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AFTER HRS · 18:30 ET
Market ClerkRecap
Wed Oct 21 · after hours2 signals today106 insider buys this week · $305.5MCIRO short report next: Oct 31The week ahead
BIG MONEY · 13F AS OF 2026-06-30

Appaloosa (David Tepper)

$7.7B disclosed · 27 positions shown · vs 2026-03-31
New positions
Exited
  • SNDKwas $179M
  • CORNING INCwas $154M
  • PDDwas $92M
  • L3HARRIS TECHNOLOGIES INCwas $68M
  • RTXwas $66M
  • BALLwas $49M
  • JDwas $39M
  • LYFTwas $36M
  • MSFTwas $33M
  • KRANESHARES TRUSTwas $31M
Biggest changes
  • MU+$563M
  • TAIWAN SEMICONDUCTOR MANUFAC+$339M
  • AMZN+$292M
  • ALIBABA GROUP HLDG LTD−$243M
  • ISHARES INC+$194M
  • GOOGL+$157M
  • META+$130M
  • UBER+$100M
  • LRCX+$84M
  • WHIRLPOOL CORP−$77M

Top holdings · 2026-06-30

#TickerIssuerValueShares
1AMZNAMAZON COM INC$1.2B5,000,000
2MUMICRON TECHNOLOGY INC$1.1B975,000
3—TAIWAN SEMICONDUCTOR MANUFAC$788M1,650,000
4GOOGLALPHABET INC$654M1,850,000
5UBERUBER TECHNOLOGIES INC$555M7,694,071
6—ISHARES INC$490M2,425,000
7METAMETA PLATFORMS INC$380M675,000
8VSTVISTRA CORP$351M2,215,272
9NVDANVIDIA CORPORATION$305M1,525,000
10NRGNRG ENERGY INC$257M1,760,000
11AAPLAPPLE INC$242M835,000
12—ALIBABA GROUP HLDG LTD$192M2,000,000
13BABOEING CO$173M800,000
14LRCXLAM RESEARCH CORP$166M382,500
15BIDUBAIDU INC$148M1,295,000
16AALAMERICAN AIRLINES GROUP INC$136M7,500,000
17AMDADVANCED MICRO DEVICES INC$115M197,500
18CRWVCOREWEAVE INC$107M1,078,248
19—ASML HLDG NV$99M50,000
20AVGOBROADCOM INC$57M150,000
21—QUALCOMM INC$46M250,000
22—SPACE EXPLORATION TECHN CORP$38M225,000
23—ENERGY TRANSFER L P$30M1,576,125
24MPLXMPLX LP$28M502,460
25—WHIRLPOOL CORP$28M715,000

Republished from SEC EDGAR 13F-HR filings (US-listed holdings only, filed within 45 days of quarter end). Top 27 positions by value shown.

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