https://holdlens.com/investor/david-tepper Every 13F move by David Tepper (Appaloosa Management) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Tue, 19 May 2026 21:00:43 GMT https://holdlens.com/signal/AMZN https://holdlens.com/investor/david-tepper#2026-Q1-AMZN-add-0 David Tepper (Appaloosa Management) added AMZN (AMAZON COM INC) in Q1 2026 · 15.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/UBER https://holdlens.com/investor/david-tepper#2026-Q1-UBER-add-1 David Tepper (Appaloosa Management) added UBER (UBER TECHNOLOGIES INC) in Q1 2026 · 7.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/TSM https://holdlens.com/investor/david-tepper#2026-Q1-TSM-add-2 David Tepper (Appaloosa Management) added TSM (TAIWAN SEMICONDUCTOR MANUFAC) in Q1 2026 · 7.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/BABA https://holdlens.com/investor/david-tepper#2026-Q1-BABA-trim-3 David Tepper (Appaloosa Management) trimmed BABA (ALIBABA GROUP HLDG LTD) in Q1 2026 · 7.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/VST https://holdlens.com/investor/david-tepper#2026-Q1-VST-add-4 David Tepper (Appaloosa Management) added VST (VISTRA CORP) in Q1 2026 · 5.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/NRG https://holdlens.com/investor/david-tepper#2026-Q1-NRG-add-5 David Tepper (Appaloosa Management) added NRG (NRG ENERGY INC) in Q1 2026 · 4.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/NVDA https://holdlens.com/investor/david-tepper#2026-Q1-NVDA-trim-6 David Tepper (Appaloosa Management) trimmed NVDA (NVIDIA CORPORATION) in Q1 2026 · 4.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/META https://holdlens.com/investor/david-tepper#2026-Q1-META-trim-7 David Tepper (Appaloosa Management) trimmed META (META PLATFORMS INC) in Q1 2026 · 4.2% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/PDD https://holdlens.com/investor/david-tepper#2026-Q1-PDD-trim-8 David Tepper (Appaloosa Management) trimmed PDD (PDD HOLDINGS INC) in Q1 2026 · 1.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/LRCX https://holdlens.com/investor/david-tepper#2026-Q1-LRCX-trim-9 David Tepper (Appaloosa Management) trimmed LRCX (LAM RESEARCH CORP) in Q1 2026 · 1.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/BAIDU https://holdlens.com/investor/david-tepper#2026-Q1-BAIDU-add-10 David Tepper (Appaloosa Management) added BAIDU (BAIDU INC) in Q1 2026 · 1.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/ASML https://holdlens.com/investor/david-tepper#2026-Q1-ASML-trim-11 David Tepper (Appaloosa Management) trimmed ASML (ASML HLDG NV) in Q1 2026 · 1.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/QCOM https://holdlens.com/investor/david-tepper#2026-Q1-QCOM-trim-12 David Tepper (Appaloosa Management) trimmed QCOM (QUALCOMM INC) in Q1 2026 · 1.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/AMD https://holdlens.com/investor/david-tepper#2026-Q1-AMD-trim-13 David Tepper (Appaloosa Management) trimmed AMD (ADVANCED MICRO DEVICES INC) in Q1 2026 · 0.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/BALL https://holdlens.com/investor/david-tepper#2026-Q1-BALL-trim-14 David Tepper (Appaloosa Management) trimmed BALL (BALL CORP) in Q1 2026 · 0.8% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/JD https://holdlens.com/investor/david-tepper#2026-Q1-JD-trim-15 David Tepper (Appaloosa Management) trimmed JD (JD.COM INC) in Q1 2026 · 0.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/LYFT https://holdlens.com/investor/david-tepper#2026-Q1-LYFT-trim-16 David Tepper (Appaloosa Management) trimmed LYFT (LYFT INC) in Q1 2026 · 0.