Appaloosa Management

David Tepper

Quarantined — A newer filing is withheld because it did not pass publication checks; the latest verified quarter remains public.

Latest publishable portfolio

Report period Q1 2026; SEC filed May 15, 2026. 41 public filings available.

Largest reported positions

AMAZON COM INC — reported value $899726400
MICRON TECHNOLOGY INC — reported value $562503600
ALPHABET INC — reported value $497042322
UBER TECHNOLOGIES INC — reported value $455512550
TAIWAN SEMICONDUCTOR MANUFAC — reported value $448628625
ALIBABA GROUP HLDG LTD — reported value $434718900
VISTRA CORP — reported value $304017170
ISHARES INC — reported value $295224000
NVIDIA CORPORATION — reported value $256629600
NRG ENERGY INC — reported value $253471354