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T
Tepper
Appaloosa Management LP
Latest 13F: Q1 2026
Filed May 15, 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
31
New Buys
1
Sold
17
Increased
8
Decreased
22
Total Value
$5.9B
Sector Allocation
Latest Trades (Quarter-over-Quarter Changes)
| ACTION | SYMBOL | NAME | SHARES CHG | VALUE | WEIGHT % |
|---|---|---|---|---|---|
| SOLD | AAL | -14,150,000 | -- | -- | |
| INCREASED | UBER | UBER TECHNOLOGIES INC |
+4,482,720
avg ~$71.93
·
~$322.4M
|
$455.5M | 7.7% |
| DECREASED | KWEB | KRANESHARES TRUST |
-3,670,000
avg ~$28.43
·
~$104.3M
|
$30.7M | 0.5% |
| DECREASED | DB | DEUTSCHE BK AG |
-2,892,384
avg ~$29.78
·
~$86.1M
|
$7.7M | 0.1% |
| DECREASED | JD | JD.COM INC |
-2,852,046
avg ~$29.57
·
~$84.3M
|
$38.6M | 0.7% |
| SOLD | GT | -2,500,000 | -- | -- | |
| INCREASED | AMZN | AMAZON COM INC |
+2,140,609
avg ~$208.27
·
~$445.8M
|
$899.7M | 15.2% |
| DECREASED | WHR | WHIRLPOOL CORP |
-1,960,000
avg ~$53.92
·
~$105.7M
|
$105.1M | 1.8% |
| DECREASED | BABA | ALIBABA GROUP HLDG LTD |
-1,672,931
avg ~$125.46
·
~$209.9M
|
$434.7M | 7.3% |
| INCREASED | MU | MICRON TECHNOLOGY INC |
+1,415,000
avg ~$337.84
·
~$478.0M
|
$562.5M | 9.5% |
| DECREASED | LYFT | LYFT INC |
-1,100,000
avg ~$13.30
·
~$14.6M
|
$35.9M | 0.6% |
| SOLD | FXI | -1,087,500 | -- | -- | |
| INCREASED | VST | VISTRA CORP |
+1,077,332
avg ~$150.33
·
~$162.0M
|
$304.0M | 5.1% |
| SOLD | OC | -950,000 | -- | -- | |
| DECREASED | PDD | PDD HOLDINGS INC |
-875,000
avg ~$102.18
·
~$89.4M
|
$92.0M | 1.5% |
| SOLD | MHK | -675,000 | -- | -- | |
| DECREASED | QCOM | QUALCOMM INC |
-646,387
avg ~$128.78
·
~$83.2M
|
$64.2M | 1.1% |
| DECREASED | ET | ENERGY TRANSFER L P |
-615,125
avg ~$19.30
·
~$11.9M
|
$30.4M | 0.5% |
| INCREASED | EWY | ISHARES INC |
+525,000
avg ~$123.01
·
~$64.6M
|
$295.2M | 5.0% |
| SOLD | DAL | -475,000 | -- | -- | |
| SOLD | UAL | -465,000 | -- | -- | |
| DECREASED | GLW | CORNING INC |
-440,700
avg ~$135.97
·
~$59.9M
|
$153.6M | 2.6% |
| DECREASED | MSFT | MICROSOFT CORP |
-410,000
avg ~$370.17
·
~$151.8M
|
$33.3M | 0.6% |
| DECREASED | BALL | BALL CORP |
-363,000
avg ~$59.11
·
~$21.5M
|
$49.5M | 0.8% |
| NEW | SNDK | SANDISK CORP |
+281,250
avg ~$635.34
·
~$178.7M
|
$178.7M | 3.0% |
Full Holdings (31 positions)
| SYMBOL | NAME | SHARES | VALUE | WEIGHT % | ACTION |
|---|---|---|---|---|---|
| AMZN | AMAZON COM INC |
4,320,000
$208.27/sh
cost $289.84 (-28.1%)
