David TepperMichael L Palmer
Appaloosa Lp
Assets Managed
$5.933B
Holdings
31
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-14.31%(2Q avg: -10.26%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Appaloosa Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.
Assets under management
The assets under management (AUM) of Appaloosa Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.933B in assets, with a quarterly growth rate of -14.31% and a 2-quarter average growth rate of -10.26%. The portfolio is managed by David Tepper, Michael L Palmer, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AMZN Amazon.com Inc
| 15.17% | $899.726M 4.32M shares@ $208.27 avg price | Increased 98.23% |
MU Micron Technology Inc
| 9.49% | $562.504M 1.665M shares@ $337.84 avg price | Decreased -4.85% |
GOOG Alphabet Inc-cl C
| 8.38% | $497.042M 1.733M shares@ $286.86 avg price | Decreased -3.03% |
UBER Uber Technologies Inc
| 7.68% | $455.513M 6.333M shares@ $71.94 avg price | Increased 242.31% |
TSM Taiwan Semiconductor-sp Adr
| 7.57% | $448.629M 1.328M shares@ $337.95 avg price | Increased 17.48% |
BABA Alibaba Group Holding-sp Adr
| 7.33% | $434.719M 3.465M shares@ $125.46 avg price | Decreased -32.56% |
VST Vistra Corp
| 5.13% | $304.017M 2.022M shares@ $150.34 avg price | Increased 114.01% |
EWY Ishares Msci South Korea Etf
| 4.98% | $295.224M 2.4M shares@ $123.01 avg price | Increased 28.01% |
NVDA Nvidia Corp
| 4.33% | $256.63M 1.472M shares@ $174.4 avg price | Decreased -13.44% |
NRG Nrg Energy Inc
| 4.28% | $253.471M 1.734M shares@ $146.15 avg price | Increased 5.76% |
1-10 of 31