---
title: Tepper (Appaloosa LP) — 13F holdings
canonical: https://sweetvaluelab.com/investors/tepper
cik: 0001656456
quarter: 2026-06-30
filed: 2026-08-14
---
# Tepper — Appaloosa LP

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 27 positions worth $7.7B. Against the quarter ended Mar 31, 2026: 8 bought, 11 added to, 3 unchanged, 5 reduced, 12 sold. The top five are 56% of the portfolio, the top ten 79%; 18 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| AMZN | AMAZON COM INC | 5,000,000 | $1.2B | 15.4% | added (+16%) |
| MU | MICRON TECHNOLOGY INC | 975,000 | $1.1B | 14.6% | reduced (-41%) |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1,650,000 | $788.0M | 10.2% | added (+24%) |
| GOOG | ALPHABET INC | 1,850,000 | $653.7M | 8.5% | added (+7%) |
| UBER | UBER TECHNOLOGIES INC | 7,694,071 | $555.2M | 7.2% | added (+21%) |
| EWY | ISHARES INC | 2,425,000 | $489.6M | 6.3% | added (+1%) |
| META | META PLATFORMS INC | 675,000 | $380.2M | 4.9% | added (+55%) |
| VST | VISTRA CORP | 2,215,272 | $351.4M | 4.5% | added (+10%) |
| NVDA | NVIDIA CORPORATION | 1,525,000 | $305.1M | 3.9% | added (+4%) |
| NRG | NRG ENERGY INC | 1,760,000 | $257.1M | 3.3% | added (+1%) |
| AAPL | APPLE INC | 835,000 | $241.6M | 3.1% | bought |
| BABA | ALIBABA GROUP HLDG LTD | 2,000,000 | $192.0M | 2.5% | reduced (-42%) |
| BA | BOEING CO | 800,000 | $173.2M | 2.2% | bought |
| LRCX | LAM RESEARCH CORP | 382,500 | $165.7M | 2.1% | held (0%) |
| BIDU | BAIDU INC | 1,295,000 | $148.0M | 1.9% | added (+87%) |
| AAL | AMERICAN AIRLINES GROUP INC | 7,500,000 | $135.5M | 1.8% | bought |
| AMD | ADVANCED MICRO DEVICES INC | 197,500 | $114.7M | 1.5% | reduced (-11%) |
| CRWV | COREWEAVE INC | 1,078,248 | $107.3M | 1.4% | bought |
| ASML | ASML HLDG NV | 50,000 | $99.5M | 1.3% | added (+1%) |
| AVGO | BROADCOM INC | 150,000 | $56.7M | 0.7% | bought |
| QCOM | QUALCOMM INC | 250,000 | $46.2M | 0.6% | reduced (-50%) |
| SPCX | SPACE EXPLORATION TECHN CORP | 225,000 | $38.4M | 0.5% | bought |
| ET | ENERGY TRANSFER L P | 1,576,125 | $30.1M | 0.4% | held (0%) |
| MPLX | MPLX LP | 502,460 | $28.3M | 0.4% | held (0%) |
| WHR | WHIRLPOOL CORP | 715,000 | $28.2M | 0.4% | reduced (-63%) |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 25,000 | $12.5M | 0.2% | bought |
| GT | GOODYEAR TIRE & RUBR CO | 1,508,591 | $10.0M | 0.1% | bought |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| MU | MICRON TECHNOLOGY INC | 975,000 | 1,665,000 | reduced (-41%) | −$796.5M | $1.1B |
| AAPL | APPLE INC | 835,000 | 0 | bought | +$241.6M | $241.6M |
| SNDK | SANDISK CORP | 0 | 281,250 | sold | −$178.7M | $0 |
| BA | BOEING CO | 800,000 | 0 | bought | +$173.2M | $173.2M |
| AMZN | AMAZON COM INC | 5,000,000 | 4,320,000 | added (+16%) | +$162.1M | $1.2B |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1,650,000 | 1,327,500 | added (+24%) | +$154.0M | $788.0M |
| GLW | CORNING INC | 0 | 1,129,500 | sold | −$153.6M | $0 |

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Source: https://sweetvaluelab.com/investors/tepper (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.