Appaloosa LP
David Tepper · As of Q1 2026 · filed May 15, 2026
| AMZN AMAZON.COM INC | 15.2% | Added +98.2% | 4,320,000 | $899.7M |
| MU MICRON TECHNOLOGY INC | 9.5% | Added +11.0% | 1,665,000 | $562.5M |
| GOOG ALPHABET INC-CL C | 8.4% | Reduced −3.0% | 1,732,700 | $497.0M |
| UBER UBER TECHNOLOGIES INC | 7.7% | Added +242.3% | 6,332,720 | $455.5M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 7.6% | Added +17.5% | 1,327,500 | $448.6M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 7.3% | Reduced −32.6% | 3,465,000 | $434.7M |
| VST VISTRA CORP | 5.1% | Added +114.0% | 2,022,332 | $304.0M |
| EWY ISHARES MSCI SOUTH KOREA ETF | 5.0% | Added +28.0% | 2,400,000 | $295.2M |
| NVDA NVIDIA CORP | 4.3% | Reduced −13.4% | 1,471,500 | $256.6M |
| NRG NRG ENERGY INC | 4.3% | Added +5.8% | 1,734,442 | $253.5M |
| META META PLATFORMS INC-CLASS A | 4.2% | Reduced −27.3% | 436,500 | $249.7M |
| SNDK SANDISK CORP | 3.0% | New | 281,250 | $178.7M |
| GLW CORNING INC | 2.6% | Reduced −28.1% | 1,129,500 | $153.6M |
| WHR WHIRLPOOL CORP | 1.8% | Reduced −50.1% | 1,950,000 | $105.1M |
| PDD PDD HOLDINGS INC | 1.5% | Reduced −49.3% | 900,000 | $92.0M |
| LRCX LAM RESEARCH CORP | 1.4% | Reduced −10.0% | 382,500 | $81.7M |
| BIDU BAIDU INC - SPON ADR | 1.3% | Added +20.4% | 692,100 | $77.1M |
| LHX L3HARRIS TECHNOLOGIES INC | 1.2% | Reduced −32.9% | 198,000 | $68.3M |
| RTX RTX CORP | 1.1% | Reduced −31.6% | 342,000 | $66.0M |
| ASML ASML HOLDING NV-NY REG SHS | 1.1% | Reduced −20.8% | 49,500 | $65.4M |
| QCOM QUALCOMM INC | 1.1% | Reduced −56.5% | 498,613 | $64.2M |
| BALL BALL CORP | 0.8% | Reduced −30.3% | 837,000 | $49.5M |
| AMD ADVANCED MICRO DEVICES | 0.8% | Reduced −31.9% | 221,400 | $45.0M |
| JD JD.COM INC-ADR | 0.7% | Reduced −68.6% | 1,305,000 | $38.6M |
| LYFT LYFT INC-A | 0.6% | Reduced −28.9% | 2,700,000 | $35.9M |
| MSFT MICROSOFT CORP | 0.6% | Reduced −82.0% | 90,000 | $33.3M |
| KWEB KRANESH CSI CHINA INTERNET | 0.5% | Reduced −77.3% | 1,080,000 | $30.7M |
| ET ENERGY TRANSFER LP | 0.5% | Reduced −28.1% | 1,576,125 | $30.4M |
| MPLX MPLX LP | 0.5% | Reduced −19.9% | 502,460 | $28.7M |
| UNH UNITEDHEALTH GROUP INC | 0.4% | Reduced −55.0% | 90,000 | $24.4M |
| DB DEUTSCHE BANK AG-REGISTERED | 0.1% | Reduced −91.8% | 257,616 | $7.7M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AAL AMERICAN AIRLINES GROUP INC | 14,150,000 | $216.9M |
| OC OWENS CORNING | 950,000 | $106.3M |
| MHK MOHAWK INDUSTRIES INC | 675,000 | $73.8M |
| MU CALL MICRON TECHNOLOGY INC | 250,000 | $71.4M |
| IQV IQVIA HOLDINGS INC | 280,000 | $63.1M |
| UAL UNITED AIRLINES HOLDINGS INC | 465,000 | $52.0M |
| FXI ISHARES CHINA LARGE-CAP ETF | 1,087,500 | $41.6M |
| DAL DELTA AIR LINES INC | 475,000 | $33.0M |
| GT GOODYEAR TIRE & RUBBER CO | 2,500,000 | $21.9M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.