David Tepper's portfolio — Appaloosa Management

Opportunistic investor who made his name buying distressed debt and beaten-down stocks.

Appaloosa Management's 13F filing for Q2 2026 lists 27 stocks worth $7.73B, led by AMZN, MU, TSM. That quarter it opened 8 new positions, added to 11, reduced 5 and sold out of 12.

Top holdings, Q2 2026

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

What stocks does David Tepper own?

David Tepper's largest holdings at Appaloosa Management as of Q2 2026 are AMZN (15.4%), MU (14.6%), TSM (10.2%), GOOG (8.5%), UBER (7.2%).

How much is David Tepper's portfolio worth?

Appaloosa Management reported $7.73B in U.S. stocks across 27 holdings in its Q2 2026 13F filing.

What did David Tepper buy and sell in Q2 2026?

It opened 8 new positions, added to 11, reduced 5 and sold out of 12.

Every position in Appaloosa Management's 13F filing · All famous investors · What they hold in common