Featured 13F manager
Appaloosa LP David Tepper
Short Hills, NJ 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $7.7B
- 25 Positions
- 2026 Q2
- +30.2% QoQ
- Top 5 55.9%
Portfolio
top 5 55.9% · top 10 79.0%
- AMZN - Amazon 15.4%
- MU - Micron Technology 14.6%
- TSM - Taiwan Semiconductor 10.2%
- GOOG - Alphabet · CL C 8.5%
- UBER - UBER Technologies 7.2%
- EWY - Ishares 6.3%
- META - Meta Platforms · CL A 4.9%
- VST - Vistra 4.6%
- NVDA - Nvidia 4.0%
- NRG - NRG Energy 3.3%
- BABA - Alibaba Group 2.5%
- BA - Boeing 2.2%
- Other 16.3%
AUM over time
Book
| GOOG - Alphabet · CL C | 9.33% | Hold | 147,000 | $2,665 | $392M |
| META - Meta Platforms · CL A | 9.24% | Hold | 1,142,500 | $339.39 | $388M |
| TMUS - T-Mobile US | 7.74% | Hold | 2,545,000 | $127.76 | $325M |
| AMZN - Amazon | 5.48% | Hold | 70,000 | $3,285 | $230M |
| OXY - Occidental | 4.68% | Hold | 6,640,000 | $29.58 | $196M |
| MU - Micron Technology | 4.65% | Hold | 2,750,000 | $70.98 | $195M |
| M - Macys | 3.77% | Hold | 7,000,000 | $22.60 | $158M |
| PCG - Pg And E | 3.06% | Hold | 13,375,000 | $9.60 | $128M |
| XLE - Select Sector Spdr Tr | 2.74% | Hold | 2,210,000 | $52.09 | $115M |
| DHI - D.R. Horton | 2.39% | Hold | 1,195,000 | $83.97 | $100M |
| XOP - Spdr Ser Tr | 2.33% | Hold | 1,010,000 | $96.72 | $98M |
| ET - Energy Transfer L P | 2.31% | Hold | 10,107,410 | $9.58 | $97M |
| HCA - Hca Healthcare | 2.24% | Hold | 387,000 | $242.72 | $94M |
| Goodyear Tire & Rubr | 2.19% | Hold | 5,200,000 | $17.70 | $92M |
| ALITEUR - Alight · CL A | 2.19% | Hold | 8,000,000 | $11.48 | $92M |
| UBER - UBER Technologies | 2.08% | Hold | 1,950,500 | $44.80 | $87M |
| MOS - Mosaic | 2.02% | Hold | 2,375,000 | $35.72 | $85M |
| MSFT - Microsoft | 2.00% | Hold | 297,500 | $281.92 | $84M |
| BABA - Alibaba Group | 1.85% | Hold | 525,000 | $148.05 | $78M |
| 1.78% | Hold | 1,235,000 | $60.39 | $75M | |
| PHM - Pulte Group | 1.68% | Hold | 1,540,000 | $45.92 | $71M |
| Kohls | 1.68% | Hold | 1,500,000 | $47.09 | $71M |
| UNH - Unitedhealth Group | 1.67% | Hold | 179,000 | $390.74 | $70M |
| SYY - Sysco | 1.57% | Hold | 840,000 | $78.50 | $66M |
| Paysafe | 1.57% | Hold | 8,500,000 | $7.75 | $66M |
| QCOM - Qualcomm | 1.51% | Hold | 490,000 | $128.98 | $63M |
| FCX - Freeport-Mcmoran · CL B | 1.47% | Hold | 1,900,000 | $32.53 | $62M |
| V - VISA · CL A | 1.39% | Hold | 262,500 | $222.75 | $58M |
| EQT - EQT Corp | 1.39% | Hold | 2,850,000 | $20.46 | $58M |
| AR - Antero Resources | 1.27% | Hold | 2,845,263 | $18.81 | $54M |
| KMX - Carmax | 1.19% | Hold | 391,500 | $127.96 | $50M |
| MA - Mastercard · CL A | 1.09% | Hold | 132,000 | $347.68 | $46M |
