David Tepper's Appaloosa Management reopened a position in The Boeing Company (BA) in 2026 Q2, after about 2 years out, according to the 13F-HR filed with the SEC on August 14, 2026. At quarter-end prices the stake was worth about $173.2M, or 2.32% of the reported portfolio. BA enters the book as the 12th largest of 25 stock positions.
What did the 2026 Q2 filing report for BA?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 800K |
| Reported value | $173.2M |
| Portfolio weight | 2.32% |
| Rank in portfolio | 12th of 25 |
| Sold out in | 2024 Q3 |
| Out for | about 2 years |
How big is the returning BA position?
David Tepper opened 6 stock positions in 2026 Q2; BA is the largest of them by weight. An average stock position in the David Tepper portfolio is 4% of the reported value, so the new name starts below the fund's typical size.
Where does BA sit in the David Tepper portfolio?
BA ranks 12th of 25 stock positions in the David Tepper portfolio at 2.32%, below the fund's average stock position of 4%. The largest stock position is AMZN at 15.95%. Next come MU at 15.06% and TSM at 10.55%. The three largest stocks together are 41.56% of the book. The BA purchase was the 5th largest of the quarter's 34 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, David Tepper reported 25 stock positions, with 6 opened and 12 closed. The total portfolio value is about $7.5B, up 26% from the prior quarter.
When did David Tepper hold BA before?
David Tepper held BA before. The fund first reported the name in the quarter ended September 30, 2019, sold out twice, most recently in 2024 Q3, and is back after about 2 years out. The new stake is already larger than any weight the fund reported for the name before. Every reported trade is on the David Tepper BA trade history page.
Did other funds buy or sell BA in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 5 hold BA. The largest buyers of BA this quarter were Ole Andreas Halvorsen and Harry Burn. The largest seller was Sarah Ketterer. Every tracked holder of BA is on the BA ownership page.
FAQ
How many BA shares does David Tepper hold?
David Tepper holds 800K shares of BA as of June 30, 2026, worth about $173.2M.
What is BA's weight in the David Tepper portfolio?
BA is 2.32% of the David Tepper portfolio and ranks 12th of 25 stocks by weight.
Has David Tepper owned BA before?
Yes. David Tepper held BA before. The fund first reported the name in the quarter ended September 30, 2019, sold out twice, most recently in 2024 Q3, and is back after about 2 years out.
How many other tracked funds hold BA?
5 other tracked funds that had filed for 2026 Q2 hold BA.