Superinvestors / Appaloosa
David Tepper
Appaloosa
Distressed and macro-driven value
$5.93B 13F value
31 positions · as of 2026-03-31 · filed 2026-05-15
This quarter
1 new8 exited8 added22 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| AMZN | AMAZON COM INCINCREASED +98.2% | 15.16% | $899.73M |
| MU | MICRON TECHNOLOGY INCINCREASED +11.0% | 9.48% | $562.50M |
| GOOG | ALPHABET INCDECREASED -3.0% | 8.38% | $497.04M |
| UBER | UBER TECHNOLOGIES INCINCREASED +242.3% | 7.68% | $455.51M |
| TSM | TAIWAN SEMICONDUCTOR MANUFACINCREASED +17.5% | 7.56% | $448.63M |
Showing 5 of 31
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 31 positions
David Tepper's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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