Appaloosa LP
David Tepper.
CIK 0001656456 · Last filing 2026-03-31
Reported AUM (top 30)
$5,860,425,097,000.00
Today's value (top 30)
$8,392,578,711.92
Since filing
-99.86%
Total positions
31
Estimated performance
Daily value of the reported top-30 positions, marked to market. Position snapshots refresh at each 13F filing. Not a total-portfolio P&L — only the equities in their 13F.
vs
Top holdings
MU$1.81B-99.68%
AMZN$1.06B-99.88%
GOOG$636.09M-99.87%
SNDK$592.84M-99.67%
TSM$585.96M-99.87%
EWY$507.48M-99.83%
UBER$461.34M-99.90%
BABA$389.99M-99.91%
NVDA$312.62M-99.88%
VST$310.47M-99.90%
META$259.05M-99.90%
NRG$226.17M-99.91%
GLW$212.21M-99.86%
LRCX$148.76M-99.82%
AMD
QCOM
WHR
BIDU
PDD
RTX
LHX
BALL
LYFT
JD
UNH
MSFT
ET
KWEB
MPLX
Positions detail
| Symbol | Shares | Value | Now |
|---|---|---|---|
| AMZN | 4,320,000 | $899.7B | $246.02 |
| MU | 1,665,000 | $562.5B | $1,087.99 |
| GOOG | 1,732,700 | $497.0B | $367.11 |
| UBER | 6,332,720 | $455.5B | $72.85 |
| TSM | 1,327,500 | $448.6B | $441.40 |
| BABA | 3,465,000 | $434.7B | $112.55 |
| VST | 2,022,332 | $304.0B | $153.52 |
| EWY | 2,400,000 | $295.2B | $211.45 |
| NVDA | 1,471,500 | $256.6B | $212.45 |
| NRG | 1,734,442 | $253.5B | $130.40 |
| META | 436,500 | $249.7B | $593.48 |
| SNDK | 281,250 | $178.7B | $2,107.86 |
| GLW | 1,129,500 | $153.6B | $187.88 |
| WHR | 1,950,000 | $105.1B | $41.86 |
| PDD | 900,000 | $92.0B | $83.55 |
| LRCX | 382,500 | $81.7B | $388.92 |
| BIDU | 692,100 | $77.1B | $116.75 |
| LHX | 198,000 | $68.3B | $304.17 |
| RTX | 342,000 | $66.0B | $183.64 |
| QCOM | 498,613 | $64.2B | $220.81 |
| BALL | 837,000 | $49.5B | $57.35 |
| AMD | 221,400 | $45.0B | $547.26 |
| JD | 1,305,000 | $38.6B | $28.68 |
| LYFT | 2,700,000 | $35.9B | $14.24 |
| MSFT | 90,000 | $33.3B | $399.76 |
| KWEB | 1,080,000 | $30.7B | $26.62 |
| ET | 1,576,125 | $30.4B | $18.91 |
| MPLX | 502,460 | $28.7B | $55.67 |
| UNH | 90,000 | $24.4B | $411.04 |
Synthesized trades (quarter VWAP)
These are NOT actual broker fills — they're what we estimate the manager did, based on the share-count delta between successive 13F filings, priced at the volume-weighted average across the quarter.
