All institutions
Appaloosa LP
CIK 0001656456 · David Tepper · Event-driven · 4 positions · Q1 2026 vs Q4 2025 · live SEC data
Portfolio value
$1.44B
QoQ change
-1.3%
| Ticker | Shares | Value | % of portfolio | QoQ |
|---|---|---|---|---|
 AMZN | 4,320,000 | $899.73M | 62.5% | Add+98% |
 NVDA | 1,471,500 | $256.63M | 17.8% | Trim-13% |
 META | 436,500 | $249.73M | 17.3% | Trim-27% |
 MSFT | 90,000 | $33.32M | 2.3% | Trim-82% |
13F-HR holdings are reported quarterly with up to a 45-day delay and cover long US equity positions only. Not financial advice.