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Tepper — 13F History

Appaloosa LPCIK 0001656456Form 13F-HR on EDGAR
Portfolio value$7.7B
Positions27
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q2 2013: what Tepper bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$7.7B · 25 stocks · filed Aug 14, 2026
6 bought11 added5 reduced12 sold
Q1 2026$5.9B · 31 stocks · filed May 15, 2026
1 bought8 added22 reduced8 sold
Q4 2025$6.9B · 38 stocks · filed Feb 17, 2026
2 bought12 added24 reduced9 sold
Q3 2025$7.4B · 45 stocks · filed Nov 13, 2025
10 bought9 added24 reduced3 sold
reduced −92% UNHadded +1967% WHRsold INTCbought AMDadded +256% QCOMadded +85% KWEB
Q2 2025$6.4B · 38 stocks · filed Aug 14, 2025
8 bought9 added16 reduced5 sold
added +1300% UNHreduced −54% PDDreduced −23% BABAadded +483% NVDAbought INTCadded +280% TSM
Q1 2025$8.4B · 35 stocks · filed May 15, 2025
4 bought8 added21 reduced6 sold
reduced −22% BABAreduced −47% MSFTsold AMDadded +113% UBERreduced −18% PDDreduced −23% JD
Q4 2024$6.5B · 37 stocks · filed Feb 10, 2025
2 bought16 added13 reduced3 sold
Q3 2024$6.7B · 38 stocks · filed Nov 14, 2024
4 bought4 added28 reduced3 sold
Q2 2024$6.2B · 37 stocks · filed Aug 14, 2024
0 bought9 added26 reduced1 sold
Q1 2024$6.8B · 38 stocks · filed May 15, 2024
6 bought6 added13 reduced7 sold
Q4 2023$5.8B · 39 stocks · filed Feb 14, 2024
10 bought6 added14 reduced3 sold
Q3 2023$5.1B · 32 stocks · filed Nov 14, 2023
1 bought8 added7 reduced8 sold

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.