| EPD - Enterprise Prods Partners L | 1.01% | Hold | 1,961,623 | $21.64 | $42M |
| AMLP - Alps ETF Tr | 0.92% | Hold | 1,155,000 | $33.33 | $38M |
| BFH - Alliance Data Systems | 0.74% | Hold | 309,000 | $100.89 | $31M |
| E2open Parent · CL A | 0.67% | Hold | 2,500,000 | $11.30 | $28M |
| EXE - Chesapeake Energy | 0.62% | Hold | 424,000 | $61.59 | $26M |
| EWY - Ishares | 0.57% | Hold | 298,000 | $80.66 | $24M |
| APA — | 0.42% | Hold | 818,000 | $21.43 | $18M |
| Altimeter Growth 2 · CL A | 0.35% | Hold | 1,500,000 | $9.89 | $15M |
| MPLX — | 0.35% | Hold | 519,706 | $28.47 | $15M |
| WMT - Walmart | 0.33% | Hold | 100,000 | $139.38 | $14M |
| WST - West Pharmaceutical | 0.28% | Hold | 565,117 | $20.96 | $12M |
| The Beachbody · CL A | 0.26% | Hold | 2,000,000 | $5.54 | $11M |
| Dragoneer Growth Oppty · CL A | 0.18% | Hold | 750,000 | $9.95 | $7M |
| PCG - Pg And E | 0.17% | Hold | 75,000 | $95.60 | $7M |
| Tcv Acquisition · CL A | 0.14% | Hold | 600,000 | $9.80 | $6M |
| OVV - Ovintiv | 0.10% | Hold | 125,000 | $32.88 | $4M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 27 | $7.7B | +30.2% | 13F-HR | 8/14/2026 | 000165645626000003 |
| 2026 Q1 | 31 | $5.9B | −14.3% | 13F-HR | 5/15/2026 | 000165645626000002 |
| 2025 Q4 | 39 | $6.9B | −6.2% | 13F-HR | 2/17/2026 | 000165645626000001 |
| 2025 Q3 | 45 | $7.4B | +14.5% | 13F-HR | 11/13/2025 | 000165645625000007 |
| 2025 Q2 | 38 | $6.4B | −23.1% | 13F-HR | 8/14/2025 | 000165645625000006 |
| 2025 Q1 | 38 | $8.4B | +29.7% | 13F-HR | 5/15/2025 | 000165645625000005 |
| 2024 Q4 | 37 | $6.5B | −4.0% | 13F-HR | 2/10/2025 | 000165645625000001 |
| 2024 Q3 | 38 | $6.7B | +9.0% | 13F-HR | 11/14/2024 | 000165645624000004 |
| 2024 Q2 | 37 | $6.2B | −8.6% | 13F-HR | 8/14/2024 | 000165645624000003 |
| 2024 Q1 | 39 | $6.8B | +16.6% | 13F-HR | 5/15/2024 | 000165645624000002 |
| 2023 Q4 | 40 | $5.8B | +14.3% | 13F-HR | 2/14/2024 | 000165645624000001 |
| 2023 Q3 | 32 | $5.1B | −6.0% | 13F-HR | 11/14/2023 | 000165645623000004 |
| 2023 Q2 | 39 | $5.4B | +184.7% | 13F-HR | 8/14/2023 | 000165645623000003 |
| 2023 Q1 | 29 | $1.9B | +40.4% | 13F-HR | 5/15/2023 | 000165645623000002 |
| 2022 Q4 | 24 | $1.3B | −1.0% | 13F-HR | 2/14/2023 | 000165645623000001 |
| 2022 Q3 | 22 | $1.4B | −14.6% | 13F-HR | 11/14/2022 | 000165645622000004 |
| 2022 Q2 | 30 | $1.6B | −36.3% | 13F-HR | 8/15/2022 | 000165645622000003 |
| 2022 Q1 | 34 | $2.5B | −35.7% | 13F-HR | 5/16/2022 | 000165645622000002 |
| 2021 Q4 | 44 | $3.9B | −7.4% | 13F-HR | 2/14/2022 | 000165645622000001 |
| 2021 Q3 | 51 | $4.2B | — | 13F-HR | 11/15/2021 | 000165645621000004 |
About
Appaloosa LP
20 processed 13Fs on this site · 2021 Q3–2026 Q2