David Tepper
Filer: Appaloosa LP
A distressed-debt veteran who buys when fear peaks
Born in Pittsburgh, he founded Appaloosa Management in 1993 and is known for buying the debt and shares of battered companies in a crisis. He began returning outside capital in 2019 and has run a mostly family-office operation since 2020. He also owns the NFL's Carolina Panthers.
In the latest report the top five make up 55.9%, effectively 12.1 holdings.Compare all five
Not personal wealth: US-listed holdings the institution reported to the SEC as of each quarter end.
Stats
- Born
- 1957, Pittsburgh, Pennsylvania
- Education
- Univ. of Pittsburgh; Carnegie Mellon MBA
- Firm
- Appaloosa Management (founded 1993)
- Now
- Mostly a family office (since 2020)
TriviaCarnegie Mellon's business school is named the Tepper School after his gift.Source
Defining moments
Well-known episodes, each with its source.
- Scene 1Big win
2009
Buying the banks at the bottom
In the crisis he bought battered bank stocks, including Bank of America below $3 a share. He said Appaloosa would end 2009 with a profit of roughly $7 billion.
Source: Pittsburgh Tribune-Review (2009) - Scene 2Turning point
2018
Buying an NFL team
He bought the Carolina Panthers for $2.275 billion, then a record for an NFL team, with unanimous approval from NFL owners.
Source: NFL.com (2018) - Scene 3Turning point
2019
Handing money back
He was reported to be keeping a handful of investors and returning the rest of the outside money from early 2020.
Source: CNBC (2019)
Filers this quarter: Appaloosa LP
Report summary
Reported value
$7.7B
Sum of reported values
Positions
27
Options counted separately
Top 10 weight
78.9%
Share of reported value
As of
2026-06-30
Filed 2026-08-14 · Retrieved 2026-10-01
Holdings
Largest first. Tickers link to each US stock page.
| # | Security | Shares | Value | Weight | vs prior (shares) |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 5,000,000 | $1.2B | 15.4% | Up +15.7% |
| 2 | MUMICRON TECHNOLOGY INC | 975,000 | $1.1B | 14.6% | Down -41.4% |
| 3 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,650,000 | $788.0M | 10.2% | Up +24.3% |
| 4 | GOOGALPHABET INC | 1,850,000 | $653.7M | 8.5% | Up +6.8% |
| 5 | UBERUBER TECHNOLOGIES INC | 7,694,071 | $555.2M | 7.2% | Up +21.5% |
| 6 | EWYISHARES INC | 2,425,000 | $489.6M | 6.3% | Up +1.0% |
| 7 | METAMETA PLATFORMS INC | 675,000 | $380.2M | 4.9% | Up +54.6% |
| 8 | VSTVISTRA CORP | 2,215,272 | $351.4M | 4.5% | Up +9.5% |
| 9 | NVDANVIDIA CORPORATION | 1,525,000 | $305.1M | 4.0% | Up +3.6% |
| 10 | NRGNRG ENERGY INC | 1,760,000 | $257.1M | 3.3% | Up +1.5% |
Weights are shares of the reported value. Prior share counts are restated for splits before comparing (marked split-adj.). PUT / CALL rows are options held, not short positions.
Weights (top 5 and other)
- 1. AMZN15.4%
- 2. MU14.6%
- 3. TSM10.2%
- 4. GOOG8.5%
- 5. UBER7.2%
- Other44.1%
Changes from the previous quarter
Compared with Q1 2026 (shares)
New8
Up11
- AMZNAMAZON COM INC+15.7%4,320,000→5,000,000
- TSMTAIWAN SEMICONDUCTOR MANUFAC+24.3%1,327,500→1,650,000
- GOOGALPHABET INC+6.8%1,732,700→1,850,000
- UBERUBER TECHNOLOGIES INC+21.5%6,332,720→7,694,071
- EWYISHARES INC+1.0%2,400,000→2,425,000
- METAMETA PLATFORMS INC+54.6%436,500→675,000
- VSTVISTRA CORP+9.5%2,022,332→2,215,272
- NVDANVIDIA CORPORATION+3.6%1,471,500→1,525,000
- NRGNRG ENERGY INC+1.5%1,734,442→1,760,000
- BIDUBAIDU INC+87.1%692,100→1,295,000
- ASMLASML HLDG NV+1.0%49,500→50,000
Down5
Dropped12
- SNDKSANDISK CORP281,250sh
- GLWCORNING INC1,129,500sh
- PDDPDD HOLDINGS INC900,000sh
- LHXL3HARRIS TECHNOLOGIES INC198,000sh
- RTXRTX CORPORATION342,000sh
- BLLBALL CORP837,000sh
- JDJD.COM INC1,305,000sh
- LYFTLYFT INC2,700,000sh
- MSFTMICROSOFT CORP90,000sh
- KWEBKRANESHARES TRUST1,080,000sh
- UNHUNITEDHEALTH GROUP INC90,000sh
- DBDEUTSCHE BK AG257,616sh
"New" appeared this quarter but not last; "Dropped" was reported last quarter but not this one. 13F does not show trade dates or prices, and some positions may be omitted under confidential treatment.
