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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

David Tepper – Appaloosa LP

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
27
Portfolio value:
$7,725,390,000
Filed:
Aug 14, 2026
Style:
Distressed & Event-Driven
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 268 new7 added5 reduced12 exited
≡MU – MICRON TECHNOLOGY INCReduce 41.44%−690,0005.09
≡BABA – ALIBABA GROUP HLDG LTDReduce 42.28%−1,465,000−4.84
≡SNDK – SANDISK CORPSell−281,250−3.01
≡GLW – CORNING INCSell−1,129,500−2.59
≡PDD – PDD HOLDINGS INCSell−900,000−1.55
≡WHR – WHIRLPOOL CORPReduce 63.33%−1,235,000−1.41
≡LHX – L3HARRIS TECHNOLOGIES INCSell−198,000−1.15
≡RTX – RTX CORPORATIONSell−342,000−1.11
≡BALL – BALL CORPSell−837,000−0.83
≡AMD – ADVANCED MICRO DEVICES INCReduce 10.79%−23,9000.73
≡JD – JD.COM INCSell−1,305,000−0.65
≡LYFT – LYFT INCSell−2,700,000−0.61
≡MSFT – MICROSOFT CORPSell−90,000−0.56
≡KWEB – KRANESHARES TRUSTSell−1,080,000−0.52
≡QCOM – QUALCOMM INCReduce 49.86%−248,613−0.48
≡UNH – UNITEDHEALTH GROUP INCSell−90,000−0.41
≡DB – DEUTSCHE BK AGSell−257,616−0.13
Q1 2026filed May 15, 262 new7 added21 reduced9 exited
≡MUCALL – MICRON TECHNOLOGY INCSell−1,750,000−7.21
≡BABA – ALIBABA GROUP HLDG LTDReduce 32.56%−1,672,931−3.55
≡AAL – AMERICAN AIRLS GROUP INCSell−14,150,000−3.13
≡MSFT
Q4 2025filed Feb 17, 263 new9 added16 reduced10 exited
≡BABA – ALIBABA GROUP HLDG LTDReduce 20.34%−1,312,069−4.74
≡KWEB – KRANESHARES TRUSTReduce 35.81%−2,650,000−1.87
≡WHR – WHIRLPOOL CORPReduce 28.91%−1,590,000−1.78
≡FISV – FISERV INCSell−925,000
Q3 2025filed Nov 13, 2510 new8 added23 reduced3 exited
≡UNH – UNITEDHEALTH GROUP INCReduce 91.69%−2,246,500−10.90
≡BABA – ALIBABA GROUP HLDG LTDReduce 8.73%−617,2713.18
≡INTC – INTEL CORPSell−8,000,000−2.78
≡VST – VISTRA CORPReduce 30.83%−555,000
Q2 2025filed Aug 14, 258 new8 added13 reduced8 exited
≡SPYXPUT – SPDR SER TRSell−4,500,000−30.03
≡AAPLPUT – APPLE INCSell−1,250,000−3.31
≡PDD – PDD HOLDINGS INCReduce 54.23%−2,370,000−2.92
≡
Q1 2025filed May 15, 257 new6 added20 reduced6 exited
≡MSFT – MICROSOFT CORPReduce 47.42%−460,000−4.04
≡VST – VISTRA CORPReduce 14.81%−400,000−2.54
≡ORCL – ORACLE CORPReduce 50.00%−700,000−2.44
≡AMD – ADVANCED MICRO DEVICES INCSell−1,200,000
Q4 2024filed Feb 10, 251 new15 added12 reduced2 exited
≡ADBE – ADOBE INCSell−200,000−1.54
≡META – META PLATFORMS INCReduce 21.60%−135,000−0.88
≡INTC – INTEL CORPReduce 60.00%−1,500,000−0.56
≡WYNN – WYNN RESORTS LTDReduce 37.50%−300,000
Q3 2024filed Nov 14, 244 new3 added24 reduced3 exited
≡MSFT – MICROSOFT CORPReduce 17.89%−211,356−2.35
≡META – META PLATFORMS INCReduce 33.16%−310,000−2.32
