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David Tepper · quarter digest

What David Tepper did in Q2 2026

Appaloosa Management filed 20 moves in Q2 2026: 3 new, 7 add, 4 trim, 6 exit.

13F filed 2026-08-14. Manager quality score: q9. Philosophy: Distressed + macro. Go big when the setup is right.

← Q1 2026Q2 2026 · fleet digest(archive end) →
New positions · 3

Fresh money

AAPLAPPLE INC
NEW·3.1% book·−20
BNBROADCOM INC
NEW·0.7% book·+11
BRK.BBERKSHIRE HATHAWAY INC DEL
NEW·0.2% book·−1
Adds · 7

Adding to conviction

AMZNAMAZON COM INC
ADD +16%·15.4% book·−6
TSMTAIWAN SEMICONDUCTOR MANUFAC
ADD +24%·10.2% book·−2
GOOGALPHABET INC
ADD +7%·8.5% book·+2
UBERUBER TECHNOLOGIES INC
ADD +21%·7.2% book·+17
METAMETA PLATFORMS INC
ADD +55%·4.9% book·+3
VSTVISTRA CORP
ADD +10%·4.5% book·+1
BAIDUBAIDU INC
ADD +87%·1.9% book·+4
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Trims · 4

Taking chips off

MUMICRON TECHNOLOGY INC
TRIM -41%·14.6% book·+22
BABAALIBABA GROUP HLDG LTD
TRIM -42%·2.5% book·+26
AMDADVANCED MICRO DEVICES INC
TRIM -11%·1.5% book·−23
QCOMQUALCOMM INC
TRIM -50%·0.6% book·−11
Exits · 6

Closed positions

PDDPDD HOLDINGS INC
EXIT·0.0% book·−17
BALLBALL CORP
EXIT·0.0% book·−3
JDJD.COM INC
EXIT·0.0% book·+7
LYFTLYFT INC
EXIT·0.0% book·−23
MSFTMICROSOFT CORP
EXIT·0.0% book·−11
UNHUNITEDHEALTH GROUP INC
EXIT·0.0% book·−24
Current top holdings

David Tepper’s book, latest snapshot

#TickerWeight
1NVDA
NVIDIA
10.2%
2META
Meta Platforms
9.1%
3GOOGL
Alphabet Class A
7.8%
4AMZN
Amazon
6.4%
5MSFT
Microsoft
5.9%
6BABA
Alibaba
5.4%
7UBER
Uber
4.1%
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Other quarters for David Tepper
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.