David Tepper
Appaloosa Management
Appaloosa Management Portfolio 13F
David Tepper Holdings Activity
- Portfolio value:
- $7.47B~ (+$2B~)
- Previous value:
- $5.93B~
- # of changes:
- 34
- New positions:
- 6
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 14 Aug 2026
Appaloosa Management has disclosed a total of 34 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 11, bought 6 totally new, decreased the number of shares of 5 and completely sold out 12 position(s).
What stocks is David Tepper buying now?
In the recent quarter David Tepper has bought 17 securities out of which top 5 purchases (by % change to portfolio) are (AMZN) Amazon.com Inc (added shares +15.74%), (TSM) Taiwan Semiconductor Manufacturing (added shares +24.29%), (GOOG) Alphabet Inc, CL-C (added shares +6.77%), (UBER) Uber Technologies Inc (added shares +21.50%) and (EWY) iShares MSCI South Korea ETF (added shares +1.04%).
In the latest report(s) the following changes have been made to the top investments: (AMZN) Amazon.com Inc (added shares +15.74%), (MU) Micron Technology Inc (reduced shares -41.44%), (TSM) Taiwan Semiconductor Manufacturing (added shares +24.29%), (GOOG) Alphabet Inc, CL-C (added shares +6.77%) and (UBER) Uber Technologies Inc (added shares +21.50%).
34 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
American Airlines Group
|
new
|
+7,500,000
|
7,500,000
|
+1.81%
|
$18.07
|
-23.89%($13.75)
|
1.81%
|
2026 Q2
|
~0.25 years
|
|
|
|
The Boeing Company
|
new
|
+800,000
|
800,000
|
+2.32%
|
$216.47
|
-3.65%($208.56)
|
2.32%
|
2026 Q2
|
~0.25 years
|
|
|
|
Broadcom Inc
|
new
|
+150,000
|
150,000
|
+0.76%
|
$377.75
|
-2.50%($368.32)
|
0.76%
|
2026 Q2
|
~0.25 years
|
|
|
|
CoreWeave, Inc, CL-A
|
new
|
+1,078,248
|
1,078,248
|
+1.44%
|
$99.54
|
-15.71%($83.90)
|
1.44%
|
2026 Q2
|
~0.25 years
|
|
|
|
Goodyear Tire & Rubber Co
|
new
|
+1,508,591
|
1,508,591
|
+0.13%
|
$6.60
|
-6.89%($6.14)
|
0.13%
|
2026 Q2
|
~0.25 years
|
|
|
|
Space Exploration Technologies Corp, CL-A
|
new
|
+225,000
|
225,000
|
+0.51%
|
$170.86
|
-17.70%($140.62)
|
0.51%
|
2026 Q2
|
~0.25 years
|
|
|
|
Baidu Inc
|
+87.11%
|
+602,900
|
1,295,000
|
+0.92%
|
$114.29
|
-15.20%($96.92)
|
1.98%
|
2023 Q2
|
~3.25 years
|
|
|
|
Meta Platforms Inc
|
+54.64%
|
+238,500
|
675,000
|
+1.8%
|
$563.29
|
+2.23%($575.86)
|
5.09%
|
2016 Q3
|
~10.00 years
|
|
|
|
Taiwan Semiconductor Manufacturing
|
+24.29%
|
+322,500
|
1,650,000
|
+2.06%
|
$477.57
|
-11.84%($421.03)
|
10.55%
|
2023 Q2
|
~3.25 years
|
|
|
|
Uber Technologies Inc
|
+21.50%
|
+1,361,351
|
7,694,071
|
+1.31%
|
$72.16
|
+8.73%($78.46)
|
7.43%
|
2021 Q2
|
~5.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".