What David Tepper Bought in Q2 2026

Appaloosa Management · Quarterly 13F recap as filed with the SEC.

Period: 2026-06-30 · Filed

$7.73B

Total Value

27

Holdings

8

New Buys

4

Reduced

In Q2 2026, David Tepper reported 27 long equity positions worth $7.73B in their Appaloosa Management 13F filing, including 8 new positions (largest: APPLE INC at $241.6M) and 12 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1AMZNAMAZON COM INC5000000$1.19B15.43%+15.7%
2MUMICRON TECHNOLOGY INC975000$1.13B14.57%+-41.4%
3TSMTAIWAN SEMICONDUCTOR MANUFAC1650000$788.0M10.20%+24.3%
4GOOGALPHABET INC1850000$653.7M8.46%+6.8%
5UBERUBER TECHNOLOGIES INC7694071$555.2M7.19%+21.5%
6EWYISHARES INC2425000$489.6M6.34%+1.0%
7METAMETA PLATFORMS INC675000$380.2M4.92%+54.6%
8VSTVISTRA CORP2215272$351.4M4.55%+9.5%
9NVDANVIDIA CORPORATION1525000$305.1M3.95%+3.6%
10NRGNRG ENERGY INC1760000$257.1M3.33%+1.5%
11AAPLAPPLE INC835000$241.6M3.13%NEW
12BABAALIBABA GROUP HLDG LTD2000000$192.0M2.48%-42.3%
13BA-PABOEING CO800000$173.2M2.24%NEW
14LRCXLAM RESEARCH CORP382500$165.7M2.15%—
15BIDUBAIDU INC1295000$148.0M1.92%87.1%
16AALAMERICAN AIRLINES GROUP INC7500000$135.5M1.75%NEW
17AMDADVANCED MICRO DEVICES INC197500$114.7M1.49%-10.8%
18CRWVCOREWEAVE INC1078248$107.3M1.39%NEW
19ASMLASML HLDG NV50000$99.5M1.29%+1.0%
20AVGOBROADCOM INC150000$56.7M0.73%NEW
21QCOMQUALCOMM INC250000$46.2M0.60%-49.9%
22SPCXSPACE EXPLORATION TECHN CORP225000$38.4M0.50%NEW
23ETENERGY TRANSFER L P1576125$30.1M0.39%—
24MPLXPMPLX LP502460$28.3M0.37%—
25WHRWHIRLPOOL CORP715000$28.2M0.36%+-63.3%
26BRK.BBerkshire Hathaway Inc. Class B25000$12.5M0.16%NEW
27GTGOODYEAR TIRE & RUBR CO1508591$10.0M0.13%NEW