Appaloosa LP
David Tepper · As of Q2 2026 · filed Aug 14, 2026
| AMZN AMAZON.COM INC | 15.4% | Added +15.7% | 5,000,000 | $1.19B |
| MU MICRON TECHNOLOGY INC | 14.6% | Reduced −41.4% | 975,000 | $1.13B |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 10.2% | Added +24.3% | 1,650,000 | $788.0M |
| GOOG ALPHABET INC-CL C | 8.5% | Added +6.8% | 1,850,000 | $653.7M |
| UBER UBER TECHNOLOGIES INC | 7.2% | Added +21.5% | 7,694,071 | $555.2M |
| EWY ISHARES MSCI SOUTH KOREA ETF | 6.3% | Added +1.0% | 2,425,000 | $489.6M |
| META META PLATFORMS INC-CLASS A | 4.9% | Added +54.6% | 675,000 | $380.2M |
| VST VISTRA CORP | 4.5% | Added +9.5% | 2,215,272 | $351.4M |
| NVDA NVIDIA CORP | 3.9% | Added +3.6% | 1,525,000 | $305.1M |
| NRG NRG ENERGY INC | 3.3% | Added +1.5% | 1,760,000 | $257.1M |
| AAPL PUT APPLE INC | 3.1% | New | 835,000 | $241.6M |
| BABA ALIBABA GROUP HOLDING-SP ADR | 2.5% | Reduced −42.3% | 2,000,000 | $192.0M |
| BA BOEING CO | 2.2% | New | 800,000 | $173.2M |
| LRCX LAM RESEARCH CORP | 2.1% | Held | 382,500 | $165.7M |
| BIDU BAIDU INC - SPON ADR | 1.9% | Added +87.1% | 1,295,000 | $148.0M |
| AAL AMERICAN AIRLINES GROUP INC | 1.8% | New | 7,500,000 | $135.5M |
| AMD ADVANCED MICRO DEVICES | 1.5% | Reduced −10.8% | 197,500 | $114.7M |
| CRWV COREWEAVE INC-CL A | 1.4% | New | 1,078,248 | $107.3M |
| ASML ASML HOLDING NV-NY REG SHS | 1.3% | Added +1.0% | 50,000 | $99.5M |
| AVGO BROADCOM INC | 0.7% | New | 150,000 | $56.7M |
| QCOM QUALCOMM INC | 0.6% | Reduced −49.9% | 250,000 | $46.2M |
| SPCX SPACE EXPLORATION TECHN-CL A | 0.5% | New | 225,000 | $38.4M |
| ET ENERGY TRANSFER LP | 0.4% | Held | 1,576,125 | $30.1M |
| MPLX MPLX LP | 0.4% | Held | 502,460 | $28.3M |
| WHR WHIRLPOOL CORP | 0.4% | Reduced −63.3% | 715,000 | $28.2M |
| BRK/B PUT BERKSHIRE HATHAWAY INC-CL B | 0.2% | New | 25,000 | $12.5M |
| GT GOODYEAR TIRE & RUBBER CO | 0.1% | New | 1,508,591 | $10.0M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SNDK SANDISK CORP | 281,250 | $178.7M |
| GLW CORNING INC | 1,129,500 | $153.6M |
| PDD PDD HOLDINGS INC | 900,000 | $92.0M |
| LHX L3HARRIS TECHNOLOGIES INC | 198,000 | $68.3M |
| RTX RTX CORP | 342,000 | $66.0M |
| BALL BALL CORP | 837,000 | $49.5M |
| JD JD.COM INC-ADR | 1,305,000 | $38.6M |
| LYFT LYFT INC-A | 2,700,000 | $35.9M |
| MSFT MICROSOFT CORP | 90,000 | $33.3M |
| KWEB KRANESH CSI CHINA INTERNET | 1,080,000 | $30.7M |
| UNH UNITEDHEALTH GROUP INC | 90,000 | $24.4M |
| DB DEUTSCHE BANK AG-REGISTERED | 257,616 | $7.7M |
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.