Appaloosa LP 13F Holdings & Portfolio
Managed by David Tepper. Every U.S. equity position disclosed in Appaloosa LP's Q2 2026 SEC Form 13F filing, with portfolio weights, share counts, and position values.
Appaloosa LP portfolio holdings (Q2 2026)
Long U.S. equity positions from the latest 13F filing, ranked by portfolio weight. "Recent change" reflects the quarter-over-quarter direction of each position.
| Ticker | Company | Weight | Shares | Value | Recent change |
|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 15.9% | 5.00M | $1.2B | Added 15.74% |
| MU | MICRON TECHNOLOGY INC | 15.1% | 975.0K | $1.1B | Reduced 41.44% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.6% | 1.65M | $788M | Added 24.29% |
| GOOG | ALPHABET INC | 8.8% | 1.85M | $654M | Added 6.77% |
| UBER | UBER TECHNOLOGIES INC | 7.4% | 7.69M | $555M | Added 21.5% |
| EWY | ISHARES INC | 6.5% | 2.42M | $490M | Added 1.04% |
| META | META PLATFORMS INC | 5.1% | 675.0K | $380M | Added 54.64% |
| VST | VISTRA CORP | 4.7% | 2.22M | $351M | Added 9.54% |
| NVDA | NVIDIA CORPORATION | 4.1% | 1.52M | $305M | Added 3.64% |
| NRG | NRG ENERGY INC | 3.4% | 1.76M | $257M | Added 1.47% |
| BABA | ALIBABA GROUP HLDG LTD | 2.6% | 2.00M | $192M | Reduced 42.28% |
| BA | BOEING CO | 2.3% | 800.0K | $173M | New Position |
| LRCX | LAM RESEARCH CORP | 2.2% | 382.5K | $166M | Held |
| BIDU | BAIDU INC | 2.0% | 1.29M | $148M | Added 87.11% |
| AAL | AMERICAN AIRLINES GROUP INC | 1.8% | 7.50M | $136M | New Position |
| AMD | ADVANCED MICRO DEVICES INC | 1.5% | 197.5K | $115M | Reduced 10.79% |
| CRWV | COREWEAVE INC | 1.4% | 1.08M | $107M | New Position |
| ASML | ASML HLDG NV | 1.3% | 50.0K | $99M | Added 1.01% |
| AVGO | BROADCOM INC | 0.8% | 150.0K | $57M | New Position |
| QCOM | QUALCOMM INC | 0.6% | 250.0K | $46M | Reduced 49.86% |
| SPCX | SPACE EXPLORATION TECHN CORP | 0.5% | 225.0K | $38M | New Position |
| ET | ENERGY TRANSFER L P | 0.4% | 1.58M | $30M | Held |
| MPLX | MPLX LP | 0.4% | 502.5K | $28M | Held |
| WHR | WHIRLPOOL CORP | 0.4% | 715.0K | $28M | Reduced 63.33% |
| GT | GOODYEAR TIRE & RUBR CO | 0.1% | 1.51M | $10M | New Position |
Research Appaloosa LP's 13F positions against your own holdings
13F filings can lag the positions by weeks. See how Wealthnow would research Appaloosa LP's disclosed AMZN position against your own holdings. Copying a fund is in the Marketplace, for people with access, and nothing is placed until you approve it.
Research Appaloosa LP's 13F positions against your own holdings
See how Wealthnow would research Appaloosa LP's disclosed AMZN position against your own holdings. Copying a fund is in the Marketplace, for people with access, and nothing is placed until you approve it.
Frequently asked questions
What stocks does Appaloosa LP hold?
In its Q2 2026 13F filing, Appaloosa LP disclosed 25 U.S. equity positions worth about $7.5B. Its largest positions include AMZN, MU, TSM, GOOG, UBER. The full holdings table above shows each position's portfolio weight, share count, market value, and the most recent quarter-over-quarter change.
Who manages Appaloosa LP?
Appaloosa LP is run by David Tepper. The positions shown here are reconstructed from the fund's official SEC Form 13F-HR filing, the same public record every institutional manager over $100M must submit each quarter.
What is Appaloosa LP's biggest position?
Appaloosa LP's largest disclosed holding is AMZN (AMAZON COM INC) at about 15.9% of the 13F portfolio, a position worth roughly $1.2B.
Can I trade on Appaloosa LP's 13F positions in my own account?
Wealthnow can research Appaloosa LP's disclosed 13F positions against your own holdings. Copying a fund is in the Marketplace, for people with access, and nothing is placed until you approve it. Your money stays at your broker, and Wealthnow never takes custody. 13F filings can lag the positions by weeks.