 | $70.68M | $46.35 | |
| 21 | M | MACYS INC | 1.15% | - | 5,000,000 | $58.05M | $11.61 | |
| 22 | AR | ANTERO RESOURCES CORP | 0.98% | - | 1,960,000 | $49.74M | $25.38 | |
| 23 | JD | JD.COM INC | 0.96% | Reduce -10.7% | 1,675,000 | $48.79M | $29.13 | |
| 24 | ASML | ASML HOLDING N V | 0.93% | - | 80,000 | $47.09M | $588.66 | |
| 25 | ANET | ARISTA NETWORKS INC | 0.91% | - | 250,000 | $45.98M | $183.93 | |
| 26 | BEKE | KE HLDGS INC | 0.74% | New | 2,400,000 | $37.25M | $15.52 | |
| 27 | SWN | SOUTHWESTERN ENERGY CO | 0.61% | - | 4,800,000 | $30.96M | No quote | No quote |
| 28 | CHKEZ | CHESAPEAKE ENERGY CORP | 0.36% | - | 250,000 | $18.44M | No quote | No quote |
| 29 | EXE | CHESAPEAKE ENERGY CORP | 0.35% | - | 203,000 | $17.5M | $86.23 | |
| 30 | EPD | ENTERPRISE PRODS PARTNERS L | 0.27% | - | 495,980 | $13.57M | $27.37 | |
| 31 | CHKEL | CHESAPEAKE ENERGY CORP | 0.21% | - | 150,000 | $10.58M | No quote | No quote |
| 32 | MPLX | MPLX LP | 0.13% | - | 182,325 | $6.49M | $35.57 | |
| 40 | SNPS | SYNOPSYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 39 | MRVL | MARVELL TECHNOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 38 | KWEB | KRANESHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 37 | FXI | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 36 | CEG | CONSTELLATION ENERGY CORP | - | Sold | 0 | $0 | No quote | No quote |
| 35 | CDNS | CADENCE DESIGN SYSTEM INC | - | Sold | 0 | $0 | No quote | No quote |
| 34 | AVGO | BROADCOM INC | - | Sold | 0 | $0 | No quote | No quote |
| 33 | AAPL | APPLE INC | - | Sold | 0 | $0 | No quote | No quote |