Appaloosa (David Tepper)
Appaloosa (David Tepper) (Appaloosa LP) reported 27 positions worth $7.73B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AMZN (15.4%). Biggest move: reduce MU ($796.5M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMZN | SH | $1.19B | 15.43% | 7.5 Years | 5,000,000 | — | — | |
| ▸ 2 | MU | SH | $1.13B | 14.57% | 3.3 Years | 975,000 | — | — | |
| ▸ 3 | TSM | SH | $788.0M | 10.20% | 3.3 Years | 1,650,000 | — | — | |
| ▸ 4 | GOOG | SH | $653.7M | 8.46% | >10 Years | 1,850,000 | — | — | |
| ▸ 5 | UBER | SH | $555.2M | 7.19% | 5.3 Years | 7,694,071 | — | — | |
| ▸ 6 | EWY | SH | $489.6M | 6.34% | 3 Q | 2,425,000 | — | — | |
| ▸ 7 | META | SH | $380.2M | 4.92% | >10 Years | 675,000 | — | — | |
| ▸ 8 | VST | SH | $351.4M | 4.55% | 2 Years | 2,215,272 | — | — | |
| ▸ 9 | NVDA | SH | $305.1M | 3.95% | 3.5 Years | 1,525,000 | — | — | |
| ▸ 10 | NRG | SH | $257.1M | 3.33% | 2 Years | 1,760,000 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Altimeter Capital Management | 28.6% | LRCX, MU, QCOM, TSM, META, NVDA, AMZN, UBER +2 |
| Whale Rock Capital Management | 15.4% | LRCX, TSM, META, NVDA, AMZN, AVGO, AMD, SPCX |
| Coatue Management | 15.2% | LRCX, MU, QCOM, TSM, GOOG, META, NVDA, AMZN +4 |
| Tiger Global Management | 14.5% | LRCX, TSM, META, NVDA, AMZN, AVGO, UBER, AMD +1 |
| Light Street Capital Management | 13.0% | TSM, NVDA, AMZN, AVGO, AMD, N07059210 |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Appaloosa (David Tepper) hold as of Q2 2026?
Appaloosa (David Tepper) reported 27 positions worth $7.73B in its Q2 2026 13F filing. Largest positions: AMZN (15.4%), MU (14.6%), TSM (10.2%), GOOG (8.5%) and UBER (7.2%).
What did Appaloosa (David Tepper) buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Appaloosa (David Tepper) sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.