SEC FORM 13F
데이비드 테퍼
Appaloosa
David Tepper
- 공시 기준일
- 2026-03-31
- 표시 종목
- 23 / 31
- 13F 평가액
- $5.9B
이번 분기 하이라이트 (2026-03-31 공시)
신규 매수0
추가 매수7
Amazon Com, Micron Technology, Uber Technologies …
축소16
Alphabet Class C, NVIDIA, Meta Platforms Class A …
보유 종목
비중 높은 순
- 1Amazon Com17.9%AMZN-US · $899.7M추가+2,140,609주
- 2Micron Technology11.2%MU-US · $562.5M추가+165,000주
- 3Alphabet Class C9.9%GOOG-US · $497M축소-54,231주
- 4Uber Technologies9.1%UBER-US · $455.5M추가+4,482,720주
- 5Taiwan Semiconductor Manufacturing8.9%TSM-US · $448.6M추가+197,500주
- 6Vistra6.1%VST-US · $304M추가+1,077,332주
- 7Ishares Msci South Korea ETF5.9%EWY-US · $295.2M추가+525,000주
- 8NVIDIA5.1%NVDA-US · $256.6M축소-228,500주
- 9NRG Energy5%NRG-US · $253.5M추가+94,442주
- 10Meta Platforms Class A5%META-US · $249.7M축소-163,500주
- 11Corning3.1%GLW-US · $153.6M축소-440,700주
- 12Whirlpool2.1%WHR-US · $105.1M축소-1,960,000주
- 13Lam Research1.6%LRCX-US · $81.7M축소-42,500주
- 14L3Harris Technologies1.4%LHX-US · $68.3M축소-97,000주
- 15Raytheon Technologies1.3%RTX-US · $66M축소-158,000주
- 16ASML Holding NV ADR1.3%ASML-US · $65.4M축소-13,000주
- 17QUALCOMM1.3%QCOM-US · $64.2M축소-646,387주
- 18Ball1%BALL-US · $49.5M축소-363,000주
- 19Advanced Micro Devices0.9%AMD-US · $45M축소-103,600주
- 20Lyft Class A0.7%LYFT-US · $35.9M축소-1,100,000주
- 21Microsoft0.7%MSFT-US · $33.3M축소-410,000주
- 22UnitedHealth Group0.5%UNH-US · $24.4M축소-110,000주
- 23Deutsche Bank0.2%DB-US · $7.7M축소-2,892,384주
사실 정보이며 투자 조언이 아닙니다.