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David Tepper
APPALOOSA MANAGEMENT LP
Latest filing: 2026-03-31
David Tepper runs APPALOOSA MANAGEMENT LP and currently holds 31 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $5.93B. Their top holdings are AMZN, MU, GOOG, UBER, TSM. The top five represent 48.3% of reported portfolio weight. David Tepper ranks #174 out of 1000 investors tracked by Alpha Score. In the most recent quarter, David Tepper initiated 1 new position. They added to 8 existing positions. They trimmed 22 positions. Their current best-performing preview position is GLW with returns of +55.29%.
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31 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AMZN AMAZON COM INC | 15.16% | $168.75 | $228.04 | +35.13% | Added +98.22% |
 MU MICRON TECHNOLOGY INC | 9.48% | $233.54 | $786.59 | +236.81% | Added +11.00% |
 GOOG ALPHABET INC | 8.38% | $131.15 | $333.47 | +154.27% | Trimmed -3.03% |
 UBER UBER TECHNOLOGIES INC | 7.68% | $67.57 | $70.03 | +3.64% | Added +242.31% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 7.56% | $223.99 | $379.34 | +69.36% | Added +17.48% |
 BABA ALIBABA GROUP HLDG LTD | 7.33% | $78.24 | $114.30 | +46.09% | Trimmed -32.56% |
 VST VISTRA CORP | 5.12% | $140.26 | $143.80 | +2.52% | Added +114.00% |
 EWY ISHARES INC | 4.98% | $102.86 | $145.60 | +41.55% | Added +28.00% |
 NVDA NVIDIA CORPORATION | 4.33% | $142.85 | $192.53 | +34.78% | Trimmed -13.44% |
 NRG NRG ENERGY INC | 4.27% | $94.24 | $125.30 | +32.96% | Added +5.76% |
Showing 1-10 of 31