David Tepper Holdings Activity

Appaloosa Management Portfolio 13F

Appaloosa Management has disclosed a total of 39 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 8, bought 4 totally new, decreased the number of shares of 21 and completely sold out 6 position(s).

What stocks is David Tepper buying now?

In the recent quarter David Tepper has bought 12 securities out of which top 5 purchases (by % change to portfolio) are (UBER) UBER TECHNOLOGIES INC (added shares +113.33%), (DB) DEUTSCHE BANK AG-REGISTERED (new buy), (LHX) L3HARRIS TECHNOLOGIES INC (new buy), (META) META PLATFORMS INC-CLASS A (added shares +12.24%) and (NRG) NRG ENERGY INC (added shares +12.95%).

What does David Tepper invest in?

David Tepper's top 5 holdings (by % of portfolio) are (BABA) ALIBABA GROUP HOLDING-SP ADR (21.92%), (PDD) PINDUODUO INC-ADR (9.29%), (AMZN) AMAZONCOM INC (8.58%), (JD) JDCOM INC-ADR (5.95%) and (META) META PLATFORMS INC-CLASS A (5.69%).

In the latest report(s) the following changes have been made to the top investments: (BABA) ALIBABA GROUP HOLDING-SP ADR (reduced shares -22.06%), (PDD) PINDUODUO INC-ADR (reduced shares -18.41%), (AMZN) AMAZONCOM INC (reduced shares -3.46%), (JD) JDCOM INC-ADR (reduced shares -23.08%) and (META) META PLATFORMS INC-CLASS A (added shares +12.24%).

2020 Q3 (33 results)
GT
-9.00%
-261,000
-0.06%
$7.67
47.06% $11.28
0.62%
HCA
-10.95%
-115,000
-0.25%
$124.68
173.88% $341.48
2.06%
TMUS
-11.61%
-685,000
-1.39%
$114.36
116.42% $247.50
10.54%
EMR
-11.96%
-167,500
-0.19%
$65.57
123.91% $146.82
1.43%
CRM
-12.50%
-33,437
-0.28%
$251.32
6.52% $267.70
1.94%
ADBE
-15.25%
-31,500
-0.27%
$490.43
24.21% $371.69
1.52%
TWTR
-16.04%
-890,000
-0.70%
$44.50
20.67% $53.70
3.67%
BSX
-17.11%
-99,125
-0.11%
$38.21
177.97% $106.21
0.00%
MA
-18.81%
-102,500
-0.61%
$338.17
66.63% $563.50
2.65%
V
-19.05%
-160,000
-0.57%
$199.97
77.01% $353.97
2.40%
AMLP
-19.05%
-213,000
-0.08%
$19.98
145.79% $49.11
0.32%
META
-20.85%
-465,500
-2.16%
$261.90
172.93% $714.80
8.18%
GOOG
-22.90%
-1,530,000
-1.99%
$73.48
162.93% $193.20
6.69%
DIS
-26.67%
-320,000
-0.70%
$124.08
1.72% $121.95
1.93%
PYPL
-29.60%
-141,625
-0.90%
$197.03
60.50% $77.82
2.13%
SQ
-30.04%
-121,293
-0.35%
$162.55
48.66% $83.46
0.81%
TEN
-31.36%
-179,400
-0.04%
$6.94
185.14% $19.79
0.09%
SYY
-32.00%
-600,000
-0.66%
$62.22
28.35% $79.86
1.40%
WES
-33.72%
-358,985
-0.05%
$8.00
408.08% $40.65
0.10%
ENBL
-33.76%
-93,149
-0.01%
$4.14
70.35% $7.05
0.02%
BABA
-34.22%
-739,200
-6.00%
$293.98
58.79% $121.15
11.54%
AMZN
-37.11%
-1,670,000
-4.65%
$157.44
47.51% $232.23
7.88%
MO
-40.32%
-390,625
-0.43%
$38.64
54.27% $59.61
0.00%
NFLX
-42.83%
-98,500
-0.87%
$500.03
136.14% $1,180.76
1.16%
UNH
-47.78%
-32,572
-0.36%
$311.77
10.65% $278.58
0.39%
T
-49.05%
-4,452,200
-2.24%
$28.51
2.07% $27.92
0.00%
WFC
-53.95%
-1,025,000
-0.43%
$23.51
256.75% $83.87
0.36%
QCOM
-100.00%
-368,582
-0.83%
$91.21
74.15% $158.84
0.00%
TSLA
-100.00%
-105,000
-0.13%
$71.99
324.08% $305.30
0.00%
TMUSR
-100.00%
-1,550,000
-0.00%
$0.17
-
0.00%
AVGO
-100.00%
-1,580,000
-1.12%
$31.56
814.77% $288.71
0.00%
VST
-100.00%
-1,120,000
-0.37%
$18.62
953.94% $196.24
0.00%
HUM
-100.00%
-14,000
-0.10%
$387.79
40.89% $229.21
0.00%
33 of 1,232

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.