| Quarter | Side | Symbol | Shares | Est. price | Notional |
|---|---|---|---|---|---|
| 2026-03-31 | BUY | AMD | 221,400 | $214.26 | $47.4M |
| 2026-03-31 | BUY | AMZN | 4,320,000 | $218.25 | $942.9M |
| 2026-03-31 | BUY | BABA | 3,465,000 | $150.86 | $522.7M |
| 2026-03-31 | BUY | BALL | 837,000 | $60.75 | $50.8M |
| 2026-03-31 | BUY | BIDU | 692,100 | $138.92 | $96.1M |
| 2026-03-31 | BUY | ET | 1,576,125 | $18.31 | $28.9M |
| 2026-03-31 | BUY | EWY | 2,400,000 | $128.76 | $309.0M |
| 2026-03-31 | BUY | GLW | 1,129,500 | $126.40 | $142.8M |
| 2026-03-31 | BUY | GOOG | 1,732,700 | $314.41 | $544.8M |
| 2026-03-31 | BUY | JD | 1,305,000 | $28.21 | $36.8M |
| 2026-03-31 | BUY | KWEB | 1,080,000 | $32.86 | $35.5M |
| 2026-03-31 | BUY | LHX | 198,000 | $348.85 | $69.1M |
| 2026-03-31 | BUY | LRCX | 382,500 | $222.52 | $85.1M |
| 2026-03-31 | BUY | LYFT | 2,700,000 | $15.02 | $40.5M |
| 2026-03-31 | BUY | META | 436,500 | $639.94 | $279.3M |
| 2026-03-31 | BUY | MPLX | 502,460 | $56.54 | $28.4M |
| 2026-03-31 | BUY | MSFT | 90,000 | $414.86 | $37.3M |
| 2026-03-31 | BUY | MU | 1,665,000 | $391.97 | $652.6M |
| 2026-03-31 | BUY | NRG | 1,734,442 | $157.89 | $273.9M |
| 2026-03-31 | BUY | NVDA | 1,471,500 | $183.13 | $269.5M |
| 2026-03-31 | BUY | PDD | 900,000 | $105.44 | $94.9M |
| 2026-03-31 | BUY | QCOM | 498,613 | $143.82 | $71.7M |
| 2026-03-31 | BUY | RTX | 342,000 | $199.31 | $68.2M |
| 2026-03-31 | BUY | SNDK | 281,250 | $577.55 | $162.4M |
| 2026-03-31 | BUY | TSM | 1,327,500 | $342.89 | $455.2M |
| 2026-03-31 | BUY | UBER | 6,332,720 | $76.81 | $486.4M |
| 2026-03-31 | BUY | UNH | 90,000 | $293.79 | $26.4M |
| 2026-03-31 | BUY | VST | 2,022,332 | $161.10 | $325.8M |
| 2026-03-31 | BUY | WHR | 1,950,000 | $69.54 | $135.6M |
| 2025-12-31 | SELL | AAL | 9,250,000 | $13.41 | $124.1M |
| 2025-12-31 | SELL | AMD | 950,000 | $225.96 | $214.7M |
| 2025-12-31 | SELL | AMZN | 2,500,000 | $229.14 | $572.8M |
| 2025-12-31 | SELL | BABA | 6,450,000 | $164.32 | $1.1B |
| 2025-12-31 | SELL | BIDU | 1,045,000 | $124.95 | $130.6M |
| 2025-12-31 | SELL | CFG | 600,000 | $53.60 | $32.2M |
| 2025-12-31 | SELL | CMA | 462,500 | $79.88 | $36.9M |
| 2025-12-31 | SELL | CZR | 2,100,000 | $22.00 | $46.2M |
| 2025-12-31 | SELL | DAL | 462,500 | $62.09 | $28.7M |
| 2025-12-31 | SELL | ET | 4,957,235 | $16.64 | $82.5M |
| 2025-12-31 | SELL | FISV | 925,000 | $65.86 | $60.9M |
| 2025-12-31 | SELL | FXI | 1,110,000 | $39.60 | $44.0M |
| 2025-12-31 | SELL | GLW | 1,625,000 | $86.13 | $140.0M |
| 2025-12-31 | SELL | GOOG | 1,387,500 | $288.99 | $401.0M |
| 2025-12-31 | SELL | GT | 5,140,000 | $7.73 | $39.7M |
| 2025-12-31 | SELL | IQV | 285,000 | $216.77 | $61.8M |
| 2025-12-31 | SELL | JD | 6,225,000 | $31.60 | $196.7M |
| 2025-12-31 | SELL | KEY | 2,020,000 | $18.41 | $37.2M |
| 2025-12-31 | SELL | KWEB | 7,400,000 | $38.74 | $286.6M |
| 2025-12-31 | SELL | LHX | 300,000 | $288.75 | $86.6M |
| 2025-12-31 | SELL | LRCX | 370,000 | $154.32 | $57.1M |