David Tepper

Appaloosa

David Tepper (Appaloosa) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This David Tepper (Appaloosa) portfolio page tracks Appaloosa holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Appaloosa owns and how disclosed positions change over time. David Tepper (Appaloosa)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Amazon.com, Inc. - Common Stock (AMZN). Investors use Appaloosa 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
SANDISK CORPSNDK · Q1 2026$635.34$2,090.71+$409M+229.1%$588M
Micron Technology, Inc.MU · Q1 2026$337.84$1,048.51+$1.2B+210.4%$1.7B
Advanced Micro Devices IncAMD · Q1 2026$203.43$519.74+$70M+155.5%$115M
Lam Research Corporation - Common StockLRCX · Q1 2026$213.66$388.92+$67M+82.0%$149M
iShares MSCI South Korea ETFEWY · Q1 2026$123.01$198.29+$181M+61.2%$476M
Unitedhealth Group IncUNH · Q1 2026$270.59$426.54+$14M+57.6%$38M
QUALCOMM IncorporatedQCOM · Q1 2026$128.78$197.41+$34M+53.3%$98M
Corning IncGLW · Q1 2026$135.97$187.54+$58M+37.9%$212M
ASML Holding NVASML · Q1 2026$1,320.83$1,749.04+$21M+32.4%$87M
Taiwan Semiconductor Manufacturing Co LtdTSM · Q1 2026$337.95$440.83+$137M+30.4%$585M
Alphabet Cl CGOOG · Q1 2026$286.86$357.89+$123M+24.8%$620M
Ball Corporation (BLL)BLL · Q1 2026$59.11$69.49+$8.7M+17.6%$58M
Baidu, Inc. - American Depositary Shares, each representing 8 ordinary share (BIDU)BIDU · Q1 2026$111.42$129.91+$13M+16.6%$90M
Amazon.com, Inc. - Common StockAMZN · Q1 2026$208.27$241.70+$144M+16.1%$1.0B
NVIDIA CorporationNVDA · Q1 2026$174.40$192.53+$27M+10.4%$283M
Deutsche Bank AGDB · Q1 2026$29.78$31.35+$404k+5.27%$8.1M
Lyft, Inc.LYFT · Q1 2026$13.30$13.70+$1.1M+3.01%$37M
Uber Technologies IncUBER · Q1 2026$71.93$73.85+$12M+2.67%$468M
Meta Platforms IncMETA · Q1 2026$572.13$585.39+$5.8M+2.32%$256M
JD.com, Inc.JD · Q1 2026$29.57$29.84+$352k+0.91%$39M
Microsoft CorpMSFT · Q1 2026$370.17$372.97+$252k+0.76%$34M
Energy Transfer LPET · Q1 2026$19.30$19.34+$63k+0.21%$30M
David Tepper Biggest Wins | 交易笔记