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%).

2016 Q3 (42 results)
CFG
buy
+2,580,137
+1.65%
$24.71
158.92% $63.98
1.65%
QCOM
buy
+900,000
+1.60%
$68.50
215.24% $215.94
1.60%
YHOO
buy
+1,800,000
+2.01%
$43.10
-
2.01%
META
buy
+1,484,608
+4.93%
$128.27
362.31% $593.00
4.93%
DVMT
buy
+330,000
+0.41%
$47.80
-
0.00%
BAC
buy
+4,135,303
+1.68%
$15.65
243.96% $53.83
0.00%
DAL
buy
+481,350
+0.49%
$39.36
101.78% $79.42
0.49%
C
buy
+100,000
+0.12%
$47.23
-
0.00%
PNC
buy
+612,445
+1.43%
$90.09
153.49% $228.37
1.43%
AAPL
buy
+3,200,000
+2.34%
$28.26
987.45% $307.34
2.34%
VMW
buy
+382,276
+0.73%
$73.35
-
0.00%
TPX
buy
+4,749,388
+1.74%
$14.19
-
1.74%
KMI
+143.33%
+2,150,000
+1.29%
$23.13
36.96% $31.68
2.19%
GT
+21.15%
+150,000
+0.13%
$32.30
82.32% $5.71
0.72%
1865332D
+3.96%
+146,590
+0.02%
$4.11
-
0.41%
HDS
+2.35%
+64,766
+0.05%
$31.98
-
0.00%
9876456D
+1.76%
+200,800
+0.19%
$37.00
-
11.13%
HCA
+1.64%
+20,000
+0.04%
$75.63
392.04% $372.13
2.42%
HAIN
-0.48%
-6,197
-0.01%
$35.58
97.95% $0.73
1.17%
AGN
-3.37%
-42,500
-0.25%
$230.31
-
7.26%
AY
-4.58%
-288,594
-0.14%
$19.01
-
2.96%
HUN
-5.68%
-381,913
-0.16%
$16.27
12.66% $14.21
2.67%
ALL
-6.50%
-216,746
-0.39%
$69.18
219.47% $221.01
5.59%
WHR
-11.23%
-146,593
-0.62%
$162.16
75.66% $39.47
4.86%
OC
-11.50%
-383,780
-0.53%
$53.39
123.26% $119.20
4.08%
USFD
-15.81%
-116,913
-0.07%
$23.61
258.38% $84.61
0.00%
WDC
-20.69%
-300,000
-0.45%
$58.47
775.18% $511.72
1.74%
MHK
-24.00%
-182,517
-0.95%
$200.34
48.66% $102.86
3.00%
GOOG
-25.08%
-3,160,000
-3.18%
$38.86
841.12% $365.76
9.50%
SYF
-31.37%
-1,903,446
-1.38%
$28.00
153.00% $70.84
0.00%
WMIH
-52.41%
-8,588,287
-0.52%
$2.34
-
0.47%
LUV
-83.42%
-2,902,115
-2.92%
$38.89
6.82% $41.54
0.58%
GM
-93.18%
-1,296,210
-1.07%
$31.77
158.42% $82.11
0.00%
NXPI
-97.79%
-1,369,001
-3.61%
$102.00
190.15% $295.96
0.00%
TGI
-100.00%
-1,004,155
-0.92%
$35.50
-
0.00%
2IS
-100.00%
-474,102
-0.78%
$63.68
-
0.00%
NWS.A
-100.00%
-3,275,900
-2.29%
$27.05
-
0.00%
PPG
-100.00%
-217,419
-0.59%
$104.15
9.28% $113.81
0.00%
CYH
-100.00%
-6,270,130
-1.96%
$12.05
77.26% $2.74
0.00%
NWS
-100.00%
-1,084,414
-0.76%
$27.25
-
0.00%
QHCCQ
-100.00%
-771,436
-0.21%
$10.71
-
0.00%
GM.WS.A
-100.00%
-190,011
-0.09%
$18.42
-
0.00%
42 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.