What stocks does Appaloosa hold?

Appaloosa (David Tepper) discloses 26 positions as of 2026-06-30. Top by weight: AMZN (15.43%), MU (14.57%), TSM (10.20%), GOOGL (8.46%), UBER (7.19%).

What is Appaloosa's largest position?

AMZN (Amazon.com, Inc.) is Appaloosa's largest disclosed position at 15.43% of the portfolio - $1.2B.

When did Appaloosa last file?

Appaloosa's most recent disclosed filing is 13F-HR for period 2026-06-30 (27 positions total).

Hedge Fund

Appaloosa

David Tepper

David Tepper's fund, founded in 1993 and known for large, high-conviction bets on US large caps and on market turning points.

CIK 0001656456

Filing13F-HR

Period2026-06-30

Disclosed$7.7B

Positions27

Shown26 (98.7%)

SourceEDGAR

Teardown dossiers on these holdings

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The teardown in writing, the SEC filings in one table, peers and the level map, one read per name.

$MUMicron $UBERUber $VSTVistra $CRWVCoreWeave

Top holdings

ranked by weight

#1
AMZNAmazon.com, Inc.
15.43%
weight
$1.2Bvalue
$266.66last
#2
MUMicron Technology, Inc.
14.57%
weight
$1.1Bvalue
$778.31last
#3
TSMTaiwan Semiconductor Manufacturing Co.
10.20%
weight
$788Mvalue
$398.73last
#4
GOOGLAlphabet Inc. Class A
8.46%
weight
$654Mvalue
$295.77last
#5
UBERUber Technologies, Inc.
7.19%
weight
$555Mvalue
$69.69last
#6
EWYISHARES INC
6.34%
weight
$490Mvalue
- last
#7
METAMeta Platforms, Inc.
4.92%
weight
$380Mvalue
$641.69last
#8
VSTVistra Corp.
4.55%
weight
$351Mvalue
$133.01last
#9
NVDANVIDIA Corporation
3.95%
weight
$305Mvalue
$162.85last
#10
NRGNRG Energy, Inc.
3.33%
weight
$257Mvalue
$97.10last
#11
AAPLPUTApple Inc.
3.13%
weight
$242Mvalue
$356.27last
#12
BABAAlibaba Group Holding Limited
2.48%
weight
$192Mvalue
$94.38last
#13
BAThe Boeing Company
2.24%
weight
$173Mvalue
$171.50last
#14
LRCXLam Research Corporation
2.15%
weight
$166Mvalue
$225.92last
#15
BIDUBaidu, Inc.
1.92%
weight
$148Mvalue
$78.14last
#16
AALAmerican Airlines Group Inc.
1.75%
weight
$136Mvalue
$13.17last
#17
AMDAdvanced Micro Devices, Inc.
1.49%
weight
$115Mvalue
$534.06last
#18
CRWVCoreWeave, Inc.
1.39%
weight
$107Mvalue
$53.13last
#19
AVGOBroadcom Inc.
0.73%
weight
$57Mvalue
$347.01last
#20
QCOMQUALCOMM Incorporated
0.60%
weight
$46Mvalue
$172.47last
#21
SPCXSpaceX (Space Exploration Technologies)
0.50%
weight
$38Mvalue
$139.11last
#22
ETEnergy Transfer LP
0.39%
weight
$30Mvalue
$19.40last
#23
MPLXMPLX LP
0.37%
weight
$28Mvalue
- last
#24
WHRWHIRLPOOL CORP
0.36%
weight
$28Mvalue
- last
#25
BRKBPUTBerkshire Hathaway Inc. (Class B)
0.16%
weight
$13Mvalue
$592.94last
#26
GTGOODYEAR TIRE & RUBR CO
0.13%
weight
$10Mvalue
- last

Frequently asked questions

What stocks does Appaloosa hold?: Appaloosa (David Tepper) discloses 26 positions as of 2026-06-30. Top by weight: AMZN (15.43%), MU (14.57%), TSM (10.20%), GOOGL (8.46%), UBER (7.19%).
What is Appaloosa's largest position?: AMZN (Amazon.com, Inc.) is Appaloosa's largest disclosed position at 15.43% of the portfolio - $1.2B.
When did Appaloosa last file?: Appaloosa's most recent disclosed filing is 13F-HR for period 2026-06-30 (27 positions total).
Who is Appaloosa?: David Tepper's fund, founded in 1993 and known for large, high-conviction bets on US large caps and on market turning points.

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