David Tepper — Recent Sells

Appaloosa Management · Sold and reduced positions in the Q2 '26 13F filing.

Filed August 14, 2026 · Last updated

David Tepper fully exited 12 positions and reduced 4 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $1.04B. Largest exit: SANDISK CORP (was $178.7M).

Fully exited (12)

TickerCompanyPrev SharesPrev ValuePrev % Portfolio
SNDKSANDISK CORP281250$178.7M3.01%
GLWCORNING INC1129500$153.6M2.59%
PDDPDD HOLDINGS INC900000$92.0M1.55%
LHXL3HARRIS TECHNOLOGIES INC198000$68.3M1.15%
RTXRTX CORPORATION342000$66.0M1.11%
BALLBALL CORP837000$49.5M0.83%
JDJD.COM INC1305000$38.6M0.65%
LYFTLYFT INC2700000$35.9M0.61%
MSFTMICROSOFT CORP90000$33.3M0.56%
KWEBKRANESHARES TRUST1080000$30.7M0.52%
UNHUNITEDHEALTH GROUP INC90000$24.4M0.41%
DBDEUTSCHE BK AG257616$7.7M0.13%

Reduced positions (4)

TickerCompanyShares NowValue Now% PortfolioChange
BABAALIBABA GROUP HLDG LTD2000000$192.0M2.48%-42.3%
BIDUBAIDU INC1295000$148.0M1.92%87.1%
AMDADVANCED MICRO DEVICES INC197500$114.7M1.49%-10.8%
QCOMQUALCOMM INC250000$46.2M0.60%-49.9%
Full portfolio →Recent buys →Most sold stocks this quarter →