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 35 of 41 rows. Rows without a quote are marked unavailable.
| 1 | BABA | ALIBABA GROUP HLDG LTD | 15.76% | Reduce -4.8% | 10,000,000 | $1.06B | $106.12 | |
| 2 | PDD | PDD HOLDINGS INC | 10.62% | Add +173.3% | 5,301,132 | $714.65M | $134.81 | |
| 3 | AMZN | AMAZON COM INC | 8.86% | Reduce -7.9% | 3,200,000 | $596.26M | $186.33 | |
| 4 | MSFT | MICROSOFT CORP | 6.20% | Reduce -17.9% | 970,000 | $417.39M | $430.30 | |
| 5 | META | META PLATFORMS INC | 5.31% | Reduce -33.2% | 625,000 | $357.78M | $572.44 | |
| 6 | GOOG | ALPHABET INC | 4.67% | Reduce -2.2% | 1,881,964 | $314.65M | $167.19 | |
| 7 | JD | JD.COM INC | 4.34% | Add +69.3% | 7,300,000 | $292M | $40.00 | |
| 8 | ORCL | ORACLE CORP | 3.98% | Reduce -21.3% | 1,573,394 | $268.11M | $170.40 | |
| 9 | LYFT | LYFT INC | 2.98% | Add +97.8% | 15,750,000 | $200.81M | $12.75 | |
| 10 | AMD | ADVANCED MICRO DEVICES INC | 2.77% | Reduce -17.1% | 1,135,000 | $186.23M | $164.08 | |
| 11 | FXI | ISHARES TR | 2.75% | Reduce -15.9% | 5,835,000 | $185.44M | $31.78 | |
| 12 | VST | VISTRA CORP | 2.24% | New | 1,270,388 | $150.59M | $118.54 | |
| 13 | BIDU | BAIDU INC | 2.23% | Reduce -14.4% | 1,425,000 | $150.04M | $105.29 | |
| 14 | QCOM | QUALCOMM INC | 2.02% | Reduce -4.8% | 800,000 | $136.04M | $170.05 | |
| 15 | KWEB | KRANESHARES TRUST | 1.90% | Reduce -16.1% | 3,765,000 | $128.09M | $34.02 | |
| 16 | ET | ENERGY TRANSFER L P | 1.63% | Reduce -11.4% | 6,828,000 | $109.59M | $16.05 | |
| 17 | MU | MICRON TECHNOLOGY INC | 1.62% | Reduce -10.6% | 1,050,000 | $108.9M | $103.71 | |
| 18 | UBER | UBER TECHNOLOGIES INC | 1.57% | Reduce -6.0% | 1,410,000 | $105.98M | $75.16 | |
| 19 | ADBE | ADOBE INC | 1.54% | Reduce -44.4% | 200,000 | $103.56M | $517.78 | |
| 20 | FDX | FEDEX CORP | 1.52% | Reduce -31.8% | 375,000 | $102.63M | $273.68 | |
| 21 | UNH | UNITEDHEALTH GROUP INC | 1.52% | Reduce -5.7% | 174,500 | $102.03M | $584.68 | |
| 22 | NRG | NRG ENERGY INC | 1.35% | New | 999,820 | $91.08M | $91.10 | |
| 23 | CZR | CAESARS ENTERTAINMENT INC NE | 1.33% | Reduce -2.3% | 2,150,000 | $89.74M | $41.74 | |
| 24 | LRCX | LAM RESEARCH CORP | 1.21% | Reduce -8.3% | 100,000 | $81.61M | $816.08 | |
| 25 | LVS | LAS VEGAS SANDS CORP | 1.14% | New | 1,528,323 | $76.94M | $50.34 | |
| 26 | WYNN | WYNN RESORTS LTD | 1.14% | New | 800,000 | $76.7M | $95.88 | |
| 27 | NVDA | NVIDIA CORPORATION | 1.13% | Reduce -9.4% | 625,000 | $75.9M | $121.44 | |
| 28 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.03% | Reduce -13.0% | 400,000 | $69.47M | $173.67 | |
| 29 | EQT | EQT CORP | 0.98% | Reduce -5.8% | 1,795,000 | $65.77M | $36.64 | |
| 30 | ASML | ASML HOLDING N V | 0.96% | Reduce -11.4% | 77,500 | $64.58M | $833.25 | |
| 31 | INTC | INTEL CORP | 0.87% | Reduce -10.1% | 2,500,000 | $58.65M | $23.46 | |
| 32 | AR | ANTERO RESOURCES CORP | 0.74% | Reduce -5.7% | 1,745,000 | $49.99M | $28.65 | |
| 33 | BEKE | KE HLDGS INC | 0.64% | Add +4.3% | 2,175,000 | $43.3M | $19.91 | |
| 34 | SWN | SOUTHWESTRERN ENERGY CO | 0.44% | Reduce -5.9% | 4,180,000 | $29.72M | No quote | No quote |
| 35 | MPLX | MPLX LP | 0.38% | Reduce -5.4% | 578,500 | $25.72M | $44.46 | |
| 36 | CHKEZ | CHESAPEAKE ENERGY CORP | 0.26% | - | 250,000 | $17.4M | No quote | No quote |
| 37 | EXE | CHESAPEAKE ENERGY CORP | 0.20% | Reduce -12.2% | 165,000 | $13.57M | $82.25 | |
| 38 | CHKEL | CHESAPEAKE ENERGY CORP | 0.15% | - | 150,000 | $9.86M | No quote | No quote |
| 41 | UPS | UNITED PARCEL SERVICE INC | - | Sold | 0 | $0 | No quote | No quote |
| 40 | M | MACYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 39 | BA | BOEING CO | - | Sold | 0 | $0 | No quote | No quote |