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Market heatmap Screener Superinvestors MSFT AAPL NVDA

Institutional portfolio research

A

Appaloosa Management

Hedge fundAppaloosa Management

Portfolio managerDavid Tepper

Performance · 2026 Q1↓ 5.04%

AUM (13F)$5.9BReported long U.S. value

# of holdings31Filed 5/15/2026

13F

Mar 2026LatestDec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024

Top Holdings

Stocks concentration

AMZNAmazon.Com Inc

MUMICRON TECHNOLOGY INC

GOOGALPHABET INC

UBERUBER TECHNOLOGIES INC

TSMTAIWAN SEMICONDUCTOR MFG LTD

ALIBABAlibaba Group Holding-S

VSTVISTRA CORP

EPPCLISHARES INC

NVDANVIDIA CORPORATION

NRGNRG ENERGY INC

METAMETA PLATFORMS INC

SNDKSandisk Corp

GLWCORNING INC

WHIRLPWHIRLPOOL CORP

PDDPDD HOLDINGS INC

LRCXLam Research Corp

BAIDUBAIDU INC

L3HARRL3Harris Technologies I

RTXRtx Corp

ASMLASML HOLDING N V

QUALCOQualcomm Inc

BALLBall Corp

AMDAdvanced Micro Devices

JD.COMJD.COM INC

LYFTLYFT INC

Ownership · 5QLatest activityEst. entryPrice · 3M

AMZN.BAAmazon.Com Inc

15.16%4.32M$900M

↑ +98.2%+2.14M shares

—Estimate pending for this holding

—

MUMICRON TECHNOLOGY INC

9.48%1.67M$563M

↑ +11.0%+165K shares

—Estimate pending for this holding

—

GOOGALPHABET INC

8.38%1.73M$497M

↓ -3.0%−54.23K shares

—Estimate pending for this holding

—

UBERUBER TECHNOLOGIES INC

7.68%6.33M$456M

↑ +242.3%+4.48M shares

—Estimate pending for this holding

—

TSMTAIWAN SEMICONDUCTOR MFG LTD

7.56%1.33M$449M

↑ +17.5%+198K shares

—Estimate pending for this holding

—

AAlibaba Group Holding-SCUSIP 01609W102

7.33%3.46M$435M

↓ -32.6%−1.67M shares

—Estimate pending for this holding

—

VSTVISTRA CORP

5.12%2.02M$304M

↑ +114.0%+1.08M shares

—Estimate pending for this holding

—

EPPCL.SNISHARES INC

4.98%2.40M$295M

↑ +28.0%+525K shares

—Estimate pending for this holding

—

NVDANVIDIA CORPORATION

4.33%1.47M$257M

↓ -13.4%−229K shares

—Estimate pending for this holding

—

NNRG ENERGY INCCUSIP 629377508

4.27%1.73M$253M

↑ +5.8%+94.44K shares

—Estimate pending for this holding

—

METAMETA PLATFORMS INC

4.21%437K$250M

↓ -27.3%−164K shares

—Estimate pending for this holding

—

SNDKSandisk Corp

3.01%281K$179M

NEW+281K shares

—Estimate pending for this holding

—

GLWCORNING INC

2.59%1.13M$154M

↓ -28.1%−441K shares

—Estimate pending for this holding

—

WWHIRLPOOL CORPCUSIP 963320106

1.77%1.95M$105M

↓ -50.1%−1.96M shares

—Estimate pending for this holding

—

PPDD HOLDINGS INCCUSIP 722304102

1.55%900K$92M

↓ -49.3%−875K shares

—Estimate pending for this holding

—

LRCXLam Research Corp

1.38%383K$81.7M

↓ -10.0%−42.50K shares

—Estimate pending for this holding

—

BBAIDU INCCUSIP 056752108

1.30%692K$77.1M

↑ +20.4%+117K shares

—Estimate pending for this holding

—

LL3Harris Technologies ICUSIP 502431109

1.15%198K$68.3M

↓ -32.9%−97K shares

—Estimate pending for this holding

—

RRtx CorpCUSIP 75513E101

1.11%342K$66M

↓ -31.6%−158K shares

—Estimate pending for this holding

—

AASML HOLDING N VCUSIP N07059210

1.10%49.50K$65.4M

↓ -20.8%−13K shares

—Estimate pending for this holding

—

QQualcomm IncCUSIP 747525103

1.08%499K$64.2M

↓ -56.5%−646K shares

—Estimate pending for this holding

—

BBall CorpCUSIP 058498106

0.83%837K$49.5M

↓ -30.3%−363K shares

—Estimate pending for this holding

—

AMDAdvanced Micro Devices

0.76%221K$45M

↓ -31.9%−104K shares

—Estimate pending for this holding

—

JJD.COM INCCUSIP 47215P106

0.65%1.30M$38.6M

↓ -68.6%−2.85M shares

—Estimate pending for this holding

—

LLYFT INCCUSIP 55087P104

0.61%2.70M$35.9M

↓ -28.9%−1.10M shares

—Estimate pending for this holding

—

MSFTMICROSOFT CORP

0.56%90K$33.3M

↓ -82.0%−410K shares

—Estimate pending for this holding

—

KKRANESHARES TRUSTCUSIP 500767306

0.52%1.08M$30.7M

↓ -77.3%−3.67M shares

—Estimate pending for this holding

—

EENERGY TRANSFER L PCUSIP 29273V100

0.51%1.58M$30.4M

↓ -28.1%−615K shares

—Estimate pending for this holding

—

MMPLX LPCUSIP 55336V100

0.48%502K$28.7M

↓ -19.9%−125K shares

—Estimate pending for this holding

—

UNHUNITEDHEALTH GROUP INC

0.41%90K$24.4M

↓ -55.0%−110K shares

—Estimate pending for this holding

—

DDEUTSCHE BANK A GCUSIP D18190898

0.13%258K$7.7M

↓ -91.8%−2.89M shares

—Estimate pending for this holding

—

Methodology13F filings report quarter-end positions, not trade fills. Estimated entry prices reconstruct rolling cost basis from share changes and Yahoo quarter-average closes. Performance is a derived prior-book return, not licensed fund NAV. Options and unresolved CUSIPs are excluded from estimates.