David Tepper
Appaloosa LP
Portfolio (13F)
$5.93B
Holdings
31
As of
Mar 31, 2026
Latest moves — news scan (AI)
A daily AI scan of news & filings — beyond the official (lagged) 13F.
Scanning recent news…
AI insight on these moves
New buys
1Sandisk CORP
281.25K shares · 3.01% of port.
$178.69M
New
Sold out
8American Airls Group INC
0 shares
$216.92M
Exited
Owens Corning New
0 shares
$106.31M
Exited
Mohawk Inds INC
0 shares
$73.78M
Exited
Iqvia Hldgs INC
0 shares
$63.11M
Exited
United Airls Hldgs INC
0 shares
$52.00M
Exited
Ishares Tr
0 shares
$41.64M
Exited
Delta Air Lines INC Del
0 shares
$32.97M
Exited
Goodyear Tire &Amp; Rubr CO
0 shares
$21.90M
Exited
Added
7Amazon COM INC
4.32M shares · 15.16% of port.
$899.73M
+98.22%
Uber Technologies INC
6.33M shares · 7.68% of port.
$455.51M
+242.31%
Taiwan Semiconductor Manufac
1.33M shares · 7.56% of port.
$448.63M
+17.48%
Vistra CORP
2.02M shares · 5.12% of port.
$304.02M
+114.00%
Ishares INC
2.40M shares · 4.98% of port.
$295.22M
+28.00%
Nrg Energy INC
1.73M shares · 4.27% of port.
$253.47M
+5.76%
Baidu INC
692.10K shares · 1.30% of port.
$77.11M
+20.37%
Trimmed
15Micron Technology INC
1.67M shares · 9.48% of port.
$562.50M
-4.86%
Alphabet INC
1.73M shares · 8.38% of port.
$497.04M
-3.03%
Alibaba Group Hldg LTD
3.46M shares · 7.33% of port.
$434.72M
-32.56%
Nvidia Corporation
1.47M shares · 4.33% of port.
$256.63M
-13.44%
Meta Platforms INC
436.50K shares · 4.21% of port.
$249.73M
-27.25%
Corning INC
1.13M shares · 2.59% of port.
$153.58M
-28.07%
Whirlpool CORP
1.95M shares · 1.77% of port.
$105.14M
-50.13%
Pdd Holdings INC
900.00K shares · 1.55% of port.
$91.96M
-49.30%
Lam Research CORP
382.50K shares · 1.38% of port.
$81.72M
-10.00%
L3harris Technologies INC
198.00K shares · 1.15% of port.
$68.34M
-32.88%
Rtx Corporation
342.00K shares · 1.11% of port.
$65.97M
-31.60%
Asml Hldg NV
49.50K shares · 1.10% of port.
$65.38M
-20.80%
Qualcomm INC
498.61K shares · 1.08% of port.
$64.21M
-56.45%
Ball CORP
837.00K shares · 0.83% of port.
$49.48M
-30.25%
Advanced Micro Devices INC
221.40K shares · 0.76% of port.
$45.04M
-31.88%
Top holdings
25Amazon COM INC
4.32M shares · 15.16% of port.
$899.73M
+98.22%
Micron Technology INC
1.67M shares · 9.48% of port.
$562.50M
-4.86%
Alphabet INC
1.73M shares · 8.38% of port.
$497.04M
-3.03%
Uber Technologies INC
6.33M shares · 7.68% of port.
$455.51M
+242.31%
Taiwan Semiconductor Manufac
1.33M shares · 7.56% of port.
$448.63M
+17.48%
Alibaba Group Hldg LTD
3.46M shares · 7.33% of port.
$434.72M
-32.56%
Vistra CORP
2.02M shares · 5.12% of port.
$304.02M
+114.00%
Ishares INC
2.40M shares · 4.98% of port.
$295.22M
+28.00%
Nvidia Corporation
1.47M shares · 4.33% of port.
$256.63M
-13.44%
Nrg Energy INC
1.73M shares · 4.27% of port.
$253.47M
+5.76%
Meta Platforms INC
436.50K shares · 4.21% of port.
$249.73M
-27.25%
Sandisk CORP
281.25K shares · 3.01% of port.
$178.69M
—
Corning INC
1.13M shares · 2.59% of port.
$153.58M
-28.07%
Whirlpool CORP
1.95M shares · 1.77% of port.
$105.14M
-50.13%
Pdd Holdings INC
900.00K shares · 1.55% of port.
$91.96M
-49.30%
Lam Research CORP
382.50K shares · 1.38% of port.
$81.72M
-10.00%
Baidu INC
692.10K shares · 1.30% of port.
$77.11M
+20.37%
L3harris Technologies INC
198.00K shares · 1.15% of port.
$68.34M
-32.88%
Rtx Corporation
342.00K shares · 1.11% of port.
$65.97M
-31.60%
Asml Hldg NV
49.50K shares · 1.10% of port.
$65.38M
-20.80%
Qualcomm INC
498.61K shares · 1.08% of port.
$64.21M
-56.45%
Ball CORP
837.00K shares · 0.83% of port.
$49.48M
-30.25%
Advanced Micro Devices INC
221.40K shares · 0.76% of port.
$45.04M
-31.88%
Jd.COM INC
1.30M shares · 0.65% of port.
$38.59M
-68.61%
Lyft INC
2.70M shares · 0.61% of port.
$35.91M
-28.95%
13F data from SEC EDGAR: a snapshot of US long equity positions, lagged up to ~45 days after quarter-end. Excludes shorts, cash, bonds and non-US holdings. For research only — not investment advice.