Fund manager
David Tepper
Appaloosa · Distressed and macro
Known for buying beaten-down assets during crises.
Top holdings
| Company | Weight | Value |
|---|---|---|
| Amazon Com Inc (AMZN) | 16.0% | $1.2B |
| Micron Technology Inc (MU) | 15.1% | $1.1B |
| Taiwan Semiconductor Manufac (TSM) | 10.5% | $788.0M |
| Alphabet Inc (GOOG) | 8.7% | $653.7M |
| Uber Technologies Inc (UBER) | 7.4% | $555.2M |
| Ishares Inc (EWY) | 6.6% | $489.6M |
| Meta Platforms Inc (META) | 5.1% | $380.2M |
| Vistra Corp (VST) | 4.7% | $351.4M |
| Nvidia Corporation (NVDA) | 4.1% | $305.1M |
| Nrg Energy Inc (NRG) | 3.4% | $257.1M |
From the Form 13F for the quarter ended 2026-06-30, filed 2026-08-14. Reported $7.5B across 25 positions.