≡AMZN – AMAZON COM INCReduce 7.91%−275,000−2.02
≡ADBE – ADOBE INCReduce 44.44%−160,000
Q2 2024filed Aug 14, 241 new8 added22 reduced2 exited
≡MSFTPUT – MICROSOFT CORSell−1,550,000−9.65
≡INTC – INTEL CORPReduce 25.87%−970,000−1.06
≡GOOG – ALPHABET INCReduce 7.23%−150,0001.04
≡AMD – ADVANCED MICRO DEVICES INC
Q1 2024filed May 15, 247 new5 added9 reduced9 exited
≡MSFT – MICROSOFT CORPSell−1,700,000−11.04
≡UBER – UBER TECHNOLOGIES INCReduce 77.33%−4,640,000−4.83
≡META – META PLATFORMS INCReduce 39.32%−727,500−3.24
≡ARKKCALL
Q4 2023filed Feb 14, 2411 new4 added13 reduced3 exited
≡NVDA – NVIDIA CORPORATIONReduce 22.93%−235,000−2.05
≡GOOG – ALPHABET INCReduce 16.36%−450,000−1.56
≡JD – JD.COM INCSell−1,675,000−0.96
≡ARISTA NETWORKS INCSell−250,000−0.91
Q3 2023filed Nov 14, 231 new6 added6 reduced8 exited
≡MRVL – MARVELL TECHNOLOGY INCSell−1,750,000−1.94
≡AVGO – BROADCOM INCSell−120,000−1.93
≡AAPL – APPLE INCSell−480,000−1.73
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 43.66%−775,000
– MICROSOFT CORP
Reduce 82.00%
−410,000
−2.93
≡WHR – WHIRLPOOL CORPReduce 50.13%−1,960,000−2.30
≡KWEB – KRANESHARES TRUSTReduce 77.26%−3,670,000−1.82
≡QCOM – QUALCOMM INCReduce 56.45%−646,387−1.75
≡DB – DEUTSCHE BK AGReduce 91.82%−2,892,384−1.62
≡OC – OWENS CORNING NEWSell−950,000−1.54
≡META – META PLATFORMS INCReduce 27.25%−163,500−1.51
≡PDD – PDD HOLDINGS INCReduce 49.30%−875,000−1.36
≡JD – JD.COM INCReduce 68.61%−2,852,046−1.07
≡MHK – MOHAWK INDS INCSell−675,000−1.07
≡IQV – IQVIA HLDGS INCSell−280,000−0.91
≡UAL – UNITED AIRLS HLDGS INCSell−465,000−0.75
≡GLW – CORNING INCReduce 28.07%−440,7000.60
≡FXI – ISHARES TRSell−1,087,500−0.60
≡UNH – UNITEDHEALTH GROUP INCReduce 55.00%−110,000−0.54
≡DAL – DELTA AIR LINES INC DELSell−475,000−0.48
≡LYFT – LYFT INCReduce 28.95%−1,100,000−0.46
≡LRCX – LAM RESEARCH CORPReduce 10.00%−42,5000.33
≡GT – GOODYEAR TIRE & RUBR COSell−2,500,000−0.32
≡NVDA – NVIDIA CORPORATIONReduce 13.44%−228,500−0.25
≡AMD – ADVANCED MICRO DEVICES INCReduce 31.88%−103,600−0.25
≡RTX – RTX CORPORATIONReduce 31.60%−158,000−0.21
≡ASML – ASML HLDG NVReduce 20.80%−13,0000.14
≡LHX – L3HARRIS TECHNOLOGIES INCReduce 32.88%−97,000−0.10
≡BALL – BALL CORPReduce 30.25%−363,000−0.08
≡ET – ENERGY TRANSFER L PReduce 28.07%−615,125−0.01
≡MPLX – MPLX LPReduce 19.93%−125,040−0.00
−1.62
≡JD – JD.COM INCReduce 33.22%−2,067,954−1.23
≡MU – MICRON TECHNOLOGY INCSell−500,000−1.13
≡VST – VISTRA CORPReduce 24.10%−300,000−1.10
≡AMD – ADVANCED MICRO DEVICES INCReduce 65.79%−625,000−1.08
≡UBER – UBER TECHNOLOGIES INCReduce 23.14%−556,983−1.01
≡TFC – TRUIST FINL CORPSell−1,387,500−0.86
≡BIDU – BAIDU INCReduce 44.98%−470,000−0.78
≡CZR – CAESARS ENTERTAINMENT INC NESell−2,100,000−0.77
