DT
David Tepper (Appaloosa) disclosed new in INTEL CORP
David Tepper (Appaloosa) filed a 13F change in INTEL CORP (458140100) on 2025-08-14, covering period end 2025-06-30.
Action
New
Capital
$179,200,000 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
46 changes from David Tepper (Appaloosa), filed 2025-08-14 for period end 2025-06-30.
$6.4B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
78468R796 SPDR SER TR | Sold out | -$2.5B | $0 | 39.03% |
91324P102 UNITEDHEALTH GROUP INC | Increased | $672.7M | $764.3M | 10.43% |
01609W102 ALIBABA GROUP HLDG LTD | Reduced | -$419.0M | $801.5M | 6.50% |
722304102 PDD HOLDINGS INC | Reduced | -$307.9M | $209.3M | 4.77% |
37833100 APPLE INC | Sold out | -$277.7M | $0 | 4.31% |
67066G104 NVIDIA CORPORATION | Increased | $244.0M | $276.5M | 3.78% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $187.3M | $232.2M | 2.90% |
458140100 INTEL CORP | New | $179.2M | $179.2M | 2.78% |
464287184 ISHARES TR | Reduced | -$163.9M | $36.8M | 2.54% |
629377508 NRG ENERGY INC | Increased | $122.3M | $317.9M | 1.90% |
23135106 AMAZON COM INC | Increased | $114.8M | $592.4M | 1.78% |
47215P106 JD.COM INC | Reduced | -$102.5M | $228.5M | 1.59% |
7.5513E+105 RTX CORPORATION | New | $85.4M | $85.4M | 1.32% |
92840M102 VISTRA CORP | Increased | $78.7M | $348.9M | 1.22% |
595112103 MICRON TECHNOLOGY INC | Increased | $66.9M | $101.7M | 1.04% |
68389X105 ORACLE CORP | Reduced | -$65.1M | $32.8M | 1.01% |
594918104 MICROSOFT CORP | Increased | $57.3M | $248.7M | 0.89% |
02079K107 ALPHABET INC | Reduced | -$47.9M | $266.1M | 0.74% |
46266C105 IQVIA HLDGS INC | New | $47.3M | $47.3M | 0.73% |
910047109 UNITED AIRLS HLDGS INC | New | $43.8M | $43.8M | 0.68% |
852234103 BLOCK INC | Increased | $39.5M | $43.6M | 0.61% |
D18190898 DEUTSCHE BANK A G | Increased | $27.8M | $117.1M | 0.43% |
247361702 DELTA AIR LINES INC DEL | New | $27.0M | $27.0M | 0.42% |
963320106 WHIRLPOOL CORP | New | $27.0M | $27.0M | 0.42% |
983134107 WYNN RESORTS LTD | Sold out | -$26.7M | $0 | 0.41% |
502431109 L3HARRIS TECHNOLOGIES INC | Increased | $25.0M | $87.8M | 0.39% |
90353T100 UBER TECHNOLOGIES INC | Increased | $23.4M | $256.6M | 0.36% |
517834107 LAS VEGAS SANDS CORP | Sold out | -$22.8M | $0 | 0.35% |
11135F101 BROADCOM INC | Sold out | -$21.8M | $0 | 0.34% |
30303M102 META PLATFORMS INC | Reduced | -$21.8M | $295.2M | 0.34% |
92189F676 VANECK ETF TRUST | Sold out | -$21.1M | $0 | 0.33% |
55087P104 LYFT INC | Increased | $19.3M | $126.1M | 0.30% |
56752108 BAIDU INC | Reduced | -$17.7M | $53.6M | 0.27% |
165167172 EXPAND ENERGY CORPORATION | Sold out | -$12.3M | $0 | 0.19% |
219350105 CORNING INC | Increased | $12.2M | $92.0M | 0.19% |
482497104 KE HLDGS INC | Reduced | -$11.6M | $26.6M | 0.18% |
N07059210 ASML HOLDING N V | Increased | $9.7M | $56.1M | 0.15% |
382550101 GOODYEAR TIRE & RUBR CO | New | $8.9M | $8.9M | 0.14% |
608190104 MOHAWK INDS INC | New | $6.8M | $6.8M | 0.11% |
165167180 EXPAND ENERGY CORPORATION | Sold out | -$6.5M | $0 | 0.10% |
12769G100 CAESARS ENTERTAINMENT INC NE | Increased | $4.6M | $59.6M | 0.07% |
512807306 LAM RESEARCH CORP | Increased | $2.6M | $38.9M | 0.04% |
500767306 KRANESHARES TRUST | Reduced | -$2.3M | $137.3M | 0.04% |
29273V100 ENERGY TRANSFER L P | Reduced | -$2.3M | $89.9M | 0.04% |
747525103 QUALCOMM INC | Increased | $2.0M | $55.7M | 0.03% |
55336V100 MPLX LP | Reduced | -$1.2M | $29.8M | 0.02% |