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 40 rows. Rows without a quote are marked unavailable.
| 1 | BABA | ALIBABA GROUP HLDG LTD | 15.54% | Add +18.4% | 11,843,158 | $1B | $84.79 | |
| 2 | AMZN | AMAZON COM INC | 8.82% | Reduce -18.8% | 2,600,000 | $570.41M | $219.39 | |
| 3 | PDD | PDD HOLDINGS INC | 8.04% | Add +1.0% | 5,356,132 | $519.49M | $96.99 | |
| 4 | MSFT | MICROSOFT CORP | 6.33% | - | 970,000 | $408.86M | $421.50 | |
| 5 | VST | VISTRA CORP | 5.76% | Add +112.5% | 2,700,000 | $372.25M | $137.87 | |
| 6 | JD | JD.COM INC | 5.61% | Add +43.4% | 10,465,885 | $362.85M | $34.67 | |
| 7 | GOOG | ALPHABET INC | 5.54% | Reduce 0.0% | 1,881,963 | $358.4M | $190.44 | |
| 8 | META | META PLATFORMS INC | 4.44% | Reduce -21.6% | 490,000 | $286.9M | $585.51 | |
| 9 | ORCL | ORACLE CORP | 3.61% | Reduce -11.0% | 1,400,000 | $233.3M | $166.64 | |
| 10 | FXI | ISHARES TR | 3.13% | Add +13.8% | 6,637,128 | $202.03M | $30.44 | |
| 11 | LYFT | LYFT INC | 2.69% | Reduce -14.3% | 13,500,000 | $174.15M | $12.90 | |
| 12 | NRG | NRG ENERGY INC | 2.53% | Add +81.5% | 1,815,000 | $163.75M | $90.22 | |
| 13 | AMD | ADVANCED MICRO DEVICES INC | 2.24% | Add +5.7% | 1,200,000 | $144.95M | $120.79 | |
| 14 | KWEB | KRANESHARES TRUST | 2.07% | Add +21.5% | 4,575,695 | $133.79M | $29.24 | |
| 15 | BIDU | BAIDU INC | 1.99% | Add +7.2% | 1,527,909 | $128.82M | $84.31 | |
| 16 | QCOM | QUALCOMM INC | 1.90% | - | 800,000 | $122.9M | $153.62 | |
| 17 | ASML | ASML HOLDING N V | 1.72% | Add +106.5% | 160,000 | $110.89M | $693.08 | |
| 18 | MU | MICRON TECHNOLOGY INC | 1.56% | Add +14.3% | 1,200,000 | $100.99M | $84.16 | |
| 19 | FDX | FEDEX CORP | 1.52% | Reduce -6.7% | 350,000 | $98.47M | $281.33 | |
| 20 | ET | ENERGY TRANSFER L P | 1.49% | Reduce -28.0% | 4,914,735 | $96.28M | $19.59 | |
| 21 | NVDA | NVIDIA CORPORATION | 1.41% | Add +8.8% | 680,001 | $91.32M | $134.29 | |
| 22 | UBER | UBER TECHNOLOGIES INC | 1.40% | Add +6.4% | 1,500,000 | $90.48M | $60.32 | |
| 23 | LRCX | LAM RESEARCH CORP | 1.40% | New | 1,250,000 | $90.29M | $72.23 | |
| 24 | UNH | UNITEDHEALTH GROUP INC | 1.37% | - | 174,500 | $88.27M | $505.86 | |
| 25 | CZR | CAESARS ENTERTAINMENT INC NE | 1.14% | Add +2.3% | 2,200,000 | $73.52M | $33.42 | |
| 26 | GLW | CORNING INC | 1.10% | New | 1,500,000 | $71.28M | $47.52 | |
| 27 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.76% | Reduce -37.5% | 250,000 | $49.37M | $197.49 | |
| 28 | BEKE | KE HLDGS INC | 0.73% | Add +18.4% | 2,574,074 | $47.41M | $18.42 | |
| 29 | LVS | LAS VEGAS SANDS CORP | 0.72% | Reduce -41.1% | 900,000 | $46.22M | $51.36 | |
| 30 | WYNN | WYNN RESORTS LTD | 0.67% | Reduce -37.5% | 500,000 | $43.08M | $86.16 | |
| 31 | EQT | EQT CORP | 0.57% | Reduce -55.4% | 800,000 | $36.89M | $46.11 | |
| 32 | AR | ANTERO RESOURCES CORP | 0.46% | Reduce -51.9% | 840,000 | $29.44M | $35.05 | |
| 33 | EXE | EXPAND ENERGY CORPORATION | 0.45% | Add +78.8% | 295,000 | $29.37M | $99.55 | |
| 34 | MPLX | MPLX LP | 0.43% | - | 578,500 | $27.69M | $47.86 | |
| 35 | CHKEZ | EXPAND ENERGY CORPORATION | 0.35% | - | 250,000 | $22.73M | No quote | No quote |
| 36 | INTC | INTEL CORP | 0.31% | Reduce -60.0% | 1,000,000 | $20.05M | $20.05 | |
| 37 | CHKEL | EXPAND ENERGY CORPORATION | 0.20% | - | 150,000 | $12.83M | No quote | No quote |
| 40 | SWN | SOUTHWESTRERN ENERGY CO | - | Sold | 0 | $0 | No quote | No quote |
| 39 | LRCX | LAM RESEARCH CORP | - | Sold | 0 | $0 | No quote | No quote |
| 38 | ADBE | ADOBE INC | - | Sold | 0 | $0 | No quote | No quote |