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 2026-05-16 from SEC 13F data.
Live quotes available for 31 of 40 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 15.16% | Add +98.2% | 4,320,000 | $899.73M | $208.27 | |
| 2 | MU | MICRON TECHNOLOGY INC | 9.48% | Add +11.0% | 1,665,000 | $562.5M | $337.84 | |
| 3 | GOOG | ALPHABET INC | 8.38% | Reduce -3.0% | 1,732,700 | $497.04M | $286.86 | |
| 4 | UBER | UBER TECHNOLOGIES INC | 7.68% | Add +242.3% | 6,332,720 | $455.51M | $71.93 | |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.56% | Add +17.5% | 1,327,500 | $448.63M | $337.95 | |
| 6 | BABA | ALIBABA GROUP HLDG LTD | 7.33% | Reduce -32.6% | 3,465,000 | $434.72M | $125.46 | |
| 7 | VST | VISTRA CORP | 5.12% | Add +114.0% | 2,022,332 | $304.02M | $150.33 | |
| 8 | EWY | ISHARES INC | 4.98% | Add +28.0% | 2,400,000 | $295.22M | $123.01 | |
| 9 | NVDA | NVIDIA CORPORATION | 4.33% | Reduce -13.4% | 1,471,500 | $256.63M | $174.40 | |
| 10 | NRG | NRG ENERGY INC | 4.27% | Add +5.8% | 1,734,442 | $253.47M | $146.14 | |
| 11 | META | META PLATFORMS INC | 4.21% | Reduce -27.3% | 436,500 | $249.73M | $572.13 | |
| 12 | SNDK | SANDISK CORP | 3.01% | New | 281,250 | $178.69M | $635.34 | |
| 13 | GLW | CORNING INC | 2.59% | Reduce -28.1% | 1,129,500 | $153.58M | $135.97 | |
| 14 | WHR | WHIRLPOOL CORP | 1.77% | Reduce -50.1% | 1,950,000 | $105.14M | $53.92 | |
| 15 | PDD | PDD HOLDINGS INC | 1.55% | Reduce -49.3% | 900,000 | $91.96M | $102.18 | |
| 16 | LRCX | LAM RESEARCH CORP | 1.38% | Reduce -10.0% | 382,500 | $81.72M | $213.66 | |
| 17 | BIDU | BAIDU INC | 1.30% | Add +20.4% | 692,100 | $77.11M | $111.42 | |
| 18 | LHX | L3HARRIS TECHNOLOGIES INC | 1.15% | Reduce -32.9% | 198,000 | $68.34M | $345.15 | |
| 19 | RTX | RTX CORPORATION | 1.11% | Reduce -31.6% | 342,000 | $65.97M | $192.90 | |
| 20 | ASML | ASML HLDG NV | 1.10% | Reduce -20.8% | 49,500 | $65.38M | $1320.83 | |
| 21 | QCOM | QUALCOMM INC | 1.08% | Reduce -56.5% | 498,613 | $64.21M | $128.78 | |
| 22 | BALL | BALL CORP | 0.83% | Reduce -30.3% | 837,000 | $49.48M | $59.11 | |
| 23 | AMD | ADVANCED MICRO DEVICES INC | 0.76% | Reduce -31.9% | 221,400 | $45.04M | $203.43 | |
| 24 | JD | JD.COM INC | 0.65% | Reduce -68.6% | 1,305,000 | $38.59M | $29.57 | |
| 25 | LYFT | LYFT INC | 0.61% | Reduce -28.9% | 2,700,000 | $35.91M | $13.30 | |
| 26 | MSFT | MICROSOFT CORP | 0.56% | Reduce -82.0% | 90,000 | $33.32M | $370.17 | |
| 27 | KWEB | KRANESHARES TRUST | 0.52% | Reduce -77.3% | 1,080,000 | $30.7M | $28.43 | |
| 28 | ET | ENERGY TRANSFER L P | 0.51% | Reduce -28.1% | 1,576,125 | $30.42M | $19.30 | |
| 29 | MPLX | MPLX LP | 0.48% | Reduce -19.9% | 502,460 | $28.68M | $57.07 | |
| 30 | UNH | UNITEDHEALTH GROUP INC | 0.41% | Reduce -55.0% | 90,000 | $24.35M | $270.59 | |
| 31 | DB | DEUTSCHE BK AG | 0.13% | Reduce -91.8% | 257,616 | $7.67M | $29.78 | |
| 39 | UAL | UNITED AIRLS HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 38 | OC | OWENS CORNING NEW | - | Sold | 0 | $0 | No quote | No quote |
| 37 | MHK | MOHAWK INDS INC | - | Sold | 0 | $0 | No quote | No quote |
| 36 | FXI | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 35 | IQV | IQVIA HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 34 | GT | GOODYEAR TIRE & RUBR CO | - | Sold | 0 | $0 | No quote | No quote |
| 33 | DAL | DELTA AIR LINES INC DEL | - | Sold | 0 | $0 | No quote | No quote |
| 32 | AAL | AMERICAN AIRLS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
Options positions
Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.
| 1 | MU | MICRON TECHNOLOGY INCCOM | CALL | Sold | 0 | $0 |