≡ET – ENERGY TRANSFER L PReduce 55.80%−2,765,985−0.63
≡LYFT – LYFT INCReduce 32.14%−1,800,000−0.61
≡KEY – KEYCORPSell−2,020,000−0.51
≡CFG – CITIZENS FINL GROUP INCSell−600,000−0.43
≡CMA – COMERICA INCSell−462,500−0.43
≡XYZ – BLOCK INCSell−370,000−0.36
≡NRG – NRG ENERGY INCReduce 12.30%−230,000−0.33
≡WAL – WESTERN ALLIANCE BANCORPSell−195,000−0.23
≡NVDA – NVIDIA CORPORATIONReduce 10.53%−200,000−0.22
≡ZION – ZIONS BANCORPORATION N ASell−285,000−0.22
≡GT – GOODYEAR TIRE & RUBR COReduce 51.36%−2,640,000−0.20
≡AMZN – AMAZON COM INCReduce 12.82%−320,609−0.17
≡DB – DEUTSCHE BANK A GReduce 16.89%−640,000−0.06
≡QCOM – QUALCOMM INCReduce 8.03%−100,0000.02
−2.11
≡AMZN – AMAZON COM INCReduce 7.41%−200,000−1.75
≡META – META PLATFORMS INCReduce 7.50%−30,000−0.90
≡NRG – NRG ENERGY INCReduce 5.56%−110,000−0.83
≡UBER – UBER TECHNOLOGIES INCReduce 12.47%−343,017−0.78
≡MSFT – MICROSOFT CORPReduce 7.50%−37,500−0.61
≡JD – JD.COM INCReduce 11.07%−775,000−0.59
≡ORCL – ORACLE CORPSell−150,000−0.51
≡GOOG – ALPHABET INCReduce 7.50%−112,5000.45
≡MU – MICRON TECHNOLOGY INCReduce 39.39%−325,000−0.44
≡BEKE – KE HLDGS INCSell−1,500,000−0.41
≡GLW – CORNING INCReduce 7.14%−125,0000.38
≡XYZ – BLOCK INCReduce 42.35%−271,800−0.31
≡LYFT – LYFT INCReduce 30.00%−2,400,000−0.29
≡RTX – RTX CORPORATIONReduce 12.91%−75,500−0.17
≡LHX – L3HARRIS TECHNOLOGIES INCReduce 14.29%−50,000−0.12
≡MPLX – MPLX LPReduce 7.52%−43,500−0.10
≡UAL – UNITED AIRLS HLDGS INCReduce 15.91%−87,500−0.07
≡LRCX – LAM RESEARCH CORPReduce 7.50%−30,0000.07
≡DAL – DELTA AIR LINES INC DELReduce 15.91%−87,500−0.06
≡ASML – ASML HOLDING N VReduce 8.57%−6,000−0.03
≡PDD – PDD HOLDINGS INCReduce 10.00%−200,000−0.02
≡DB – DEUTSCHE BANK A GReduce 5.25%−210,0000.00
VST – VISTRA CORP
Reduce 21.74%
−500,000
2.19
≡BABA – ALIBABA GROUP HLDG LTDReduce 23.43%−2,162,729−2.13
≡FXI – ISHARES TRReduce 82.14%−4,600,000−1.82
≡UBER – UBER TECHNOLOGIES INCReduce 14.06%−450,0001.20
≡META – META PLATFORMS INCReduce 27.27%−150,0000.80
≡LYFT – LYFT INCReduce 11.11%−1,000,0000.68
≡ORCL – ORACLE CORPReduce 78.57%−550,000−0.66
≡JD – JD.COM INCReduce 13.04%−1,050,000−0.41
≡GOOG – ALPHABET INCReduce 25.37%−510,0000.38
≡WYNN – WYNN RESORTS LTDSell−320,000−0.32
≡LVS – LAS VEGAS SANDS CORPSell−590,000−0.27
≡AVGO – BROADCOM INCSell−130,000−0.26
≡SMHPUT – VANECK ETF TRUSTSell−100,000−0.25
≡LRCX – LAM RESEARCH CORPReduce 20.00%−100,0000.17
≡EXPAND ENERGY CORPORATIONSell−117,321−0.15
≡EXPAND ENERGY CORPORATIONSell−65,398−0.08
≡BEKE – KE HLDGS INCReduce 21.05%−400,000−0.04
≡BIDU – BAIDU INCReduce 19.35%−150,000−0.02
−2.24
≡PDD – PDD HOLDINGS INCReduce 18.41%−986,132−1.87
≡JD – JD.COM INCReduce 23.08%−2,415,885−1.66
