StockDuty ← Dashboard Aug 15, 2026 02:39 AM ET
SignalCorporate

📊 Tepper 13F — APPALOOSA LP: $7.7B portfolio, 27 positions (Q2 2026)

1. AMZN — $1.2B (15.4%) 2. MU — $1.1B (14.6%) 3. TSM — $788M (10.2%) 4. GOOG — $654M (8.5%) 5. UBER — $555M (7.2%) 6. EWY — $490M (6.3%) 7. META — $380M (4.9%) 8. VST — $351M (4.5%) 9. NVDA — $305M (3.9%) 10. NRG — $257M (3.3%) 11. AAPL — $242M (3.1%) 12. BABA — $192M (2.5%) 13. BA — $173M (2.2%) 14. LRCX — $166M (2.1%) 15. BIDU — $148M (1.9%) 16. AAL — $136M (1.8%) 17. AMD — $115M (1.5%) 18. CRWV — $107M (1.4%) 19. ASML HLDG NV — $99M (1.3%) 20. AVGO — $57M (0.7%) … (+7 more)
1. AMZN — $1.2B (15.4%)
Sources