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Appaloosa Management Portfolio 2026-Q2 — Top 13F Holdings | Fund Consensus
Funds
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Appaloosa Management
Appaloosa Management
Managed by David Tepper
Portfolio Value:
$7.7B
Holdings:
0
Quarter:
2026-Q2
Current cycle
— Q2 2026 • ended Jun 30, 2026 • 13F due ~Aug 14 • 73d old • 14/16 funds filed • latest filing Aug 14 • prices as of 7:21 PM ET
Holdings
Activity
Buys
Sells
History
Verify on SEC EDGAR →
2024-Q2
Reduce
BABA
ALIBABA GROUP HLDG LTD
-750,000 shares
(-6.7%)
· ~$77.83 avg
Reduce
AMZN
AMAZON COM INC
-353,000 shares
(-9.2%)
· ~$183.85 avg
Reduce
MSFT
MICROSOFT CORP
-218,644 shares
(-15.6%)
· ~$421.21 avg
Reduce
FB
META PLATFORMS INC
-187,500 shares
(-16.7%)
Reduce
GOOG
ALPHABET INC
-150,000 shares
(-7.2%)
· ~$169.84 avg
Reduce
ORCL
ORACLE CORP
-300,000 shares
(-13.0%)
· ~$127.14 avg
Reduce
PDD
PDD HOLDINGS INC
-160,000 shares
(-7.6%)
· ~$138.09 avg
Reduce
AMD
ADVANCED MICRO DEVICES INC
-260,000 shares
(-16.0%)
· ~$161.31 avg
Add
ADBE
ADOBE INC
+10,000 shares
(+2.9%)
· ~$487.46 avg
Add
FXI
ISHARES TR
+565,000 shares
(+8.9%)
· ~$26.28 avg
Reduce
QCOM
QUALCOMM INC
-150,000 shares
(-15.2%)
· ~$192.98 avg
Reduce
FDX
FEDEX CORP
-50,000 shares
(-8.3%)
· ~$215.17 avg
Reduce
MU
MICRON TECHNOLOGY INC
-40,000 shares
(-3.3%)
· ~$127.64 avg
Reduce
BIDU
BAIDU INC
-135,000 shares
(-7.5%)
· ~$101.47 avg
Reduce
ET
ENERGY TRANSFER L P
-940,000 shares
(-10.9%)
· ~$15.70 avg
Add
KWEB
KRANESHARES TRUST
+1,015,000 shares
(+29.2%)
· ~$28.89 avg
Reduce
LRCX
LAM RESEARCH CORP
-6,000 shares
(-5.2%)
· ~$95.77 avg
Add
LYFT
LYFT INC
+7,493,639 shares
(+1602.5%)
· ~$16.23 avg
Add
JD
JD.COM INC
+660,737 shares
(+18.1%)
· ~$29.89 avg
Add
UBER
UBER TECHNOLOGIES INC
+140,000 shares
(+10.3%)
· ~$69.28 avg
Reduce
UNH
UNITEDHEALTH GROUP INC
-15,000 shares
(-7.5%)
· ~$486.71 avg
Add
ASML
ASML HLDG NV
+7,500 shares
(+9.4%)
· ~$959.98 avg
Reduce
CZR
Caesars Entertainment, Inc.
-100,000 shares
(-4.3%)
· ~$37.03 avg
Reduce
INTC
INTEL CORP
-970,000 shares
(-25.9%)
· ~$32.96 avg
Add
NVDA
NVIDIA CORPORATION
+248,000 shares
(+56.1%)
· ~$100.30 avg
Add
UPS
UNITED PARCEL SVCS INC
+5,000 shares
(+0.8%)
· ~$142.53 avg
Reduce
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-40,000 shares
(-8.0%)
· ~$152.19 avg
Reduce
EQT
EQT CORP
-155,000 shares
(-7.5%)
· ~$39.15 avg
Reduce
AR
ANTERO RESOURCES CORP
-150,000 shares
(-7.5%)
· ~$32.59 avg
Reduce
BA
BOEING CO
-15,000 shares
(-6.7%)
· ~$177.00 avg
Reduce
SWN
SOUTHWESTRERN ENERGY CO
-360,000 shares
(-7.5%)
Add
BEKE
KE HLDGS INC
+380,000 shares
(+22.3%)
· ~$15.93 avg
Reduce
MPLX
MPLX LP
-48,500 shares
(-7.3%)
· ~$41.06 avg
Reduce
M
MACYS INC
-135,000 shares
(-9.6%)
· ~$19.16 avg
Reduce
EXE
EXPAND ENERGY CORP
-15,000 shares
(-7.4%)
· ~$88.09 avg
Sold
NSC
NORFOLK SOUTHN CORP
-45,000 shares (closed)
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