Hedge fund tracker
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David Tepper

Founder & President
Appaloosa

Positions

27

Disclosed value

$7.7B

New last quarter

8

Exits last quarter

12

From Appaloosa's latest 13F filing (Jun 2026 quarter). 13F filings disclose long US-listed positions only — not cash, shorts, or private assets. TickerTalksAI is not affiliated with David Tepper or Appaloosa.

Top holdings

AMZN

AMZN

15.4% of portfolio

Added

$1.2B

MU

MU

14.6% of portfolio

Trimmed

$1.1B

TSM

TSM

10.2% of portfolio

Added

$788.0M

GOOG

GOOG

8.5% of portfolio

Added

$653.7M

UBER

UBER

7.2% of portfolio

Added

$555.2M

Full Appaloosa analysis