≡FDX – FEDEX CORPSell−350,000−1.52
≡LYFT – LYFT INCReduce 33.33%−4,500,000−1.42
≡QCOM – QUALCOMM INCReduce 56.25%−450,000−1.26
≡ASML – ASML HOLDING N VReduce 56.25%−90,000−1.16
≡MU – MICRON TECHNOLOGY INCReduce 66.67%−800,000−1.15
≡BIDU – BAIDU INCReduce 49.28%−752,909−1.14
≡NVDA – NVIDIA CORPORATIONReduce 55.88%−380,001−1.02
≡BABA – ALIBABA GROUP HLDG LTDReduce 22.06%−2,613,158−0.98
≡LRCX – LAM RESEARCH CORPReduce 60.00%−750,000−0.96
≡FXI – ISHARES TRReduce 15.63%−1,037,128−0.73
≡EQT – EQT CORPSell−800,000−0.57
≡AR – ANTERO RESOURCES CORPSell−840,000−0.46
≡EXE – EXPAND ENERGY CORPORATIONSell−295,000−0.45
≡LVS – LAS VEGAS SANDS CORPReduce 34.44%−310,000−0.44
≡KWEB – KRANESHARES TRUSTReduce 12.58%−575,695−0.40
≡WYNN – WYNN RESORTS LTDReduce 36.00%−180,000−0.35
≡INTC – INTEL CORPSell−1,000,000−0.31
≡BEKE – KE HLDGS INCReduce 26.19%−674,074−0.28
≡EXPAND ENERGY CORPORATIONReduce 53.07%−132,679−0.20
≡EXPAND ENERGY CORPORATIONReduce 56.40%−84,602−0.12
−0.47
≡SOUTHWESTRERN ENERGY COSell−4,180,000−0.44
≡LVS – LAS VEGAS SANDS CORPReduce 41.11%−628,323−0.43
≡EQT – EQT CORPReduce 55.43%−995,000−0.41
≡ORCL – ORACLE CORPReduce 11.02%−173,394−0.37
≡LYFT – LYFT INCReduce 14.29%−2,250,000−0.29
≡AR – ANTERO RESOURCES CORPReduce 51.86%−905,000−0.29
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 37.50%−150,000−0.27
≡ET – ENERGY TRANSFER L PReduce 28.02%−1,913,265−0.14
≡AMZN – AMAZON COM INCReduce 18.75%−600,000−0.03
≡FDX – FEDEX CORPReduce 6.67%−25,000−0.00
−1.70
≡UPS – UNITED PARCEL SERVICE INCSell−605,000−1.34
≡FDX – FEDEX CORPReduce 31.82%−175,000−1.15
≡MU – MICRON TECHNOLOGY INCReduce 10.64%−125,000−0.89
≡AMD – ADVANCED MICRO DEVICES INCReduce 17.15%−235,000−0.83
≡LRCX – LAM RESEARCH CORPReduce 8.26%−9,000−0.67
≡BA – BOEING COSell−210,000−0.62
≡ORCL – ORACLE CORPReduce 21.33%−426,606−0.59
≡INTC – INTEL CORPReduce 10.07%−280,000−0.52
≡ASML – ASML HOLDING N VReduce 11.43%−10,000−0.49
≡ET – ENERGY TRANSFER L PReduce 11.38%−876,428−0.40
≡M – MACYS INCSell−1,265,000−0.39
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 13.04%−60,000−0.26
≡NVDA – NVIDIA CORPORATIONReduce 9.42%−65,000−0.25
≡AR – ANTERO RESOURCES CORPReduce 5.68%−105,000−0.23
≡UBER – UBER TECHNOLOGIES INCReduce 6.00%−90,000−0.19
≡FXI – ISHARES TRReduce 15.92%−1,105,000−0.17
≡EQT – EQT CORPReduce 5.77%−110,000−0.16
≡BIDU – BAIDU INCReduce 14.41%−240,000−0.10
≡KWEB – KRANESHARES TRUSTReduce 16.15%−725,000−0.06
≡EXE – CHESAPEAKE ENERGY CORPReduce 12.23%−23,000−0.05
≡SOUTHWESTRERN ENERGY COReduce 5.86%−260,000−0.04
≡MPLX – MPLX LPReduce 5.40%−33,000−0.04
≡UNH – UNITEDHEALTH GROUP INCReduce 5.68%−10,500−0.01
Reduce 15.95%
−260,000
−0.76
