Wall St Terminal
Portfolios of large managers according to their 13F filings with the SEC.
Appaloosa LP
David Tepper
- Quarter
- Q2 2026
- Filed on
- August 14, 2026
- Total reported value
- US$ 7,471 M
- Positions
- 27
- AMAZON COM INC16.0%US$ 1,192 M
- MICRON TECHNOLOGY INC15.1%US$ 1,125 M
- TAIWAN SEMICONDUCTOR MANUFAC10.5%US$ 788 M
- ALPHABET INC8.7%US$ 654 M
- UBER TECHNOLOGIES INC7.4%US$ 555 M
- ISHARES INC6.6%US$ 490 M
- META PLATFORMS INC5.1%US$ 380 M
- VISTRA CORP4.7%US$ 351 M
- NVIDIA CORPORATION4.1%US$ 305 M
- Other21.8%US$ 1,631 M
Options (puts and calls) are left out of the chart: their value is notional, not an investment. They are in the table.
Public SEC information. It is not investment advice or a recommendation to buy or sell. 13F filings are due up to 45 days after quarter end and do not show short positions or later trades.
Valuation multiples (P/E, PEG) and quotes are not available yet.