# David Tepper — Appaloosa Management

Source: SEC EDGAR 13F filings (CIK 0001656456).
Page URL: https://superinvestorclub.com/manager/8
Last updated: 2026-07-08T11:29:25.569Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), David Tepper reported 31 long equity positions in their Appaloosa Management 13F filing, with a total reported value of $5.93B.

### About

Distressed debt investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | AMZN | AMAZON COM INC | 4320000 | $899.7M | 15.16% | +98.2% |
| 2 | MU | MICRON TECHNOLOGY INC | 1665000 | $562.5M | 9.48% | +11.0% |
| 3 | GOOG | ALPHABET INC | 1732700 | $497.0M | 8.38% | -3.0% |
| 4 | UBER | UBER TECHNOLOGIES INC | 6332720 | $455.5M | 7.68% | +242.3% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1327500 | $448.6M | 7.56% | +17.5% |
| 6 | BABA | ALIBABA GROUP HLDG LTD | 3465000 | $434.7M | 7.33% | -32.6% |
| 7 | VST | VISTRA CORP | 2022332 | $304.0M | 5.12% | 114.0% |
| 8 | EWY | ISHARES INC | 2400000 | $295.2M | 4.98% | +28.0% |
| 9 | NVDA | NVIDIA CORPORATION | 1471500 | $256.6M | 4.33% | -13.4% |
| 10 | NRG | NRG ENERGY INC | 1734442 | $253.5M | 4.27% | +5.8% |
| 11 | META | META PLATFORMS INC | 436500 | $249.7M | 4.21% | -27.3% |
| 12 | SNDK | SANDISK CORP | 281250 | $178.7M | 3.01% | NEW |
| 13 | CTAS | CORNING INC | 1129500 | $153.6M | 2.59% | -28.1% |
| 14 | WHR | WHIRLPOOL CORP | 1950000 | $105.1M | 1.77% | -50.1% |
| 15 | PDD | PDD HOLDINGS INC | 900000 | $92.0M | 1.55% | +-49.3% |
| 16 | LRCX | LAM RESEARCH CORP | 382500 | $81.7M | 1.38% | -10.0% |
| 17 | BAIDF | BAIDU INC | 692100 | $77.1M | 1.30% | +20.4% |
| 18 | LHX | L3HARRIS TECHNOLOGIES INC | 198000 | $68.3M | 1.15% | -32.9% |
| 19 | RTX | RTX CORPORATION | 342000 | $66.0M | 1.11% | -31.6% |
| 20 | ASMLF | ASML HLDG NV | 49500 | $65.4M | 1.10% | -20.8% |
| 21 | QCOM | QUALCOMM INC | 498613 | $64.2M | 1.08% | +-56.5% |
| 22 | BALL | BALL CORP | 837000 | $49.5M | 0.83% | +-30.3% |
| 23 | AMD | ADVANCED MICRO DEVICES INC | 221400 | $45.0M | 0.76% | -31.9% |
| 24 | JD | JD.COM INC | 1305000 | $38.6M | 0.65% | -68.6% |
| 25 | LYFT | LYFT INC | 2700000 | $35.9M | 0.61% | -28.9% |

## New positions this quarter (1)

- SNDK (SANDISK CORP): 281250 shares, $178.7M

## Increased positions (12)

- AMZN: 4320000 shares (+98.2%), $899.7M
- MU: 1665000 shares (+11.0%), $562.5M
- UBER: 6332720 shares (+242.3%), $455.5M
- TSM: 1327500 shares (+17.5%), $448.6M
- EWY: 2400000 shares (+28.0%), $295.2M
- NRG: 1734442 shares (+5.8%), $253.5M
- PDD: 900000 shares (-49.3%), $92.0M
- BAIDF: 692100 shares (+20.4%), $77.1M
- QCOM: 498613 shares (-56.5%), $64.2M
- BALL: 837000 shares (-30.3%), $49.5M
- MSFT: 90000 shares (-82.0%), $33.3M
- UNH: 90000 shares (-55.0%), $24.4M

## Reduced positions (18)

- GOOG: 1732700 shares (-3.0%), $497.0M
- BABA: 3465000 shares (-32.6%), $434.7M
- VST: 2022332 shares (114.0%), $304.0M
- NVDA: 1471500 shares (-13.4%), $256.6M
- META: 436500 shares (-27.3%), $249.7M
- CTAS: 1129500 shares (-28.1%), $153.6M
- WHR: 1950000 shares (-50.1%), $105.1M
- LRCX: 382500 shares (-10.0%), $81.7M
- LHX: 198000 shares (-32.9%), $68.3M
- RTX: 342000 shares (-31.6%), $66.0M
- ASMLF: 49500 shares (-20.8%), $65.4M
- AMD: 221400 shares (-31.9%), $45.0M
- JD: 1305000 shares (-68.6%), $38.6M
- LYFT: 2700000 shares (-28.9%), $35.9M
- KWEB: 1080000 shares (-77.3%), $30.7M
- ET: 1576125 shares (-28.1%), $30.4M
- MPLXP: 502460 shares (-19.9%), $28.7M
- OLOXF: 257616 shares (-91.8%), $7.7M

## Sold positions (9)

- AAL: previously held 14150000 shares worth $216.9M
- OC: previously held 950000 shares worth $106.3M
- MHK: previously held 675000 shares worth $73.8M
- MU: previously held 250000 shares worth $71.4M
- IQV: previously held 280000 shares worth $63.1M
- UAL: previously held 465000 shares worth $52.0M
- FXI: previously held 1087500 shares worth $41.6M
- DAL: previously held 475000 shares worth $33.0M
- GT: previously held 2500000 shares worth $21.9M

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-13)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-10)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "David Tepper, Appaloosa Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/8)".