David Tepper · quarter digest
What David Tepper did in Q2 2026
Appaloosa Management filed 32 moves in Q2 2026: 8 new, 7 add, 5 trim, 12 exit.
13F filed 2026-08-14. Manager quality score: q9. Philosophy: Distressed + macro. Go big when the setup is right.
New positions · 8
Fresh money
AAPLAPPLE INC
NEW·3.1% book·−21
BABOEING CO
NEW·2.2% book·−1
AALAMERICAN AIRLINES GROUP INC
NEW·1.8% book·−10
CRWVCOREWEAVE INC
NEW·1.4% book·−3
AVGOBROADCOM INC
NEW·0.7% book·−12
SPCXSPACE EXPLORATION TECHN CORP
NEW·0.5% book·0
BRK.BBERKSHIRE HATHAWAY INC DEL
NEW·0.2% book·−2
GTGOODYEAR TIRE & RUBR CO
NEW·0.1% book·−8
Adds · 7
Adding to conviction
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Remove with Pro →Trims · 5
Taking chips off
Exits · 12
Closed positions
SNDKSANDISK CORP
EXIT·0.0% book·−5
GLWCORNING INC
EXIT·0.0% book·−10
PDDPDD HOLDINGS INC
EXIT·0.0% book·−12
LHXL3HARRIS TECHNOLOGIES INC
EXIT·0.0% book·−6
RTXRTX CORPORATION
EXIT·0.0% book·−6
BALLBALL CORP
EXIT·0.0% book·−3
JDJD.COM INC
EXIT·0.0% book·+7
LYFTLYFT INC
EXIT·0.0% book·−24
MSFTMICROSOFT CORP
EXIT·0.0% book·−17
KWEBKRANESHARES TRUST
EXIT·0.0% book·−3
UNHUNITEDHEALTH GROUP INC
EXIT·0.0% book·−24
DBDEUTSCHE BK AG
EXIT·0.0% book·−7
Current top holdings
David Tepper’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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