← Back to Gurus
T

Tepper

Appaloosa Management LP

CIK: 0001656456 | AUM: ~$15B

Latest 13F: Q2 2026 Filed Aug 14, 2026

David Tepper's distressed debt and equity fund

13F filings have a ~45-day lag. Positions may have changed since the filing date.
Positions 27
New Buys 6
Sold 27
Increased 13
Decreased 5
Total Value $7.7B

Sector Allocation

Latest Trades (Quarter-over-Quarter Changes)

ACTION SYMBOL NAME SHARES CHG VALUE WEIGHT %
INCREASED AAL AMERICAN AIRLINES GROUP INC +7,500,000
avg ~$18.07 · ~$135.5M
$135.5M 1.8%
SOLD LYFT -2,700,000 -- --
INCREASED GT GOODYEAR TIRE & RUBR CO +1,508,591
avg ~$6.60 · ~$10.0M
$10.0M 0.1%
DECREASED BABA ALIBABA GROUP HLDG LTD -1,465,000
avg ~$95.98 · ~$140.6M
$192.0M 2.5%
INCREASED UBER UBER TECHNOLOGIES INC +1,361,351
avg ~$72.16 · ~$98.2M
$555.2M 7.2%
SOLD JD -1,305,000 -- --
DECREASED WHR WHIRLPOOL CORP -1,235,000
avg ~$39.42 · ~$48.7M
$28.2M 0.4%
SOLD GLW -1,129,500 -- --
SOLD KWEB -1,080,000 -- --
NEW CRWV COREWEAVE INC +1,078,248
avg ~$99.54 · ~$107.3M
$107.3M 1.4%
SOLD PDD -900,000 -- --
SOLD BALL -837,000 -- --
NEW AAPL APPLE INC +835,000
avg ~$289.36 · ~$241.6M
$241.6M 3.1%
NEW BA BOEING CO +800,000
avg ~$216.47 · ~$173.2M
$173.2M 2.2%
DECREASED MU MICRON TECHNOLOGY INC -690,000
avg ~$1154.29 · ~$796.5M
$1.1B 14.6%
INCREASED AMZN AMAZON COM INC +680,000
avg ~$238.34 · ~$162.1M
$1.2B 15.4%
INCREASED BIDU BAIDU INC +602,900
avg ~$114.29 · ~$68.9M
$148.0M 1.9%
SOLD RTX -342,000 -- --
INCREASED TSM TAIWAN SEMICONDUCTOR MANUFAC +322,500
avg ~$477.57 · ~$154.0M
$788.0M 10.2%
SOLD SNDK -281,250 -- --
SOLD DB -257,616 -- --
DECREASED QCOM QUALCOMM INC -248,613
avg ~$184.79 · ~$45.9M
$46.2M 0.6%
INCREASED META META PLATFORMS INC +238,500
avg ~$563.29 · ~$134.3M
$380.2M 4.9%
NEW SPCX SPACE EXPLORATION TECHN CORP +225,000
avg ~$170.86 · ~$38.4M
$38.4M 0.5%
SOLD LHX -198,000 -- --

Full Holdings (27 positions)

SYMBOL NAME SHARES VALUE WEIGHT % ACTION
AMZN AMAZON COM INC 5,000,000
$238.34/sh
cost $289.02 (-17.5%)
 $1.2B 15.4% INCREASED
MU MICRON TECHNOLOGY INC 975,000
$1154.29/sh
cost $51.09 (+2159.3%)
 $1.1B 14.6% DECREASED
TSM TAIWAN SEMICONDUCTOR MANUFAC 1,650,000
$477.57/sh
cost $178.79 (+167.1%)
 $788.0M 10.2% INCREASED
GOOG ALPHABET INC 1,850,000
$353.33/sh
cost $398.96 (-11.4%)
 $653.7M 8.5% INCREASED
UBER UBER TECHNOLOGIES INC 7,694,071
$72.16/sh
cost $55.64 (+29.7%)
 $555.2M 7.2% INCREASED
EWY ISHARES INC 2,425,000
$201.90/sh
cost $96.09 (+110.1%)
 $489.6M 6.3% INCREASED
META META PLATFORMS INC 675,000
$563.29/sh
cost $224.05 (+151.4%)
 $380.2M 4.9% INCREASED
VST VISTRA CORP 2,215,272
$158.63/sh
cost $71.20 (+122.8%)
 $351.4M 4.5% INCREASED
NVDA NVIDIA CORPORATION 1,525,000
$200.09/sh
cost $278.94 (-28.3%)
 $305.1M 3.9% INCREASED
NRG NRG ENERGY INC 1,760,000
$146.06/sh
cost $49.30 (+196.3%)
 $257.1M 3.3% INCREASED
AAPL APPLE INC 835,000
$289.36/sh
cost $175.81 (+64.6%)
 $241.6M 3.1% NEW
BABA ALIBABA GROUP HLDG LTD 2,000,000
$95.98/sh
cost $128.29 (-25.2%)
 $192.0M 2.5% DECREASED
BA BOEING CO 800,000
$216.47/sh
cost $210.46 (+2.9%)
 $173.2M 2.2% NEW
LRCX LAM RESEARCH CORP 382,500
$433.33/sh
cost $205.23 (+111.1%)
 $165.7M 2.1% UNCHANGED
BIDU BAIDU INC 1,295,000
$114.29/sh
cost $107.03 (+6.8%)
 $148.0M 1.9% INCREASED
AAL AMERICAN AIRLINES GROUP INC 7,500,000
$18.07/sh
cost $16.34 (+10.6%)
 $135.5M 1.8% INCREASED
AMD ADVANCED MICRO DEVICES INC 197,500
$580.91/sh
cost $139.34 (+316.9%)
 $114.7M 1.5% DECREASED
CRWV COREWEAVE INC 1,078,248
$99.54/sh
cost $99.54 (+0.0%)
 $107.3M 1.4% NEW
ASML ASML HLDG NV 50,000
$1989.44/sh
cost $793.00 (+150.9%)
 $99.5M 1.3% INCREASED
AVGO BROADCOM INC 150,000
$377.75/sh
cost $335.29 (+12.7%)
 $56.7M 0.7% NEW
QCOM QUALCOMM INC 250,000
$184.79/sh
cost $129.88 (+42.3%)
 $46.2M 0.6% DECREASED
SPCX SPACE EXPLORATION TECHN CORP 225,000
$170.86/sh
cost $170.86 (+0.0%)
 $38.4M 0.5% NEW
ET ENERGY TRANSFER L P 1,576,125
$19.12/sh
cost $11.32 (+68.9%)
 $30.1M 0.4% UNCHANGED
MPLX MPLX LP 502,460
$56.33/sh
cost $36.79 (+53.1%)
 $28.3M 0.4% UNCHANGED
WHR WHIRLPOOL CORP 715,000
$39.42/sh
cost $126.39 (-68.8%)
 $28.2M 0.4% DECREASED