Appaloosa Management David Tepper

Top positions activity

Value History

Quarterly report: Q3 2025

Total portfolio value: $7.4B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
BABA
Alibaba Group Holding Ltd - ADR 1.2B 15.61% 6.5M -617.3K ↓8.73%
AMZN
Amazon.com Inc. 548.9M 7.43% 2.5M -200.0K ↓7.41%
WHR
Whirlpool Corp. 432.3M 5.85% 5.5M +5.2M ↑1966.95%
NVDA
NVIDIA Corp 354.5M 4.8% 1.9M +150.0K ↑8.57%
GOOG
Alphabet Inc - Class C 337.9M 4.57% 1.4M -112.5K ↓7.50%
KWEB
Krane Shares Trust - KraneShares CSI China Internet ETF 310.9M 4.21% 7.4M +3.4M ↑85.00%
NRG
NRG Energy Inc. 302.8M 4.1% 1.9M -110.0K ↓5.56%
TSM
Taiwan Semiconductor Manufacturing - ADR 296.0M 4% 1.1M +35.0K ↑3.41%
FB
Meta Platforms Inc - Class A 271.7M 3.68% 370.0K -30.0K ↓7.50%
VST
Vistra Corp 243.9M 3.3% 1.2M -555.0K ↓30.83%
MSFT
Microsoft Corporation 239.6M 3.24% 462.5K -37.5K ↓7.50%
PDD
Pinduoduo Inc - ADR 237.9M 3.22% 1.8M -200.0K ↓10.00%
UBER
Uber Technologies Inc 235.8M 3.19% 2.4M -343.0K ↓12.47%
JD
JD.com Inc - ADR 217.8M 2.94% 6.2M -775.0K ↓11.07%
QCOM
Qualcomm, Inc. 207.1M 2.8% 1.2M +895.0K ↑255.71%
AMD
Advanced Micro Devices Inc. 153.7M 2.08% 950.0K +950.0K Newly Added
BIDU
Baidu Inc - ADR 137.7M 1.86% 1.0M +420.0K ↑67.20%
DB
Deutsche Bank AG - Registered Shares 134.2M 1.81% 3.8M -210.0K ↓5.25%
GLW
Corning, Inc. 133.3M 1.8% 1.6M -125.0K ↓7.14%
LYFT
Lyft Inc Cls A 123.3M 1.66% 5.6M -2.4M ↓30.00%
FISV
Fiserv, Inc. 119.3M 1.61% 925.0K +925.0K Newly Added
AAL
American Airlines Group Inc 104.0M 1.4% 9.2M +9.2M Newly Added
LHX
L3Harris Technologies Inc 91.6M 1.24% 300.0K -50.0K ↓14.29%
RTX
Raytheon Technologies Corporation 85.3M 1.15% 509.5K -75.5K ↓12.91%
ET
Energy Transfer LP - Unit 85.1M 1.15% 5.0M =
MU
Micron Technology Inc. 83.7M 1.13% 500.0K -325.0K ↓39.39%
UNH
Unitedhealth Group Inc 70.3M 0.95% 203.5K -2.2M ↓91.69%
TFC
Truist Financial Corporation 63.4M 0.85% 1.4M +1.4M Newly Added
ASML
ASML Holding NV - New York Shares 62.0M 0.83% 64.0K -6.0K ↓8.57%
CZR
Caesars Entertainment Inc 56.8M 0.76% 2.1M =
IQV
IQVIA Holdings Inc 54.1M 0.73% 285.0K -15.0K ↓5.00%
LRCX
Lam Research Corp. 49.5M 0.67% 370.0K -30.0K ↓7.50%
FXI
BlackRock Institutional Trust Company N.A. - iShares China Large-Cap ETF 45.7M 0.61% 1.1M +110.0K ↑11.00%
UAL
United Airlines Holdings Inc 44.6M 0.6% 462.5K -87.5K ↓15.91%
GT
Goodyear Tire & Rubber Co. 38.4M 0.52% 5.1M +4.3M ↑496.44%
KEY
Keycorp 37.8M 0.51% 2.0M +2.0M Newly Added
Sold Out Positions
TICKER CORP NAME VALUE($) SHARES +/- SHARES
INTC
Intel Corp. 179.2M 2.77% 8.0M Sold Out
SQ
Block Inc - Class A 43.6M 0.67% 641.8K Sold Out
ORCL
Oracle Corp. 32.8M 0.5% 150.0K Sold Out