David Tepper - Appaloosa Management – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by David Tepper - Appaloosa Management during the 2025 Q4 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| GOOG | 1,786,931 | $313.8 | Increased | 28.79% | 8.19% | $560.74M | 2025 Q4 |
| MU | 1,500,000 | $285.41 | Increased | 200.00% | 6.25% | $428.12M | 2025 Q4 |
| META | 600,000 | $660.09 | Increased | 62.16% | 5.78% | $396.05M | 2025 Q4 |
| TSM | 1,130,000 | $303.89 | Increased | 6.60% | 5.01% | $343.4M | 2025 Q4 |
| MSFT | 500,000 | $483.62 | Increased | 8.11% | 3.53% | $241.81M | 2025 Q4 |
| AAL | 14,150,000 | $15.33 | Increased | 52.97% | 3.17% | $216.92M | 2025 Q4 |
| EWY | 1,875,000 | $97.22 | Buy | 100.00% | 2.66% | $182.29M | 2025 Q4 |
| OC | 950,000 | $111.91 | Increased | 488.24% | 1.55% | $106.31M | 2025 Q4 |
| MHK | 675,000 | $109.3 | Increased | 317.96% | 1.08% | $73.78M | 2025 Q4 |
| LRCX | 425,000 | $171.18 | Increased | 14.86% | 1.06% | $72.75M | 2025 Q4 |
| BALL | 1,200,000 | $52.97 | Buy | 100.00% | 0.93% | $63.56M | 2025 Q4 |
| UAL | 465,000 | $111.82 | