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SEC FORM 13F

David Tepper

Appaloosa

As filed
2026-03-31
Shown
22 / 31
13F value
$5.9B

This quarter's moves (2026-03-31)

New buys0
Added7

Amazon Com, Micron Technology, Uber Technologies …

Trimmed15

Alphabet Class C, NVIDIA, Meta Platforms Class A …

Holdings

By weight

  1. 1
    Amazon Com17.9%
    AMZN-US · $899.7MAdded+2,140,609 sh
  2. 2
    Micron Technology11.2%
    MU-US · $562.5MAdded+165,000 sh
  3. 3
    Alphabet Class C9.9%
    GOOG-US · $497MTrimmed-54,231 sh
  4. 4
    Uber Technologies9.1%
    UBER-US · $455.5MAdded+4,482,720 sh
  5. 5
    Taiwan Semiconductor Manufacturing8.9%
    TSM-US · $448.6MAdded+197,500 sh
  6. 6
    Vistra6.1%
    VST-US · $304MAdded+1,077,332 sh
  7. 7
    Ishares Msci South Korea ETF5.9%
    EWY-US · $295.2MAdded+525,000 sh
  8. 8
    NVIDIA5.1%
    NVDA-US · $256.6MTrimmed-228,500 sh
  9. 9
    NRG Energy5.1%
    NRG-US · $253.5MAdded+94,442 sh
  10. 10
    Meta Platforms Class A5%
    META-US · $249.7MTrimmed-163,500 sh
  11. 11
    Corning3.1%
    GLW-US · $153.6MTrimmed-440,700 sh
  12. 12
    Whirlpool2.1%
    WHR-US · $105.1MTrimmed-1,960,000 sh
  13. 13
    Lam Research1.6%
    LRCX-US · $81.7MTrimmed-42,500 sh
  14. 14
    L3Harris Technologies1.4%
    LHX-US · $68.3MTrimmed-97,000 sh
  15. 15
    Raytheon Technologies1.3%
    RTX-US · $66MTrimmed-158,000 sh
  16. 16
    ASML Holding NV ADR1.3%
    ASML-US · $65.4MTrimmed-13,000 sh
  17. 17
    QUALCOMM1.3%
    QCOM-US · $64.2MTrimmed-646,387 sh
  18. 18
    Ball1%
    BALL-US · $49.5MTrimmed-363,000 sh
  19. 19
    Advanced Micro Devices0.9%
    AMD-US · $45MTrimmed-103,600 sh
  20. 20
    Lyft Class A0.7%
    LYFT-US · $35.9MTrimmed-1,100,000 sh
  21. 21
    Microsoft0.7%
    MSFT-US · $33.3MTrimmed-410,000 sh
  22. 22
    UnitedHealth Group0.5%
    UNH-US · $24.4MTrimmed-110,000 sh

Factual information from reported filings; not investment advice.