Appaloosa (David Tepper)

Bold bets on turnarounds and crises, these days mostly large tech companies.

What David Tepper held at Q2 2026: 25 positions, the largest AMZN +16.0 %, MU +15.1 %, TSM +10.5 %, GOOG +8.7 %, UBER +7.4 %. Changes against the quarter before.

• AMZN – +16.0 %
• MU – +15.1 %
• TSM – +10.5 %
• GOOG – +8.7 %
• UBER – +7.4 %
• EWY – +6.6 %
• META – +5.1 %
• VST – +4.7 %
• NVDA – +4.1 %
• NRG – +3.4 %
• BABA – +2.6 %
• BA – +2.3 %
• LRCX – +2.2 %
• BIDU – +2.0 %
• AAL – +1.8 %
• AMD – +1.5 %
• CRWV – +1.4 %
• ASML – +1.3 %
• AVGO – +0.8 %
• QCOM – +0.6 %
• SPCX – +0.5 %
• ET – +0.4 %
• MPLX – +0.4 %
• WHR – +0.4 %
• GT – +0.1 %