David Tepper - Appaloosa Management
Portfolio
$7.73 B
Positionen
27
Stichtag
2026-06-30
Quartal
Q2 2026
| AMAZON COM INC | 15.43% | Add 15.74% |
| MICRON TECHNOLOGY INC | 14.57% | Reduce 41.44% |
| TAIWAN SEMICONDUCTOR MANUFAC | 10.20% | Add 24.29% |
| ALPHABET INC | 8.46% | Add 6.77% |
| UBER TECHNOLOGIES INC | 7.19% | Add 21.50% |
| ISHARES INC | 6.34% | Add 1.04% |
| META PLATFORMS INC | 4.92% | Add 54.64% |
| VISTRA CORP | 4.55% | Add 9.54% |
| NVIDIA CORPORATION | 3.95% | Add 3.64% |
| NRG ENERGY INC | 3.33% | Add 1.47% |
| APPLE INC | 3.13% | Buy |
| ALIBABA GROUP HLDG LTD | 2.48% | Reduce 42.28% |
| BOEING CO | 2.24% | Buy |
| LAM RESEARCH CORP | 2.15% | |
| BAIDU INC | 1.92% | Add 87.11% |
| AMERICAN AIRLINES GROUP INC | 1.75% | Buy |
| ADVANCED MICRO DEVICES INC | 1.49% | Reduce 10.79% |
| COREWEAVE INC | 1.39% | Buy |
| ASML HLDG NV | 1.29% | Add 1.01% |
| BROADCOM INC | 0.73% | Buy |
| QUALCOMM INC | 0.60% | Reduce 49.86% |
| SPACE EXPLORATION TECHN CORP | 0.50% | Buy |
| ENERGY TRANSFER L P | 0.39% | |
| MPLX LP | 0.37% | |
| WHIRLPOOL CORP | 0.36% | Reduce 63.33% |
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