What moved the reported value
The change since Q1 2026, split into share-count changes and price moves.
- Total change
- +$1.8B
- From share changes
- -$338.8M
- From price moves
- +$2.1B
| Security | Change | From shares | From price |
|---|---|---|---|
MUMICRON TECHNOLOGY INC | +$562.9M | -$796.5M | +$1.4B |
TSMTAIWAN SEMICONDUCTOR MANUFAC | +$339.4M | +$154.0M | +$185.3M |
AMZNAMAZON COM INC | +$292.0M | +$162.1M | +$129.9M |
BABAALIBABA GROUP HLDG LTD | -$242.8M | -$140.6M | -$102.1M |
AAPLPUTAPPLE INC | +$241.6M | +$241.6M | $0 |
EWYISHARES INC | +$194.4M | +$5.0M | +$189.3M |
SNDKSANDISK CORP | -$178.7M | -$178.7M | $0 |
BABOEING CO | +$173.2M | +$173.2M | $0 |
GOOGALPHABET INC | +$156.6M | +$41.4M | +$115.2M |
GLWCORNING INC | -$153.6M | -$153.6M | $0 |
From shares = change in shares × this quarter's value per share; from price = prior shares × change in value per share. New positions count fully as share changes and dropped positions as negative share changes. Actual trade prices are unknown, so this is an estimate, not investment performance.
Weights over time
Latest top 5 holdings and other, stacked to 100% of each quarter's reported value.
- AMZN
- MU
- TSM
- GOOG
- UBER
- Other
Holdings missing from a quarter's report count as 0% for that quarter.
Q3 2026: Not yet due (within 45 days of quarter end) (no bar)
Shares held over time
Values from each quarter-end report. Zero means the position was not in that quarter's report.
Q3 2026: Not yet due (within 45 days of quarter end) (no bar; not zero holdings)
For price and earnings, see the AMZN page.
Sources
Form 13F filed on SEC EDGAR. As-of is the quarter end; retrieved is when Stock Club collected the filing.
| As of | Filer (CIK) | Form | Filed | Retrieved | Document |
|---|---|---|---|---|---|
| 2026-06-30 | Appaloosa LPCIK 0001656456 | 13F-HRHoldings report | 2026-08-14 | 2026-10-01 | View on EDGAR |
| 2026-03-31 | Appaloosa LPCIK 0001656456 | 13F-HRHoldings report | 2026-05-15 | 2026-10-01 | View on EDGAR |
| 2025-12-31 | Appaloosa LPCIK 0001656456 | 13F-HRHoldings report | 2026-02-17 | 2026-10-01 | View on EDGAR |
| 2025-09-30 | Appaloosa LPCIK 0001656456 | 13F-HRHoldings report | 2025-11-13 | 2026-10-01 | View on EDGAR |
| 2025-06-30 | Appaloosa LPCIK 0001656456 | 13F-HRHoldings report | 2025-08-14 | 2026-10-01 | View on EDGAR |
| 2025-03-31 | Appaloosa LPCIK 0001656456 | 13F-HRHoldings report | 2025-05-15 | 2026-10-01 | View on EDGAR |
| 2024-12-31 | Appaloosa LPCIK 0001656456 | 13F-HRHoldings report | 2025-02-10 | 2026-10-01 | View on EDGAR |
2026-09-30: Not yet due (within 45 days of quarter end)
Filers: Appaloosa LP
About 13F data
- This is not the person's entire wealth. It is the Form 13F filed with the SEC by the institution named (an asset manager or family office).
- Each report shows holdings at quarter end, not current holdings. Reports are generally filed within 45 days of quarter end; check both the as-of date and the filing date.
- It mainly covers US-listed stocks and ETFs. Cash, most bonds, non-US shares, short positions and written options are not included.
- Positions granted confidential treatment may be added later in an amended filing.
- It does not show when or at what price shares were traded, daily trading or investment returns. Quarter-to-quarter changes compare what was reported.