David Tepper — Recent Buys
Appaloosa Management · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
David Tepper opened 8 new positions and increased 12 existing holdings in the Q2 '26 filing — a combined buy footprint of $7.00B. Largest new position: APPLE INC at $241.6M.
New positions (8)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| AAPL | APPLE INC | 835000 | $241.6M | 3.13% |
| BA-PA | BOEING CO | 800000 | $173.2M | 2.24% |
| AAL | AMERICAN AIRLINES GROUP INC | 7500000 | $135.5M | 1.75% |
| CRWV | COREWEAVE INC | 1078248 | $107.3M | 1.39% |
| AVGO | BROADCOM INC | 150000 | $56.7M | 0.73% |
| SPCX | SPACE EXPLORATION TECHN CORP | 225000 | $38.4M | 0.50% |
| BRK.B | Berkshire Hathaway Inc. Class B | 25000 | $12.5M | 0.16% |
| GT | GOODYEAR TIRE & RUBR CO | 1508591 | $10.0M | 0.13% |
Increased positions (12)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 5000000 | $1.19B | 15.43% | +15.7% |
| MU | MICRON TECHNOLOGY INC | 975000 | $1.13B | 14.57% | +-41.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1650000 | $788.0M | 10.20% | +24.3% |
| GOOG | ALPHABET INC | 1850000 | $653.7M | 8.46% | +6.8% |
| UBER | UBER TECHNOLOGIES INC | 7694071 | $555.2M | 7.19% | +21.5% |
| EWY | ISHARES INC | 2425000 | $489.6M | 6.34% | +1.0% |
| META | META PLATFORMS INC | 675000 | $380.2M | 4.92% | +54.6% |
| VST | VISTRA CORP | 2215272 | $351.4M | 4.55% | +9.5% |
| NVDA | NVIDIA CORPORATION | 1525000 | $305.1M | 3.95% | +3.6% |
| NRG | NRG ENERGY INC | 1760000 | $257.1M | 3.33% | +1.5% |
| ASML | ASML HLDG NV | 50000 | $99.5M | 1.29% | +1.0% |
| WHR | WHIRLPOOL CORP | 715000 | $28.2M | 0.36% | +-63.3% |