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/david-tepper#2026-Q1-MSFT-trim-17 David Tepper (Appaloosa Management) trimmed MSFT (MICROSOFT CORP) in Q1 2026 · 0.6% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/MPLX https://holdlens.com/investor/david-tepper#2026-Q1-MPLX-trim-18 David Tepper (Appaloosa Management) trimmed MPLX (MPLX LP) in Q1 2026 · 0.5% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/UNH https://holdlens.com/investor/david-tepper#2026-Q1-UNH-trim-19 David Tepper (Appaloosa Management) trimmed UNH (UNITEDHEALTH GROUP INC) in Q1 2026 · 0.4% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/IQV https://holdlens.com/investor/david-tepper#2026-Q1-IQV-exit-20 David Tepper (Appaloosa Management) exited IQV (IQVIA HLDGS INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/IVV https://holdlens.com/investor/david-tepper#2026-Q1-IVV-exit-21 David Tepper (Appaloosa Management) exited IVV (ISHARES TR) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/DAL https://holdlens.com/investor/david-tepper#2026-Q1-DAL-exit-22 David Tepper (Appaloosa Management) exited DAL (DELTA AIR LINES INC DEL) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/NVDA https://holdlens.com/investor/david-tepper#2025-Q4-NVDA-add-23 David Tepper (Appaloosa Management) added NVDA in Q4 2025 · 10.2% of portfolio. Doubling down on AI infrastructure. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/UBER https://holdlens.com/investor/david-tepper#2025-Q4-UBER-new-24 David Tepper (Appaloosa Management) new position UBER in Q4 2025 · 4.1% of portfolio. New Uber position — AV optionality thesis. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/BABA https://holdlens.com/investor/david-tepper#2025-Q4-BABA-add-25 David Tepper (Appaloosa Management) added BABA in Q4 2025 · 5.4% of portfolio. Adding to China contrarian bet. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/david-tepper#2025-Q4-META-trim-26 David Tepper (Appaloosa Management) trimmed META in Q4 2025 · 9.1% of portfolio. Small META profit-take. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/GOOG https://holdlens.com/investor/david-tepper#2025-Q4-GOOG-add-27 David Tepper (Appaloosa Management) added GOOG (ALPHABET INC) in Q4 2025 · 8.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/AMZN https://holdlens.com/investor/david-tepper#2025-Q4-AMZN-trim-28 David Tepper (Appaloosa Management) trimmed AMZN (AMAZON COM INC) in Q4 2025 · 7.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MU https://holdlens.com/investor/david-tepper#2025-Q4-MU-add-29 David Tepper (Appaloosa Management) added MU (MICRON TECHNOLOGY INC) in Q4 2025 · 7.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TSM https://holdlens.com/investor/david-tepper#2025-Q4-TSM-add-30 David Tepper (Appaloosa Management) added TSM (TAIWAN SEMICONDUCTOR MFG LTD) in Q4 2025 · 5.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/NRG https://holdlens.com/investor/david-tepper#2025-Q4-NRG-trim-31 David Tepper (Appaloosa Management) trimmed NRG (NRG ENERGY INC) in Q4 2025 · 3.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MSFT https://holdlens.com/investor/david-tepper#2025-Q4-MSFT-add-32 David Tepper (Appaloosa Management) added MSFT (MICROSOFT CORP) in Q4 2025 · 3.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/QCOM https://holdlens.com/investor/david-tepper#2025-Q4-QCOM-trim-33 David Tepper (Appaloosa Management) trimmed QCOM (QUALCOMM INC) in Q4 2025 · 2.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/VST https://holdlens.com/investor/david-tepper#2025-Q4-VST-trim-34 David Tepper (Appaloosa Management) trimmed VST (VISTRA CORP) in Q4 2025 · 2.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/JD https://holdlens.com/investor/david-tepper#2025-Q4-JD-trim-35 David Tepper (Appaloosa Management) trimmed JD (JD.COM INC) in Q4 2025 · 1.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/BAIDU https://holdlens.com/investor/david-tepper#2025-Q4-BAIDU-trim-36 David Tepper (Appaloosa Management) trimmed BAIDU (BAIDU INC) in Q4 2025 · 1.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/LRCX https://holdlens.com/investor/david-tepper#2025-Q4-LRCX-add-37 David Tepper (Appaloosa Management) added LRCX (LAM RESEARCH CORP) in Q4 2025 · 1.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/LYFT https://holdlens.com/investor/david-tepper#2025-Q4-LYFT-trim-38 David Tepper (Appaloosa Management) trimmed LYFT (LYFT INC) in Q4 2025 · 1.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/AMD https://holdlens.com/investor/david-tepper#2025-Q4-AMD-trim-39 David Tepper (Appaloosa Management) trimmed AMD (ADVANCED MICRO DEVICES INC) in Q4 2025 · 1.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim