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 36 of 48 rows. Rows without a quote are marked unavailable.
| 1 | NVDA | NVIDIA CORPORATION | 8.01% | Add +580.0% | 1,020,000 | $431.48M | $423.02 | |
| 2 | META | META PLATFORMS INC | 8.00% | Add +114.6% | 1,502,500 | $431.19M | $286.98 | |
| 3 | MSFT | MICROSOFT CORP | 7.84% | Add +376.9% | 1,240,000 | $422.27M | $340.54 | |
| 4 | AMZN | AMAZON COM INC | 7.65% | Add +58.1% | 3,162,500 | $412.26M | $130.36 | |
| 5 | BABA | ALIBABA GROUP HLDG LTD | 6.92% | Add +4375.0% | 4,475,000 | $372.99M | $83.35 | |
| 6 | UBER | UBER TECHNOLOGIES INC | 5.73% | Add +19.2% | 7,150,000 | $308.67M | $43.17 | |
| 7 | GOOG | ALPHABET INC | 5.19% | Add +9.5% | 2,310,000 | $279.44M | $120.97 | |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 4.88% | New | 2,310,000 | $263.13M | $113.91 | |
| 9 | INTC | INTEL CORP | 4.20% | New | 6,775,000 | $226.56M | $33.44 | |
| 10 | QCOM | QUALCOMM INC | 4.09% | New | 1,850,000 | $220.22M | $119.04 | |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.32% | New | 1,775,000 | $179.13M | $100.92 | |
| 12 | BIDU | BAIDU INC | 3.24% | New | 1,275,000 | $174.56M | $136.91 | |
| 13 | FDX | FEDEX CORP | 2.99% | Add +85.7% | 650,000 | $161.14M | $247.90 | |
| 14 | ET | ENERGY TRANSFER L P | 2.31% | Reduce -4.1% | 9,781,876 | $124.23M | $12.70 | |
| 15 | MRVL | MARVELL TECHNOLOGY INC | 1.94% | New | 1,750,000 | $104.62M | $59.78 | |
| 16 | AVGO | BROADCOM INC | 1.93% | New | 120,000 | $104.09M | $867.43 | |
| 17 | UNH | UNITEDHEALTH GROUP INC | 1.78% | Add +33.3% | 200,000 | $96.13M | $480.64 | |
| 18 | AAPL | APPLE INC | 1.73% | New | 480,000 | $93.11M | $193.97 | |
| 19 | MU | MICRON TECHNOLOGY INC | 1.64% | New | 1,400,000 | $88.35M | $63.11 | |
| 20 | EQT | EQT CORP | 1.57% | Reduce -19.2% | 2,060,000 | $84.73M | $41.13 | |
| 21 | M | MACYS INC | 1.49% | Reduce -16.7% | 5,000,000 | $80.25M | $16.05 | |
| 22 | LRCX | LAM RESEARCH CORP | 1.43% | New | 120,000 | $77.14M | $642.86 | |
| 23 | JD | JD.COM INC | 1.19% | New | 1,875,000 | $63.99M | $34.13 | |
| 24 | SNPS | SYNOPSYS INC | 1.17% | New | 145,000 | $63.13M | $435.41 | |
| 25 | CZR | CAESARS ENTERTAINMENT INC NE | 1.17% | Add +190.6% | 1,235,000 | $62.95M | $50.97 | |
| 26 | ASML | ASML HOLDING N V | 1.08% | New | 80,000 | $57.98M | $724.75 | |
| 27 | PDD | PDD HOLDINGS INC | 0.96% | New | 750,000 | $51.86M | $69.14 | |
| 28 | CEG | CONSTELLATION ENERGY CORP | 0.85% | Reduce -76.1% | 500,000 | $45.78M | $91.55 | |
| 29 | AR | ANTERO RESOURCES CORP | 0.84% | Add +53.7% | 1,960,000 | $45.14M | $23.03 | |
| 30 | CDNS | CADENCE DESIGN SYSTEM INC | 0.83% | New | 190,000 | $44.56M | $234.52 | |
| 31 | KWEB | KRANESHARES TR | 0.80% | New | 1,600,000 | $43.09M | $26.93 | |
| 32 | FXI | ISHARES TR | 0.76% | New | 1,500,000 | $40.79M | $27.19 | |
| 33 | ANET | ARISTA NETWORKS INC | 0.75% | New | 250,000 | $40.52M | $162.06 | |
| 34 | SWN | SOUTHWESTERN ENERGY CO | 0.54% | New | 4,800,000 | $28.85M | No quote | No quote |
| 35 | CHKEZ | CHESAPEAKE ENERGY CORP | 0.35% | - | 250,000 | $18.67M | No quote | No quote |
| 36 | EXE | CHESAPEAKE ENERGY CORP | 0.32% | Reduce -19.8% | 203,000 | $16.99M | $83.68 | |
| 37 | EPD | ENTERPRISE PRODS PARTNERS L | 0.24% | Reduce -4.3% | 495,980 | $13.07M | $26.35 | |
| 38 | CHKEL | CHESAPEAKE ENERGY CORP | 0.19% | - | 150,000 | $9.98M | No quote | No quote |
| 39 | MPLX | MPLX LP | 0.11% | Reduce -5.2% | 182,325 | $6.19M | $33.94 | |
| 48 | TSLA | TESLA INC | - | Sold | 0 | $0 | No quote | No quote |
| 47 | SYY | SYSCO CORP | - | Sold | 0 | $0 | No quote | No quote |
| 46 | XLF | SELECT SECTOR SPDR TR | - | Sold | 0 | $0 | No quote | No quote |
| 45 | CRM | SALESFORCE INC | - | Sold | 0 | $0 | No quote | No quote |
| 44 | MTCH | MATCH GROUP INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 43 | HCA | HCA HEALTHCARE INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | DIS | DISNEY WALT CO | - | Sold | 0 | $0 | No quote | No quote |
| 41 | ARKK | ARK ETF TR | - | Sold | 0 | $0 | No quote | No quote |
| 40 | AMLP | ALPS ETF TR | - | Sold | 0 | $0 | No quote | No quote |