Appaloosa LP David Tepper
Short Hills, NJ 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $7.7B
- 25 holdings
- 2026 Q2
- +30.2% QoQ
- Top 5 55.9%
AUM over time
Book
| GOOG, Alphabet | Hold | 147,000 | $2,665 | $392M | |
| META, Meta Platforms | Hold | 1,142,500 | $339.39 | $388M | |
| TMUS, T-Mobile US | Hold | 2,545,000 | $127.76 | $325M | |
| AMZN, Amazon | Hold | 70,000 | $3,285 | $230M | |
| OXY, Occidental | Hold | 6,640,000 | $29.58 | $196M | |
| MU, Micron Technology | Hold | 2,750,000 | $70.98 | $195M | |
| M, Macys | Hold | 7,000,000 | $22.60 | $158M | |
| PCG, PG&E | Hold | 13,375,000 | $9.60 | $128M | |
| XLE, Select Sector SPDR Trust | Hold | 2,210,000 | $52.09 | $115M | |
| DHI, D.R. Horton | Hold | 1,195,000 | $83.97 | $100M | |
| XOP, SPDR Ser Trust | Hold | 1,010,000 | $96.72 | $98M | |
| ET, Energy Transfer | Hold | 10,107,410 | $9.58 | $97M | |
| HCA, HCA Healthcare | Hold | 387,000 | $242.72 | $94M | |
| Goodyear Tire & Rubr | Hold | 5,200,000 | $17.70 | $92M | |
| ALIT, Alight | Hold | 8,000,000 | $11.48 | $92M | |
| UBER, Uber | Hold | 1,950,500 | $44.80 | $87M | |
| MOS, Mosaic | Hold | 2,375,000 | $35.72 | $85M | |
| MSFT, Microsoft | Hold | 297,500 | $281.92 | $84M | |
| BABA, Alibaba | Hold | 525,000 | $148.05 | $78M | |
| Hold | 1,235,000 | $60.39 | $75M | ||
| PHM, PulteGroup | Hold | 1,540,000 | $45.92 | $71M | |
| Kohls | Hold | 1,500,000 | $47.09 | $71M | |
| UNH, UnitedHealth Group | Hold | 179,000 | $390.74 | $70M | |
| SYY, Sysco | Hold | 840,000 | $78.50 | $66M | |
| Paysafe | Hold | 8,500,000 | $7.75 | $66M | |
| QCOM, Qualcomm | Hold | 490,000 | $128.98 | $63M | |
| FCX, Freeport-McMoRan | Hold | 1,900,000 | $32.53 | $62M | |
| V, Visa | Hold | 262,500 | $222.75 | $58M | |
| EQT | Hold | 2,850,000 | $20.46 | $58M | |
| AR, Antero Resources | Hold | 2,845,263 | $18.81 | $54M | |
| KMX, CarMax | Hold | 391,500 | $127.96 | $50M | |
| MA, Mastercard | Hold | 132,000 | $347.68 | $46M | |
| EPD, Enterprise Products Partners | Hold | 1,961,623 | $21.64 | $42M | |
| AMLP, Alps ETF Trust | Hold | 1,155,000 | $33.33 | $38M | |
| BFH, Alliance Data Systems | Hold | 309,000 | $100.89 | $31M | |
| E2open Parent | Hold | 2,500,000 | $11.30 | $28M | |
| EXE, Chesapeake Energy | Hold | 424,000 | $61.59 | $26M | |
| EWY, iShares | Hold | 298,000 | $80.66 | $24M | |
| APA | Hold | 818,000 | $21.43 | $18M | |
| Altimeter Growth Corporation 2 | Hold | 1,500,000 | $9.89 | $15M | |
| MPLX, Mplx LP | Hold | 519,706 | $28.47 | $15M | |
| WMT, Walmart | Hold | 100,000 | $139.38 | $14M | |
| WST, West Pharmaceutical | Hold | 565,117 | $20.96 | $12M | |
| Beachbody | Hold | 2,000,000 | $5.54 | $11M | |
| Dragoneer Growth Oppty | Hold | 750,000 | $9.95 | $7.5M | |
| PCG, PG&E | Hold | 75,000 | $95.60 | $7.2M | |
| TCV Acquisition | Hold | 600,000 | $9.80 | $5.9M | |
| OVV, Ovintiv | Hold | 125,000 | $32.88 | $4.1M |
Filings history
20 periods, with AUM normalized
| Period | Holds | 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 to 2026 Q2