What David Tepper bought and sold in Q1 2026
In Q1 2026, David Tepper (Appaloosa LP) opened 1 new position — including SNDK (3.0%), added to 5, trimmed 18, exited 8 (AAL, OC, MHK). The book stood at $5.93B across 31 positions, filed May 15, 2026.
1New5Added18Trimmed8Exited
New positions (1)
Added to (5)
Trimmed (18)
- BABAAlibaba Group Holding-sp Adr-33% shares · 7.3% · $435M
- METAMeta Platforms Inc-class A-27% shares · 4.2% · $250M
- GLWCorning Inc-28% shares · 2.6% · $154M
- WHRWhirlpool Corp-50% shares · 1.8% · $105M
- PDDPdd Holdings Inc-49% shares · 1.6% · $92M
- LHXL3harris Technologies Inc-33% shares · 1.2% · $68M
- RTXRtx Corp-32% shares · 1.1% · $66M
- ASMLAsml Hldg NV-21% shares · 1.1% · $65M
- QCOMQualcomm Inc-56% shares · 1.1% · $64M
- BALLBall Corp-30% shares · 0.8% · $49M
- AMDAdvanced Micro Devices-32% shares · 0.8% · $45M
- JDJd.com Inc-adr-69% shares · 0.7% · $39M
- LYFTLyft Inc-a-29% shares · 0.6% · $36M
- MSFTMicrosoft Corp-82% shares · 0.6% · $33M
- KWEBKranesh Csi China Internet-77% shares · 0.5% · $31M
- ETEnergy Transfer LP-28% shares · 0.5% · $30M
- UNHUnitedhealth Group Inc-55% shares · 0.4% · $24M
- DBDeutsche BK AG-92% shares · 0.1% · $8M
Exited (8)
- AALAmerican Airlines Group Incwas 3.2% of book
- OCOwens Corningwas 1.6% of book
- MHKMohawk Industries Incwas 1.1% of book
- IQVIqvia Holdings Incwas 0.9% of book
- UALUnited Airlines Holdings Incwas 0.8% of book
- FXIIshares China Large-cap Etfwas 0.6% of book
- DALDelta Air Lines Incwas 0.5% of book
- GTGoodyear Tire & Rubber COwas 0.3% of book
David Tepper's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.