≡AMZN – AMAZON COM INCReduce 9.22%−353,0000.65
≡PDD – PDD HOLDINGS INCReduce 7.62%−160,0000.56
≡BIDU – BAIDU INCReduce 7.50%−135,000−0.47
≡META – META PLATFORMS INCReduce 16.70%−187,500−0.43
≡ORCL – ORACLE CORPReduce 13.04%−300,0000.30
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 8.00%−40,0000.29
≡QCOM – QUALCOMM INCReduce 15.15%−150,0000.23
≡LRCX – LAM RESEARCH CORPReduce 5.22%−6,0000.23
≡BABA – ALIBABA GROUP HLDG LTDReduce 6.67%−750,0000.19
≡NSC – NORFOLK SOUTHN CORPSell−45,000−0.17
≡AR – ANTERO RESOURCES CORPReduce 7.50%−150,0000.12
≡FDX – FEDEX CORPReduce 8.33%−50,0000.10
≡UNH – UNITEDHEALTH GROUP INCReduce 7.50%−15,0000.06
≡SOUTHWESTERN ENERGY COReduce 7.50%−360,000−0.05
≡BA – BOEING COReduce 6.67%−15,000−0.02
≡M – MACYS INCReduce 9.64%−135,000−0.02
≡EXE – CHESAPEAKE ENERGY CORPReduce 7.39%−15,000−0.02
≡MPLX – MPLX LPReduce 7.35%−48,5000.02
≡ET – ENERGY TRANSFER L PReduce 10.87%−940,0000.01
≡EQT – EQT CORPReduce 7.52%−155,0000.01
– ARK ETF TR
Sell
−2,550,000
−2.31
≡INTC – INTEL CORPReduce 18.48%−850,000−1.54
≡M – MACYS INCReduce 68.54%−3,050,000−1.13
≡GOOG – ALPHABET INCReduce 9.78%−225,000−0.92
≡NVDA – NVIDIA CORPORATIONReduce 44.05%−348,000−0.84
≡AMD – ADVANCED MICRO DEVICES INCReduce 18.91%−380,000−0.76
≡HCA – HCA HEALTHCARE INCSell−117,198−0.55
≡FMC – FMC CORPSell−325,000−0.35
≡ET – ENERGY TRANSFER L PReduce 11.63%−1,137,448−0.32
≡FDX – FEDEX CORPReduce 7.69%−50,000−0.27
≡WHR – WHIRLPOOL CORPSell−90,000−0.19
≡MHK – MOHAWK INDS INCSell−95,000−0.17
≡GM – GENERAL MTRS COSell−265,000−0.16
≡MAS – MASCO CORPSell−130,000−0.15
≡OC – OWENS CORNING NEWSell−25,000−0.06
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 50.00%−500,000−0.82
≡PDD – PDD HOLDINGS INCReduce 44.64%−625,000−0.75
≡AMD – ADVANCED MICRO DEVICES INCReduce 11.65%−265,0000.50
≡BIDU – BAIDU INCReduce 6.02%−40,000−0.48
≡M – MACYS INCReduce 11.00%−550,0000.40
≡INTC – INTEL CORPReduce 26.40%−1,650,000−0.39
≡QCOM – QUALCOMM INCReduce 23.08%−300,000−0.35
≡EPD – ENTERPRISE PRODS PARTNERS LSell−495,980−0.27
≡BEKE – KE HLDGS INCReduce 28.96%−695,000−0.26
≡META – META PLATFORMS INCReduce 5.13%−100,000−0.25
≡UBER – UBER TECHNOLOGIES INCReduce 17.24%−1,250,000−0.20
≡MU – MICRON TECHNOLOGY INCReduce 13.21%−185,000−0.09
−1.61
≡BIDU – BAIDU INCReduce 47.84%−610,000−1.48
≡QCOM – QUALCOMM INCReduce 29.73%−550,000−1.24
≡SNPS – SYNOPSYS INCSell−145,000−1.17
≡CEG – CONSTELLATION ENERGY CORPSell−500,000−0.85
≡CDNS – CADENCE DESIGN SYSTEM INCSell−190,000−0.83
≡KWEB – KRANESHARES TRSell−1,600,000−0.80
≡BABA – ALIBABA GROUP HLDG LTDReduce 19.55%−875,000−0.76
≡FXI – ISHARES TRSell−1,500,000−0.76
≡JD – JD.COM INCReduce 10.67%−200,000−0.22
≡INTC – INTEL CORPReduce 7.75%−525,0000.18