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 2026-05-07 from SEC 13F data.
Live quotes available for 42 of 48 rows. Rows without a quote are marked unavailable.
| 1 | BABA | ALIBABA GROUP HLDG LTD | 15.61% | Reduce -8.7% | 6,450,000 | $1.15B | $178.73 | |
| 2 | AMZN | AMAZON COM INC | 7.43% | Reduce -7.4% | 2,500,000 | $548.93M | $219.57 | |
| 3 | WHR | WHIRLPOOL CORP | 5.85% | Add +1967.0% | 5,500,000 | $432.3M | $78.60 | |
| 4 | NVDA | NVIDIA CORPORATION | 4.80% | Add +8.6% | 1,900,000 | $354.5M | $186.58 | |
| 5 | GOOG | ALPHABET INC | 4.58% | Reduce -7.5% | 1,387,500 | $337.93M | $243.55 | |
| 6 | KWEB | KRANESHARES TRUST | 4.21% | Add +85.0% | 7,400,000 | $310.87M | $42.01 | |
| 7 | NRG | NRG ENERGY INC | 4.10% | Reduce -5.6% | 1,870,000 | $302.85M | $161.95 | |
| 8 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4.01% | Add +3.4% | 1,060,000 | $296.05M | $279.29 | |
| 9 | META | META PLATFORMS INC | 3.68% | Reduce -7.5% | 370,000 | $271.72M | $734.38 | |
| 10 | VST | VISTRA CORP | 3.30% | Reduce -30.8% | 1,245,000 | $243.92M | $195.92 | |
| 11 | MSFT | MICROSOFT CORP | 3.24% | Reduce -7.5% | 462,500 | $239.55M | $517.95 | |
| 12 | PDD | PDD HOLDINGS INC | 3.22% | Reduce -10.0% | 1,800,000 | $237.91M | $132.17 | |
| 13 | UBER | UBER TECHNOLOGIES INC | 3.19% | Reduce -12.5% | 2,406,983 | $235.81M | $97.97 | |
| 14 | JD | JD.COM INC | 2.95% | Reduce -11.1% | 6,225,000 | $217.75M | $34.98 | |
| 15 | QCOM | QUALCOMM INC | 2.81% | Add +255.7% | 1,245,000 | $207.12M | $166.36 | |
| 16 | AMD | ADVANCED MICRO DEVICES INC | 2.08% | New | 950,000 | $153.7M | $161.79 | |
| 17 | BIDU | BAIDU INC | 1.86% | Add +67.2% | 1,045,000 | $137.7M | $131.77 | |
| 18 | DB | DEUTSCHE BANK A G | 1.82% | Reduce -5.3% | 3,790,000 | $134.2M | $35.41 | |
| 19 | GLW | CORNING INC | 1.81% | Reduce -7.1% | 1,625,000 | $133.3M | $82.03 | |
| 20 | LYFT | LYFT INC | 1.67% | Reduce -30.0% | 5,600,000 | $123.26M | $22.01 | |
| 21 | FI | FISERV INC | 1.62% | New | 925,000 | $119.26M | No quote | No quote |
| 22 | AAL | AMERICAN AIRLS GROUP INC | 1.41% | New | 9,250,000 | $103.97M | $11.24 | |
| 23 | LHX | L3HARRIS TECHNOLOGIES INC | 1.24% | Reduce -14.3% | 300,000 | $91.62M | $305.41 | |
| 24 | RTX | RTX CORPORATION | 1.15% | Reduce -12.9% | 509,500 | $85.25M | $167.33 | |
| 25 | ET | ENERGY TRANSFER L P | 1.15% | - | 4,957,235 | $85.07M | $17.16 | |
| 26 | MU | MICRON TECHNOLOGY INC | 1.13% | Reduce -39.4% | 500,000 | $83.66M | $167.32 | |
| 27 | UNH | UNITEDHEALTH GROUP INC | 0.95% | Reduce -91.7% | 203,500 | $70.27M | $345.30 | |
| 28 | TFC | TRUIST FINL CORP | 0.86% | New | 1,387,500 | $63.44M | $45.72 | |
| 29 | ASML | ASML HOLDING N V | 0.84% | Reduce -8.6% | 64,000 | $61.96M | $968.09 | |
| 30 | CZR | CAESARS ENTERTAINMENT INC NE | 0.77% | - | 2,100,000 | $56.75M | $27.02 | |
| 31 | IQV | IQVIA HLDGS INC | 0.73% | Reduce -5.0% | 285,000 | $54.13M | $189.94 | |
| 32 | LRCX | LAM RESEARCH CORP | 0.67% | Reduce -7.5% | 370,000 | $49.54M | $133.90 | |
| 33 | FXI | ISHARES TR | 0.62% | Add +11.0% | 1,110,000 | $45.67M | $41.14 | |
| 34 | UAL | UNITED AIRLS HLDGS INC | 0.60% | Reduce -15.9% | 462,500 | $44.63M | $96.50 | |
| 35 | GT | GOODYEAR TIRE & RUBR CO | 0.52% | Add +496.4% | 5,140,000 | $38.45M | $7.48 | |
| 36 | KEY | KEYCORP | 0.51% | New | 2,020,000 | $37.75M | $18.69 | |
| 37 | CFG | CITIZENS FINL GROUP INC | 0.43% | New | 600,000 | $31.9M | $53.16 | |
| 38 | CMA | COMERICA INC | 0.43% | New | 462,500 | $31.69M | No quote | No quote |
| 39 | SQ | BLOCK INC | 0.36% | Reduce -42.4% | 370,000 | $26.74M | No quote | No quote |
| 40 | MPLX | MPLX LP | 0.36% | Reduce -7.5% | 535,000 | $26.72M | $49.95 | |
| 41 | DAL | DELTA AIR LINES INC DEL | 0.36% | Reduce -15.9% | 462,500 | $26.25M | $56.75 | |
| 42 | OC | OWENS CORNING NEW | 0.31% | New | 161,500 | $22.85M | $141.46 | |
| 43 | MHK | MOHAWK INDS INC | 0.28% | Add +148.5% | 161,500 | $20.82M | $128.92 | |
| 44 | WAL | WESTERN ALLIANCE BANCORP | 0.23% | New | 195,000 | $16.91M | $86.72 | |
| 45 | ZION | ZIONS BANCORPORATION N A | 0.22% | New | 285,000 | $16.13M | $56.58 | |
| 48 | ORCL | ORACLE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 47 | BEKE | KE HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 46 | INTC | INTEL CORP | - | Sold | 0 | $0 | No quote | No quote |