DT
David Tepper (Appaloosa) disclosed new in SANDISK CORP
David Tepper (Appaloosa) filed a 13F change in SANDISK CORP (80004C200) on 2026-05-15, covering period end 2026-03-31.
Action
New
Capital
$178,689,375 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
39 changes from David Tepper (Appaloosa), filed 2026-05-15 for period end 2026-03-31.
$5.9B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
23135106 AMAZON COM INC | Increased | $396.7M | $899.7M | 6.69% |
01609W102 ALIBABA GROUP HLDG LTD | Reduced | -$318.4M | $434.7M | 5.37% |
90353T100 UBER TECHNOLOGIES INC | Increased | $304.3M | $455.5M | 5.13% |
02376R102 AMERICAN AIRLS GROUP INC | Sold out | -$216.9M | $0 | 3.66% |
594918104 MICROSOFT CORP | Reduced | -$208.5M | $33.3M | 3.51% |
80004C200 SANDISK CORP | New | $178.7M | $178.7M | 3.01% |
963320106 WHIRLPOOL CORP | Reduced | -$176.9M | $105.1M | 2.98% |
92840M102 VISTRA CORP | Increased | $151.6M | $304.0M | 2.55% |
30303M102 META PLATFORMS INC | Reduced | -$146.3M | $249.7M | 2.47% |
747525103 QUALCOMM INC | Reduced | -$131.6M | $64.2M | 2.22% |
500767306 KRANESHARES TRUST | Reduced | -$131.0M | $30.7M | 2.21% |
D18190898 DEUTSCHE BK AG | Reduced | -$113.8M | $7.7M | 1.92% |
464286772 ISHARES INC | Increased | $112.9M | $295.2M | 1.90% |
722304102 PDD HOLDINGS INC | Reduced | -$109.3M | $92.0M | 1.84% |
690742101 OWENS CORNING NEW | Sold out | -$106.3M | $0 | 1.79% |
874039100 TAIWAN SEMICONDUCTOR MANUFAC | Increased | $105.2M | $448.6M | 1.77% |
47215P106 JD.COM INC | Reduced | -$80.7M | $38.6M | 1.36% |
608190104 MOHAWK INDS INC | Sold out | -$73.8M | $0 | 1.24% |
02079K107 ALPHABET INC | Reduced | -$63.7M | $497.0M | 1.07% |
46266C105 IQVIA HLDGS INC | Sold out | -$63.1M | $0 | 1.06% |
595112103 MICRON TECHNOLOGY INC | Increased | $63.0M | $562.5M | 1.06% |
67066G104 NVIDIA CORPORATION | Reduced | -$60.4M | $256.6M | 1.02% |
910047109 UNITED AIRLS HLDGS INC | Sold out | -$52.0M | $0 | 0.88% |
91324P102 UNITEDHEALTH GROUP INC | Reduced | -$41.7M | $24.4M | 0.70% |
464287184 ISHARES TR | Sold out | -$41.6M | $0 | 0.70% |
55087P104 LYFT INC | Reduced | -$37.7M | $35.9M | 0.64% |
247361702 DELTA AIR LINES INC DEL | Sold out | -$33.0M | $0 | 0.56% |
7.5513E+105 RTX CORPORATION | Reduced | -$25.7M | $66.0M | 0.43% |
7903107 ADVANCED MICRO DEVICES INC | Reduced | -$24.6M | $45.0M | 0.41% |
382550101 GOODYEAR TIRE & RUBR CO | Sold out | -$21.9M | $0 | 0.37% |
502431109 L3HARRIS TECHNOLOGIES INC | Reduced | -$18.3M | $68.3M | 0.31% |
219350105 CORNING INC | Increased | $16.1M | $153.6M | 0.27% |
58498106 BALL CORP | Reduced | -$14.1M | $49.5M | 0.24% |
512807306 LAM RESEARCH CORP | Increased | $9.0M | $81.7M | 0.15% |
629377508 NRG ENERGY INC | Reduced | -$7.7M | $253.5M | 0.13% |
29273V100 ENERGY TRANSFER L P | Reduced | -$5.7M | $30.4M | 0.10% |
55336V100 MPLX LP | Reduced | -$4.8M | $28.7M | 0.08% |
56752108 BAIDU INC | Increased | $2.0M | $77.1M | 0.03% |
N07059210 ASML HLDG NV | Reduced | -$1.5M | $65.4M | 0.03% |