13F • Q2 2026 • FILED AUGUST 14, 2026

David Tepper

Appaloosa

positions

live prices

All27$7,725,383,349ETF0$0Stocks26$7,235,775,849Crypto0$0Other1$489,607,500

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AMZNAmazon.com Inc· 15.4%$1,191,700,000.00+$0.00 · +0.0%

MUMicron Technology Inc· 14.6%$1,125,432,750.00+$0.00 · +0.0%

TSMTAIWAN SEMICONDUCTOR MANUFACTURING· 10.2%$787,990,500.00+$0.00 · +0.0%

GOOGAlphabet Inc· 8.5%$653,660,500.00+$0.00 · +0.0%

UBERUber Technologies Inc· 7.2%$555,204,163.00+$0.00 · +0.0%

ISHARES INCISHARES INC· 6.3%$489,607,500.00+$0.00 · +0.0%

METAMeta Platforms Inc· 4.9%$380,220,750.00+$0.00 · +0.0%

VSTVistra Corp· 4.5%$351,408,597.00+$0.00 · +0.0%

NVDANVIDIA Corp· 3.9%$305,137,250.00+$0.00 · +0.0%

NRGNRG Energy Inc· 3.3%$257,065,600.00+$0.00 · +0.0%

AAPLApple Inc (puts)· 3.1%$241,615,600.00+$0.00 · +0.0%

BABAAlibaba Group Holding Ltd· 2.5%$191,960,000.00+$0.00 · +0.0%

BABoeing Co/The· 2.2%$173,176,000.00+$0.00 · +0.0%

LRCXLam Research Corp· 2.1%$165,748,725.00+$0.00 · +0.0%

BIDUBaidu, Inc.· 1.9%$148,005,550.00+$0.00 · +0.0%

AALAmerican Airlines Group Inc· 1.8%$135,525,000.00+$0.00 · +0.0%

AMDAdvanced Micro Devices Inc· 1.5%$114,729,725.00+$0.00 · +0.0%

CRWVCoreWeave Inc· 1.4%$107,328,806.00+$0.00 · +0.0%

ASMLASML Holding NV· 1.3%$99,472,000.00+$0.00 · +0.0%

AVGOBroadcom Inc· 0.7%$56,662,500.00+$0.00 · +0.0%

QCOMQUALCOMM Inc· 0.6%$46,197,500.00+$0.00 · +0.0%

SPCXSpace Exploration Technologies Corp· 0.5%$38,443,500.00+$0.00 · +0.0%

ETEnergy Transfer LP· 0.4%$30,135,510.00+$0.00 · +0.0%

MPLXMPLX LP· 0.4%$28,303,572.00+$0.00 · +0.0%

WHRWhirlpool Corp· 0.4%$28,185,300.00+$0.00 · +0.0%

BRK-BBerkshire Hathaway Inc (puts)· 0.2%$12,509,750.00+$0.00 · +0.0%

GTGoodyear Tire & Rubber Co/The· 0.1%$9,956,701.00+$0.00 · +0.0%

ASSET	LAST	DAY %	MKT VAL	WEIGHT	P&L	RETURN
AM AMZNAmazon.com Inc	$1.00	0.00%	$1,191,700,000.00	15.43%	+$0.00	+0.00%
MU MUMicron Technology Inc	$1.00	0.00%	$1,125,432,750.00	14.57%	+$0.00	+0.00%
TS TSMTAIWAN SEMICONDUCTOR MANUFACTURING	$1.00	0.00%	$787,990,500.00	10.20%	+$0.00	+0.00%
GO GOOGAlphabet Inc	$1.00	0.00%	$653,660,500.00	8.46%	+$0.00	+0.00%
UB UBERUber Technologies Inc	$1.00	0.00%	$555,204,163.00	7.19%	+$0.00	+0.00%
IS ISHARES INC	$1.00	0.00%	$489,607,500.00	6.34%	+$0.00	+0.00%
ME METAMeta Platforms Inc	$1.00	0.00%	$380,220,750.00	4.92%	+$0.00	+0.00%
VS VSTVistra Corp	$1.00	0.00%	$351,408,597.00	4.55%	+$0.00	+0.00%
NV NVDANVIDIA Corp	$1.00	0.00%	$305,137,250.00	3.95%	+$0.00	+0.00%
NR NRGNRG Energy Inc	$1.00	0.00%	$257,065,600.00	3.33%	+$0.00	+0.00%
AA AAPLApple Inc (puts)	$1.00	0.00%	$241,615,600.00	3.13%	+$0.00	+0.00%
BA BABAAlibaba Group Holding Ltd	$1.00	0.00%	$191,960,000.00	2.48%	+$0.00	+0.00%
BA BABoeing Co/The	$1.00	0.00%	$173,176,000.00	2.24%	+$0.00	+0.00%
LR LRCXLam Research Corp	$1.00	0.00%	$165,748,725.00	2.15%	+$0.00	+0.00%
BI BIDUBaidu, Inc.	$1.00	0.00%	$148,005,550.00	1.92%	+$0.00	+0.00%
AA AALAmerican Airlines Group Inc	$1.00	0.00%	$135,525,000.00	1.75%	+$0.00	+0.00%
AM AMDAdvanced Micro Devices Inc	$1.00	0.00%	$114,729,725.00	1.49%	+$0.00	+0.00%
CR CRWVCoreWeave Inc	$1.00	0.00%	$107,328,806.00	1.39%	+$0.00	+0.00%
AS ASMLASML Holding NV	$1.00	0.00%	$99,472,000.00	1.29%	+$0.00	+0.00%
AV AVGOBroadcom Inc	$1.00	0.00%	$56,662,500.00	0.73%	+$0.00	+0.00%
QC QCOMQUALCOMM Inc	$1.00	0.00%	$46,197,500.00	0.60%	+$0.00	+0.00%
SP SPCXSpace Exploration Technologies Corp	$1.00	0.00%	$38,443,500.00	0.50%	+$0.00	+0.00%
ET ETEnergy Transfer LP	$1.00	0.00%	$30,135,510.00	0.39%	+$0.00	+0.00%
MP MPLXMPLX LP	$1.00	0.00%	$28,303,572.00	0.37%	+$0.00	+0.00%
WH WHRWhirlpool Corp	$1.00	0.00%	$28,185,300.00	0.36%	+$0.00	+0.00%
BR BRK-BBerkshire Hathaway Inc (puts)	$1.00	0.00%	$12,509,750.00	0.16%	+$0.00	+0.00%
GT GTGoodyear Tire & Rubber Co/The	$1.00	0.00%	$9,956,701.00	0.13%	+$0.00	+0.00%

27 positions·27 in profit0 in loss

since purchase +$0.00 (+0.00%)market value $7,725,383,349.00

Source: Appaloosa LP's Form 13F for Q2 2026. A 13F lists long positions in US-listed securities only, valued at the quarter's close; cash, short sales and foreign shares are not in it. Lines without a ticker are kept as filed. Weights are shares of everything the 13F reports, options included at their underlying's value as filed, so a large put or call can outweigh every stock line.