|
$899.7M | 15.2% | INCREASED |
| MU | MICRON TECHNOLOGY INC |
1,665,000
$337.84/sh
cost $51.09 (+561.3%)
|
$562.5M | 9.5% | INCREASED |
| GOOG | ALPHABET INC |
1,732,700
$286.86/sh
cost $399.11 (-28.1%)
|
$497.0M | 8.4% | DECREASED |
| UBER | UBER TECHNOLOGIES INC |
6,332,720
$71.93/sh
cost $55.23 (+30.2%)
|
$455.5M | 7.7% | INCREASED |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC |
1,327,500
$337.95/sh
cost $165.95 (+103.6%)
|
$448.6M | 7.6% | INCREASED |
| BABA | ALIBABA GROUP HLDG LTD |
3,465,000
$125.46/sh
cost $128.29 (-2.2%)
|
$434.7M | 7.3% | DECREASED |
| VST | VISTRA CORP |
2,022,332
$150.33/sh
cost $70.58 (+113.0%)
|
$304.0M | 5.1% | INCREASED |
| EWY | ISHARES INC |
2,400,000
$123.01/sh
cost $95.47 (+28.8%)
|
$295.2M | 5.0% | INCREASED |
| NVDA | NVIDIA CORPORATION |
1,471,500
$174.40/sh
cost $279.39 (-37.6%)
|
$256.6M | 4.3% | DECREASED |
| NRG | NRG ENERGY INC |
1,734,442
$146.14/sh
cost $49.24 (+196.8%)
|
$253.5M | 4.3% | INCREASED |
| META | META PLATFORMS INC |
436,500
$572.13/sh
cost $222.92 (+156.7%)
|
$249.7M | 4.2% | DECREASED |
| SNDK | SANDISK CORP |
281,250
$635.34/sh
cost $635.34 (+0.0%)
|
$178.7M | 3.0% | NEW |
| GLW | CORNING INC |
1,129,500
$135.97/sh
cost $56.88 (+139.0%)
|
$153.6M | 2.6% | DECREASED |
| WHR | WHIRLPOOL CORP |
1,950,000
$53.92/sh
cost $126.39 (-57.3%)
|
$105.1M | 1.8% | DECREASED |
| PDD | PDD HOLDINGS INC |
900,000
$102.18/sh
cost $116.44 (-12.2%)
|
$92.0M | 1.5% | DECREASED |
| LRCX | LAM RESEARCH CORP |
382,500
$213.66/sh
cost $205.23 (+4.1%)
|
$81.7M | 1.4% | DECREASED |
| BIDU | BAIDU INC |
692,100
$111.42/sh
cost $106.66 (+4.5%)
|
$77.1M | 1.3% | INCREASED |
| LHX | L3HARRIS TECHNOLOGIES INC |
198,000
$345.15/sh
cost $254.96 (+35.4%)
|
$68.3M | 1.2% | DECREASED |
| RTX | RTX CORPORATION |
342,000
$192.90/sh
cost $155.94 (+23.7%)
|
$66.0M | 1.1% | DECREASED |
| ASML | ASML HLDG NV |
49,500
$1320.83/sh
cost $792.30 (+66.7%)
|
$65.4M | 1.1% | DECREASED |
| QCOM | QUALCOMM INC |
498,613
$128.78/sh
cost $129.88 (-0.8%)
|
$64.2M | 1.1% | DECREASED |
| BALL | BALL CORP |
837,000
$59.11/sh
cost $52.97 (+11.6%)
|
$49.5M | 0.8% | DECREASED |
| AMD | ADVANCED MICRO DEVICES INC |
221,400
$203.43/sh
cost $139.34 (+46.0%)
|
$45.0M | 0.8% | DECREASED |
| JD | JD.COM INC |
1,305,000
$29.57/sh
cost $34.74 (-14.9%)
|
$38.6M | 0.7% | DECREASED |
| LYFT | LYFT INC |
2,700,000
$13.30/sh
cost $14.14 (-5.9%)
|
$35.9M | 0.6% | DECREASED |