DT
David Tepper (Appaloosa) disclosed increased in ALPHABET INC
David Tepper (Appaloosa) filed a 13F change in ALPHABET INC (02079K107) on 2026-02-17, covering period end 2025-12-31.
Action
Increased
Capital
$560,738,948 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
47 changes from David Tepper (Appaloosa), filed 2026-02-17 for period end 2025-12-31.
$6.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
595112103 MICRON TECHNOLOGY INC | Increased | $415.8M | $499.5M | 6.00% |
01609W102 ALIBABA GROUP HLDG LTD | Reduced | -$399.7M | $753.1M | 5.77% |
02079K107 ALPHABET INC | Increased | $222.8M | $560.7M | 3.22% |
464286772 ISHARES INC | New | $182.3M | $182.3M | 2.63% |
963320106 WHIRLPOOL CORP | Reduced | -$150.2M | $282.1M | 2.17% |
500767306 KRANESHARES TRUST | Reduced | -$149.1M | $161.7M | 2.15% |
30303M102 META PLATFORMS INC | Increased | $124.3M | $396.1M | 1.80% |
337738108 FISERV INC | Sold out | -$119.3M | $0 | 1.72% |
02376R102 AMERICAN AIRLS GROUP INC | Increased | $112.9M | $216.9M | 1.63% |
47215P106 JD.COM INC | Reduced | -$98.4M | $119.3M | 1.42% |
92840M102 VISTRA CORP | Reduced | -$91.5M | $152.5M | 1.32% |
90353T100 UBER TECHNOLOGIES INC | Reduced | -$84.6M | $151.2M | 1.22% |
7903107 ADVANCED MICRO DEVICES INC | Reduced | -$84.1M | $69.6M | 1.21% |
690742101 OWENS CORNING NEW | Increased | $83.5M | $106.3M | 1.21% |
58498106 BALL CORP | New | $63.6M | $63.6M | 0.92% |
89832Q109 TRUIST FINL CORP | Sold out | -$63.4M | $0 | 0.92% |
56752108 BAIDU INC | Reduced | -$62.6M | $75.1M | 0.90% |
12769G100 CAESARS ENTERTAINMENT INC NE | Sold out | -$56.8M | $0 | 0.82% |
608190104 MOHAWK INDS INC | Increased | $53.0M | $73.8M | 0.76% |
55087P104 LYFT INC | Reduced | -$49.6M | $73.6M | 0.72% |
29273V100 ENERGY TRANSFER L P | Reduced | -$48.9M | $36.1M | 0.71% |
874039100 TAIWAN SEMICONDUCTOR MFG LTD | Increased | $47.3M | $343.4M | 0.68% |
23135106 AMAZON COM INC | Reduced | -$45.9M | $503.0M | 0.66% |
629377508 NRG ENERGY INC | Reduced | -$41.7M | $261.2M | 0.60% |
493267108 KEYCORP | Sold out | -$37.8M | $0 | 0.55% |
67066G104 NVIDIA CORPORATION | Reduced | -$37.5M | $317.1M | 0.54% |
722304102 PDD HOLDINGS INC | Reduced | -$36.6M | $201.3M | 0.53% |
174610105 CITIZENS FINL GROUP INC | Sold out | -$31.9M | $0 | 0.46% |
200340107 COMERICA INC | Sold out | -$31.7M | $0 | 0.46% |
852234103 BLOCK INC | Sold out | -$26.7M | $0 | 0.39% |
512807306 LAM RESEARCH CORP | Increased | $23.2M | $72.8M | 0.34% |
957638109 WESTERN ALLIANCE BANCORP | Sold out | -$16.9M | $0 | 0.24% |
382550101 GOODYEAR TIRE & RUBR CO | Reduced | -$16.5M | $21.9M | 0.24% |
989701107 ZIONS BANCORPORATION N A | Sold out | -$16.1M | $0 | 0.23% |
D18190898 DEUTSCHE BANK A G | Reduced | -$12.7M | $121.5M | 0.18% |
747525103 QUALCOMM INC | Reduced | -$11.3M | $195.9M | 0.16% |
46266C105 IQVIA HLDGS INC | Increased | $9.0M | $63.1M | 0.13% |
910047109 UNITED AIRLS HLDGS INC | Increased | $7.4M | $52.0M | 0.11% |
55336V100 MPLX LP | Increased | $6.8M | $33.5M | 0.10% |
247361702 DELTA AIR LINES INC DEL | Increased | $6.7M | $33.0M | 0.10% |
7.5513E+105 RTX CORPORATION | Increased | $6.4M | $91.7M | 0.09% |
502431109 L3HARRIS TECHNOLOGIES INC | Reduced | -$5.0M | $86.6M | 0.07% |
N07059210 ASML HOLDING N V | Increased | $4.9M | $66.9M | 0.07% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$4.2M | $66.0M | 0.06% |
219350105 CORNING INC | Increased | $4.2M | $137.5M | 0.06% |
464287184 ISHARES TR | Reduced | -$4.0M | $41.6M | 0.06% |
594918104 MICROSOFT CORP | Increased | $2.3M | $241.8M | 0.03% |