David Tepper - Appaloosa Management

History Stock Activity Share change % change to portfolio ▲
Q1  2026
≡ MPLX - MPLX LP Reduce 19.93% 125,040 0.12
≡ LRCX - Lam Research Reduce 10.00% 42,500 0.15
≡ ET - Energy Transfer LP Reduce 28.07% 615,125 0.20
≡ BIDU - Baidu Inc. Add 20.37% 117,100 0.22
≡ NRG - NRG Energy Inc. Add 5.76% 94,442 0.23
≡ LYFT - Lyft Inc. Reduce 28.95% 1,100,000 0.25
≡ GOOG - Alphabet Inc. CL C Reduce 3.03% 54,231 0.26
≡ ASML - ASML Holding NV Reduce 20.80% 13,000 0.29
≡ GT - Goodyear Tire & Rubber Sell 100.00% 2,500,000 0.32
≡ AMD - Advanced Micro Devices Reduce 31.88% 103,600 0.36
≡ BALL - Ball Corp. Reduce 30.25% 363,000 0.36
≡ DAL - Delta Air Lines Inc. Sell 100.00% 475,000 0.48
≡ UNH - United Health Group Inc. Reduce 55.00% 110,000 0.50
≡ RTX - RTX Corp. Reduce 31.60% 158,000 0.51
≡ LHX - L3Harris Technologies Inc. Reduce 32.88% 97,000 0.56
≡ FXI - Ishares China Large Cap ETF Sell 100.00% 1,087,500 0.61
≡ NVDA - NVIDIA Corp. Reduce 13.44% 228,500 0.67
≡ UAL - United Airlines Holdings Inc. Sell 100.00% 465,000 0.76
≡ IQV - IQVIA Holdings Inc. Sell 100.00% 280,000 0.92
≡ MU - Micron Technology Inc. Add 11.00% 165,000 0.94
≡ GLW - Corning Inc. Reduce 28.07% 440,700 1.01
≡ MHK - Mohawk Industries Sell 100.00% 675,000 1.08
≡ EWY - iShares MSCI South Korea ETF Add 28.00% 525,000 1.09
≡ TSM - Taiwan Semiconductor S.A. Add 17.48% 197,500 1.12
≡ QCOM - QUALCOMM Inc. Reduce 56.45% 646,387 1.40
≡ JD - JD.com Inc. Reduce 68.61% 2,852,046 1.42
≡ DB - Deutsche Bank AG Reduce 91.82% 2,892,384 1.46
≡ PDD - Pinduoduo Inc. Reduce 49.30% 875,000 1.51
≡ OC - Owens Corning Sell 100.00% 950,000 1.55
≡ META - Meta Platforms Inc. Reduce 27.25% 163,500 1.58
≡ KWEB - Kraneshares Csi China Intern Reduce 77.26% 3,670,000 1.77
≡ WHR - Whirlpool Corp. Reduce 50.13% 1,960,000 1.78
≡ MSFT - Microsoft Corp. Reduce 82.00% 410,000 2.55
≡ VST - Vistra Corp. Add 114.00% 1,077,332 2.73
≡ SNDK - SanDisk Corp. Buy 281,250 3.01
≡ AAL - American Airlines Group Inc. Sell 100.00% 14,150,000 3.17
≡ BABA - Alibaba Group Holdings Reduce 32.56% 1,672,931 3.54
≡ UBER - Uber Technologies Inc. Add 242.31% 4,482,720 5.44
≡ AMZN - Amazon.com Inc. Add 98.22% 2,140,609 7.51
Q4  2025
≡ UAL - United Airlines Holdings Inc. Add 0.54% 2,500 0.00
≡ FXI - Ishares China Large Cap ETF Reduce 2.03% 22,500 0.01
≡ DAL - Delta Air Lines Inc. Add 2.70% 12,500 0.01
≡ ASML - ASML Holding NV Reduce 2.34% 1,500 0.02
≡ IQV - IQVIA Holdings Inc. Reduce 1.75% 5,000 0.02
≡ UNH - United Health Group Inc. Reduce 1.72% 3,500 0.02
≡ LHX - L3Harris Technologies Inc. Reduce 1.67% 5,000 0.02
≡ RTX - RTX Corp. Reduce 1.86% 9,500 0.03
≡ PDD - Pinduoduo Inc. Reduce 1.39% 25,000 0.04
