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Focused investors/David Tepper

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 2026-06-06 from SEC 13F data.

Live quotes available for 20 of 25 rows. Rows without a quote are marked unavailable.

1CEGCONSTELLATION ENERGY CORP15.34%Reduce -8.8%2,398,729$206.79M$86.2152w: $38.00 - $97.89; reported $86.21
2GOOGALPHABET INC13.13%-1,995,000$177.02M$88.7352w: $83.45 - $152.10; reported $88.73
3AMZNAMAZON COM INC9.35%Add +3.5%1,500,000$126M$84.0052w: $81.69 - $171.40; reported $84.00
4MMACYS INC9.11%Reduce -0.8%5,950,000$122.87M$20.6552w: $15.10 - $28.52; reported $20.65
5ETENERGY TRANSFER L P8.98%-10,203,430$121.11M$11.8752w: $8.19 - $12.95; reported $11.87
6EQTEQT CORP6.40%Add +1.0%2,550,000$86.27M$33.8352w: $19.20 - $51.97; reported $33.83
7UNHUNITEDHEALTH GROUP INC5.90%-150,000$79.53M$530.1852w: $445.74 - $558.10; reported $530.18
8METAMETA PLATFORMS INC5.13%Reduce -34.3%575,000$69.2M$120.3452w: $88.09 - $343.09; reported $120.34
9MSFTMICROSOFT CORP4.18%-235,000$56.36M$239.8252w: $213.43 - $338.00; reported $239.82
10HCAHCA HEALTHCARE INC3.25%Add +143.3%182,500$43.79M$239.9652w: $164.47 - $279.02; reported $239.96
11CRMSALESFORCE INC2.95%Add +57.9%300,000$39.78M$132.5952w: $126.34 - $256.87; reported $132.59
12ARANTERO RESOURCES CORP2.87%-1,250,000$38.74M$30.9952w: $15.98 - $48.80; reported $30.99
13UBERUBER TECHNOLOGIES INC2.25%Add +22.5%1,225,000$30.29M$24.7352w: $19.89 - $45.90; reported $24.73
14DISDISNEY WALT CO1.93%New300,000$26.06M$86.8852w: $84.07 - $160.32; reported $86.88
15CHKCHESAPEAKE ENERGY CORP1.77%Add +181.2%253,055$23.88MNo quoteNo quote
16CHKEZCHESAPEAKE ENERGY CORP1.46%Reduce -32.1%250,000$19.63MNo quoteNo quote
17CZRCAESARS ENTERTAINMENT INC NE1.31%New425,000$17.68M$41.6052w: $31.31 - $97.39; reported $41.60
18EPDENTERPRISE PRODS PARTNERS L0.93%Reduce -33.4%517,980$12.49M$24.1252w: $22.01 - $28.65; reported $24.12
19CHKELCHESAPEAKE ENERGY CORP0.86%Reduce -37.5%150,000$11.6MNo quoteNo quote
20SYYSYSCO CORP0.85%Reduce -25.0%150,000$11.47M$76.4552w: $70.61 - $91.53; reported $76.45
21BABAALIBABA GROUP HLDG LTD0.65%Add +11.1%100,000$8.81M$88.0952w: $58.01 - $138.70; reported $88.09
22AMLPALPS ETF TR0.58%Reduce -49.6%204,000$7.77MNo quoteNo quote
23MPLXMPLX LP0.47%-192,325$6.32M$32.8452w: $27.47 - $35.49; reported $32.84
24APTVAPTIV PLC0.35%New50,000$4.66M$93.1352w: $77.96 - $175.91; reported $93.13
25MOSMOSAIC CO NEW-Sold0$0No quoteNo quote