What David Tepper bought and sold in Q2 2026
In Q2 2026, David Tepper (Appaloosa LP) opened 6 new positions — including BA (2.3%), AAL (1.8%), CRWV (1.4%), added to 4, trimmed 4, exited 12 (SNDK, GLW, PDD). The book stood at $7.47B across 25 positions, filed Aug 14, 2026.
6New4Added4Trimmed12Exited
Decision recordAppaloosa LP cut MU by 41%. Was the sale a warning?Meaningful reduction. Low causal precision. See the lag, evidence, disagreement, and original source →New positions (6)
Added to (4)
Trimmed (4)
Exited (12)
- SNDKSandisk Corpwas 3.0% of book
- GLWCorning Incwas 2.6% of book
- PDDPdd Holdings Incwas 1.6% of book
- LHXL3harris Technologies Incwas 1.2% of book
- RTXRtx Corpwas 1.1% of book
- BALLBall Corpwas 0.8% of book
- JDJd.com Inc-adrwas 0.7% of book
- LYFTLyft Inc-awas 0.6% of book
- MSFTMicrosoft Corpwas 0.6% of book
- KWEBKranesh Csi China Internetwas 0.5% of book
- UNHUnitedhealth Group Incwas 0.4% of book
- DBDeutsche BK AGwas 0.1% 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.