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David Tepper
Portfolio: Top Holdings & Stock Picks

Appaloosa Lp

Contrarian Investing Special Situations / Event-Driven

David Tepper (Appaloosa Lp) disclosed 45 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $7.38 B billion and a turnover rate of 20.9%.

Portfolio Value
$7.38 B
Total Holdings
45
Latest Filing
Q3 2025
Nov 13, 2025
Turnover Rate
20.86%

David Tepper Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
6.45 M $1.15 B 15.61% 3.3 Years -8.73%
2.5 M $548.92 M 7.43% 6.5 Years -7.41%
WHR
5.5 M $432.3 M 5.85% 0.25 Years +1966.95%
1.9 M $354.5 M 4.80% 2.5 Years +8.57%
1.39 M $337.93 M 4.58% 9.7 Years -7.50%
7.4 M $310.87 M 4.21% 1.5 Years +85.00%
NRG
1.87 M $302.85 M 4.10% 1 Years -5.56%
TSM
1.06 M $296.05 M 4.01% 2.3 Years +3.41%
370,000 $271.72 M 3.68% 9 Years -7.50%
VST
1.24 M $243.92 M 3.30% 1 Years -30.83%

Recent Moves

Significant New Position
+950,000 Shares | +$153.7 M Value
Continues to build a major stake in the Technology sector
Q3 2025
Added to Core Holding
+5.23 M Shares | +$411.39 M Value
Largest position increase in Consumer Discretionary sector
Q3 2025
Reduced Exposure to Position
-2.25 M Shares | -$775.72 M Value
Significant reduction in holdings of Healthcare
Q3 2025
Complete Exit
-8 M Shares | -$179.2 M Value
Cleared INTC, sector remains in portfolio
Q3 2025

David Tepper's Historical Top Holdings Breakdown

Portfolio Date:

David Tepper Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
UNH
09/30/2025 Reduce -91.7% 203,500 -2.25 M $775.72 M
WHR
09/30/2025 Add 1967.0% 5.5 M 5.23 M $411.39 M
09/30/2025 Sold Out 8 M -8 M $179.2 M
AMD
09/30/2025 New Buy 950,000 950,000 $153.7 M
09/30/2025 Add 255.7% 1.24 M 895,000 $148.89 M
09/30/2025 Add 85.0% 7.4 M 3.4 M $142.83 M
FI
09/30/2025 New Buy 925,000 925,000 $119.26 M
09/30/2025 Reduce -8.7% 6.45 M -617,271 $110.32 M
VST
09/30/2025 Reduce -30.8% 1.24 M -555,000 $108.74 M
AAL
09/30/2025 New Buy 9.25 M 9.25 M $103.97 M

David Tepper's Sector Breakdowns

Portfolio Date:

About David Tepper

David Tepper is an American billionaire hedge fund manager and the founder of Appaloosa Management. He is widely regarded as one of the greatest investors of his generation, renowned for his expertise in distressed investing. Before founding Appaloosa, he was the head of the high-yield bond trading desk at Goldman Sachs. He is also the owner of the Carolina Panthers of the NFL.

Frequently Asked Questions

As of 2025-09-30, David Tepper holds 45 stocks. Top positions include BABA, AMZN, WHR, NVDA, GOOG. For full portfolio details, please visit David Tepper’s portfolio.

In Q3 2025, David Tepper’s largest purchase by dollar amount was AMD. For complete transaction details, please visit David Tepper’s portfolio.

According to the 13F filing for Q3 2025, David Tepper increased their stake in WHR.

David Tepper’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.