Manager activity

Appaloosa LP

David Tepper

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

New 6

Add 11

Reduce 5

Exit 12

34 shown

ticker	action	Δ port	detail	period
BA	New	+2.24 pp	opened 2.2%	Q1→Q2
AAL	New	+1.75 pp	opened 1.8%	Q1→Q2
CRWV	New	+1.39 pp	opened 1.4%	Q1→Q2
AVGO	New	+0.73 pp	opened 0.73%	Q1→Q2
SPCX	New	+0.50 pp	opened 0.50%	Q1→Q2
Goodyear Tire	New	+0.13 pp	opened 0.13%	Q1→Q2
SNDK	Exit	−3.01 pp	was 3.0%	Q1→Q2
GLW	Exit	−2.59 pp	was 2.6%	Q1→Q2
PDD	Exit	−1.55 pp	was 1.6%	Q1→Q2
LHX	Exit	−1.15 pp	was 1.2%	Q1→Q2
RTX	Exit	−1.11 pp	was 1.1%	Q1→Q2
BALL	Exit	−0.83 pp	was 0.83%	Q1→Q2
JD	Exit	−0.65 pp	was 0.65%	Q1→Q2
LYFT	Exit	−0.61 pp	was 0.61%	Q1→Q2
MSFT	Exit	−0.56 pp	was 0.56%	Q1→Q2
KWEB	Exit	−0.52 pp	was 0.52%	Q1→Q2
UNH	Exit	−0.41 pp	was 0.41%	Q1→Q2
DB	Exit	−0.13 pp	was 0.13%	Q1→Q2
TSM	Add	+2.64 pp	+24.3% sh	Q1→Q2
EWY	Add	+1.36 pp	+1.0% sh	Q1→Q2
NRG	Add	−0.94 pp	+1.5% sh	Q1→Q2
META	Add	+0.71 pp	+54.6% sh	Q1→Q2
BIDU	Add	+0.62 pp	+87.1% sh	Q1→Q2
VST	Add	−0.58 pp	+9.5% sh	Q1→Q2
UBER	Add	−0.49 pp	+21.5% sh	Q1→Q2
NVDA	Add	−0.38 pp	+3.6% sh	Q1→Q2
AMZN	Add	+0.26 pp	+15.7% sh	Q1→Q2
ASML	Add	+0.19 pp	+1.0% sh	Q1→Q2
GOOG	Add	+0.08 pp	+6.8% sh	Q1→Q2
MU	Reduce	+5.09 pp	−41.4% sh	Q1→Q2
BABA	Reduce	−4.84 pp	−42.3% sh	Q1→Q2
WHR	Reduce	−1.41 pp	−63.3% sh	Q1→Q2
AMD	Reduce	+0.73 pp	−10.8% sh	Q1→Q2
QCOM	Reduce	−0.48 pp	−49.9% sh	Q1→Q2