Appaloosa LP — 13F holdings

Appaloosa LP reported 27 holdings worth $7.73B in its 13F filing for Q2 2026, filed August 14, 2026.

David Tepper's portfolio: holdings, buys and sells

Largest positions

1. AMZN AMAZON COM INC — $1.19B (15.4%)
2. MU MICRON TECHNOLOGY INC — $1.13B (14.6%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $788M (10.2%)
4. GOOG ALPHABET INC — $654M (8.5%)
5. UBER UBER TECHNOLOGIES INC — $555M (7.2%)
6. EWY ISHARES INC — $490M (6.3%)
7. META META PLATFORMS INC — $380M (4.9%)
8. VST VISTRA CORP — $351M (4.5%)
9. NVDA NVIDIA CORPORATION — $305M (3.9%)
10. NRG NRG Energy Inc — $257M (3.3%)