David Tepper Holdings Activity

Appaloosa Management Portfolio 13F

Appaloosa Management has disclosed a total of 39 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 8, bought 1 totally new, decreased the number of shares of 22 and completely sold out 8 position(s).

What stocks is David Tepper buying now?

In the recent quarter David Tepper has bought 9 securities out of which top 5 purchases (by % change to portfolio) are (AMZN) AMAZONCOM INC (added shares +98.22%), (UBER) UBER TECHNOLOGIES INC (added shares +242.31%), (SNDK) SANDISK CORP (new buy), (VST) VISTRA CORP (added shares +114%) and (TSM) TAIWAN SEMICONDUCTOR-SP ADR (added shares +17.48%).

What does David Tepper invest in?

David Tepper's top 5 holdings (by % of portfolio) are (AMZN) AMAZONCOM INC (15.16%), (MU) MICRON TECHNOLOGY INC (9.48%), (GOOG) ALPHABET INC-CL C (8.38%), (UBER) UBER TECHNOLOGIES INC (7.68%) and (TSM) TAIWAN SEMICONDUCTOR-SP ADR (7.56%).

In the latest report(s) the following changes have been made to the top investments: (AMZN) AMAZONCOM INC (added shares +98.22%), (MU) MICRON TECHNOLOGY INC (added shares +11%), (GOOG) ALPHABET INC-CL C (reduced shares -3.03%), (UBER) UBER TECHNOLOGIES INC (added shares +242.31%) and (TSM) TAIWAN SEMICONDUCTOR-SP ADR (added shares +17.48%).

2015 Q3 (36 results)
WMIH
buy
+16,902,465
+1.55%
$2.58
-
1.55%
ALL
buy
+625,084
+1.29%
$58.24
332.02% $251.61
1.29%
2IS
buy
+689,566
+1.24%
$50.77
-
1.24%
EXP
buy
+774,637
+1.88%
$68.42
206.56% $209.75
1.88%
LUV
buy
+1,636,300
+2.21%
$38.04
27.31% $48.43
2.21%
DAL
+42.34%
+1,807,522
+2.88%
$44.87
94.76% $87.39
9.67%
URI
+39.23%
+235,000
+0.50%
$60.05
1K+% $1,095.55
1.78%
NXPI
+37.98%
+631,514
+1.95%
$87.07
235.66% $292.26
7.08%
CBI
+4.38%
+52,613
+0.07%
$39.66
-
1.76%
TEX
+3.12%
+50,000
+0.03%
$17.94
276.09% $67.47
0.00%
WHR
+2.11%
+23,400
+0.12%
$147.26
72.35% $40.72
5.92%
TGI
+1.11%
+9,224
+0.01%
$42.08
-
1.26%
HUN
-0.56%
-45,000
-0.02%
$9.69
14.86% $11.13
2.76%
OC
-6.52%
-234,376
-0.35%
$41.91
242.04% $143.35
4.99%
EMN
-9.06%
-78,000
-0.18%
$64.72
4.40% $67.57
1.80%
JBLU
-9.16%
-453,244
-0.41%
$25.77
77.65% $5.76
0.00%
HDS
-9.45%
-236,711
-0.24%
$28.62
-
2.30%
HCA
-15.08%
-630,988
-1.73%
$77.36
425.58% $406.59
9.75%
RYL
-19.02%
-139,967
-0.20%
$40.83
-
0.00%
GM
-31.45%
-5,910,871
-6.29%
$30.02
159.33% $77.85
13.72%
USG
-37.88%
-662,219
-0.63%
$26.62
22.09% $32.50
0.00%
GT
-40.63%
-4,058,327
-4.22%
$29.33
76.78% $6.81
6.17%
9999000D
-46.53%
-162,405
-3.50%
$608.42
-
0.00%
AAPL
-48.02%
-4,836,668
-4.73%
$27.58
1K+% $315.32
5.12%
MYL
-52.50%
-519,457
-0.74%
$40.26
-
0.67%
PCLN
-57.31%
-131,539
-5.77%
$1,236.86
97.41% $31.99
4.30%
KBR
-67.99%
-1,119,015
-0.66%
$16.66
112.91% $35.47
0.00%
UAL
-68.93%
-1,045,633
-1.97%
$53.05
137.52% $126.00
0.89%
AXLL
-75.77%
-678,208
-0.38%
$15.69
-
0.00%
MHK
-100.00%
-201,807
-1.37%
$190.90
42.39% $109.97
0.00%
DHI
-100.00%
-1,080,898
-1.05%
$27.36
454.03% $151.58
0.00%
RF
-100.00%
-3,035,477
-1.12%
$10.36
199.42% $31.02
0.00%
BABA
-100.00%
-1,360,000
-3.97%
$82.27
-
0.00%
LEN
-100.00%
-622,188
-1.10%
$50.04
68.41% $84.27
0.00%
BAC
-100.00%
-1,910,000
-1.15%
$17.02
250.59% $59.67
0.00%
MAS
-100.00%
-2,354,832
-2.23%
$26.67
191.87% $77.84
0.00%
36 of 2,180

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.