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SEC FORM 13F

David Tepper

Appaloosa

As filed
2026-06-30
Shown
20 / 25
13F value
$7.5B

This quarter's moves (2026-06-30)

New positions5

Boeing, American Airlines Group, CoreWeave, Inc. Class A Common Stock …

Added10

Amazon Com, Taiwan Semiconductor Manufacturing, Alphabet Class C …

Trimmed4

Micron Technology, Advanced Micro Devices, QUALCOMM …

Holdings

By weight

  1. 1
    Amazon Com16.9%
    AMZN-US · $1.2BAdded+680,000 sh
  2. 2
    Micron Technology16%
    MU-US · $1.1BTrimmed-690,000 sh
  3. 3
    Taiwan Semiconductor Manufacturing11.2%
    TSM-US · $788MAdded+322,500 sh
  4. 4
    Alphabet Class C9.3%
    GOOG-US · $653.7MAdded+117,300 sh
  5. 5
    Uber Technologies7.9%
    UBER-US · $555.2MAdded+1,361,351 sh
  6. 6
    Ishares Msci South Korea ETF7%
    EWY-US · $489.6MAdded+25,000 sh
  7. 7
    Meta Platforms Class A5.4%
    META-US · $380.2MAdded+238,500 sh
  8. 8
    Vistra5%
    VST-US · $351.4MAdded+192,940 sh
  9. 9
    NVIDIA4.3%
    NVDA-US · $305.1MAdded+53,500 sh
  10. 10
    NRG Energy3.7%
    NRG-US · $257.1MAdded+25,558 sh
  11. 11
    Boeing2.5%
    BA-US · $173.2MNew
  12. 12
    Lam Research2.4%
    LRCX-US · $165.7MHeld
  13. 13
    American Airlines Group1.9%
    AAL-US · $135.5MNew
  14. 14
    Advanced Micro Devices1.6%
    AMD-US · $114.7MTrimmed-23,900 sh
  15. 15
    CoreWeave, Inc. Class A Common Stock1.5%
    CRWV-US · $107.3MNew
  16. 16
    ASML Holding NV ADR1.4%
    ASML-US · $99.5MAdded+500 sh
  17. 17
    Broadcom0.8%
    AVGO-US · $56.7MNew
  18. 18
    QUALCOMM0.7%
    QCOM-US · $46.2MTrimmed-248,613 sh
  19. 19
    Whirlpool0.4%
    WHR-US · $28.2MTrimmed-1,235,000 sh
  20. 20
    Goodyear Tire & Rubber0.1%
    GT-US · $10MNew

What it takes to mirror this

Top 10 · 86.7% of the reported portfolio · from $8,965

  1. AMZNAmazon Com19.5%
  2. MUMicron Technology18.5%
  3. TSMTaiwan Semiconductor Manufacturing12.9%
  4. GOOGAlphabet Class C10.7%
  5. UBERUber Technologies9.1%
  6. EWYIshares Msci South Korea ETF8%
  7. METAMeta Platforms Class A6.2%
  8. VSTVistra5.8%
  9. NVDANVIDIA5%
  10. NRGNRG Energy4.2%

13F reports holdings as of quarter-end, filed up to 45 days later; trades made since are not included. U.S.-listed stocks only. Not investment advice.

Factual information from reported filings; not investment advice.