≡ GLW - Corning Inc. Reduce 3.37% 54,800 0.07
≡ MPLX - MPLX LP Add 17.29% 92,500 0.07
≡ LRCX - Lam Research Add 14.86% 55,000 0.14
≡ ZION - Zions Bancorp Sell 100.00% 285,000 0.22
≡ WAL - Western Alliance Bancorp Sell 100.00% 195,000 0.23
≡ QCOM - QUALCOMM Inc. Reduce 8.03% 100,000 0.25
≡ MSFT - Microsoft Corp. Add 8.11% 37,500 0.26
≡ TSM - Taiwan Semiconductor S.A. Add 6.60% 70,000 0.31
≡ GT - Goodyear Tire & Rubber Reduce 51.36% 2,640,000 0.34
≡ XYZ - Block Inc. Sell 100.00% 370,000 0.36
≡ DB - Deutsche Bank AG Reduce 16.89% 640,000 0.36
≡ CFG - Citizens Financial Group Inc. Sell 100.00% 600,000 0.43
≡ CMA - Comerica Inc. Sell 100.00% 462,500 0.43
≡ KEY - KeyCorp Sell 100.00% 2,020,000 0.51
≡ LYFT - Lyft Inc. Reduce 32.14% 1,800,000 0.51
≡ NRG - NRG Energy Inc. Reduce 12.30% 230,000 0.53
≡ NVDA - NVIDIA Corp. Reduce 10.53% 200,000 0.54
≡ ET - Energy Transfer LP Reduce 55.80% 2,765,985 0.67
≡ UBER - Uber Technologies Inc. Reduce 23.14% 556,983 0.67
≡ VST - Vistra Corp. Reduce 24.10% 300,000 0.70
≡ CZR - Caesars Entertainment Sell 100.00% 2,100,000 0.77
≡ MHK - Mohawk Industries Add 317.96% 513,500 0.82
≡ TFC - Truist Financial Corp. Sell 100.00% 1,387,500 0.86
≡ JD - JD.com Inc. Reduce 33.22% 2,067,954 0.87
≡ BIDU - Baidu Inc. Reduce 44.98% 470,000 0.90
≡ BALL - Ball Corp. Buy 1,200,000 0.93
≡ AMZN - Amazon.com Inc. Reduce 12.82% 320,609 1.08
≡ AAL - American Airlines Group Inc. Add 52.97% 4,900,000 1.10
≡ OC - Owens Corning Add 488.24% 788,500 1.29
≡ KWEB - Kraneshares Csi China Intern Reduce 35.81% 2,650,000 1.32
≡ FISV - Fiserv Inc. Sell 100.00% 925,000 1.62
≡ WHR - Whirlpool Corp. Reduce 28.91% 1,590,000 1.68
≡ GOOG - Alphabet Inc. CL C Add 28.79% 399,431 1.83
≡ AMD - Advanced Micro Devices Reduce 65.79% 625,000 1.96
≡ META - Meta Platforms Inc. Add 62.16% 230,000 2.22
≡ EWY - iShares MSCI South Korea ETF Buy 1,875,000 2.66
≡ BABA - Alibaba Group Holdings Reduce 20.34% 1,312,069 2.81
≡ MU - Micron Technology Inc. Add 200.00% 1,000,000 4.17
Q3  2025
≡ MPLX - MPLX LP Reduce 7.52% 43,500 0.03
≡ IQV - IQVIA Holdings Inc. Reduce 5.00% 15,000 0.04
≡ LRCX - Lam Research Reduce 7.50% 30,000 0.05
≡ FXI - Ishares China Large Cap ETF Add 11.00% 110,000 0.06
≡ DAL - Delta Air Lines Inc. Reduce 15.91% 87,500 0.07
≡ ASML - ASML Holding NV Reduce 8.57% 6,000 0.08
≡ DB - Deutsche Bank AG Reduce 5.25% 210,000 0.10
≡ UAL - United Airlines Holdings Inc. Reduce 15.91% 87,500 0.11
≡ TSM - Taiwan Semiconductor S.A. Add 3.41% 35,000 0.13
≡ GLW - Corning Inc. Reduce 7.14% 125,000 0.14
≡ RTX - RTX Corp. Reduce 12.91% 75,500 0.17
≡ MHK - Mohawk Industries Add 148.46% 96,500 0.17
≡ LHX - L3Harris Technologies Inc. Reduce 14.29% 50,000 0.21
≡ ZION - Zions Bancorp Buy 285,000 0.22