Portfolios of the great investors (13F)
David Tepper portfolio · Appaloosa
13F for 2026-06-30 filed with the SEC, compared with 2026-03-31.
- Reported value
- 7.471 M$
- Holdings
- 25
- Buys
- 17
- Sells
- 17
| Boeing Co | new |
| American Airlines Group Inc | new |
| Coreweave Inc (A) | new |
| Broadcom Inc | new |
| Space Exploration Techn Corp | new |
| Goodyear Tire & Rubr Co | new |
| Amazon Com Inc | increased 16% |
| Taiwan Semiconductor Manufac | increased 24% |
| Alphabet Inc (C) | increased 7% |
| Uber Technologies Inc | increased 21% |
| Ishares Inc | increased 1% |
| Meta Platforms Inc (A) | increased 55% |
| Vistra Corp | increased 10% |
| Nvidia Corporation | increased 4% |
| Nrg Energy Inc | increased 1% |
| Sandisk Corp | sold out |
| Corning Inc | sold out |
| Pdd Holdings Inc | sold out |
| L3Harris Technologies Inc | sold out |
| Rtx Corporation | sold out |
| Ball Corp | sold out |
| Jd.Com Inc (A) | sold out |
| Lyft Inc (A) | sold out |
| Microsoft Corp | sold out |
| Kraneshares Trust | sold out |
| Unitedhealth Group Inc | sold out |
| Deutsche Bk Ag | sold out |
| Micron Technology Inc | reduced -41% |
| Alibaba Group Hldg Ltd | reduced -42% |
| Advanced Micro Devices Inc | reduced -11% |
All holdings
| Company | Weight | Value | Shares | Change |
|---|---|---|---|---|
| Amazon Com Inc | 16,0% | 1.192 M$ | 5.000.000 | increased 16% |
| Micron Technology Inc | 15,1% | 1.125 M$ | 975.000 | reduced -41% |
| Taiwan Semiconductor Manufac | 10,5% | 788 M$ | 1.650.000 | increased 24% |
| Alphabet Inc (C) | 8,7% | 654 M$ | 1.850.000 | increased 7% |
| Uber Technologies Inc | 7,4% | 555 M$ | 7.694.071 | increased 21% |
| Ishares Inc | 6,6% | 490 M$ | 2.425.000 | increased 1% |
| Meta Platforms Inc (A) | 5,1% | 380 M$ | 675.000 | increased 55% |
| Vistra Corp | 4,7% | 351 M$ | 2.215.272 | increased 10% |
| Nvidia Corporation | 4,1% | 305 M$ | 1.525.000 | increased 4% |
| Nrg Energy Inc | 3,4% | 257 M$ | 1.760.000 | increased 1% |
| Alibaba Group Hldg Ltd | 2,6% | 192 M$ | 2.000.000 | reduced -42% |
| Boeing Co | 2,3% | 173 M$ | 800.000 | new |
| Lam Research Corp | 2,2% | 166 M$ | 382.500 | |
| Baidu Inc | 2,0% | 148 M$ | 1.295.000 | increased 87% |
| American Airlines Group Inc | 1,8% | 136 M$ | 7.500.000 | new |
| Advanced Micro Devices Inc | 1,5% | 115 M$ | 197.500 | reduced -11% |
| Coreweave Inc (A) | 1,4% | 107 M$ | 1.078.248 | new |
| Asml Hldg Nv | 1,3% | 99 M$ | 50.000 | increased 1% |
| Broadcom Inc | 0,8% | 57 M$ | 150.000 | new |
| Qualcomm Inc | 0,6% | 46 M$ | 250.000 | reduced -50% |
| Space Exploration Techn Corp | 0,5% | 38 M$ | 225.000 | new |
| Energy Transfer L P | 0,4% | 30 M$ | 1.576.125 | |
| Mplx Lp | 0,4% | 28 M$ | 502.460 | |
| Whirlpool Corp | 0,4% | 28 M$ | 715.000 | reduced -63% |
| Goodyear Tire & Rubr Co | 0,1% | 10 M$ | 1.508.591 | new |
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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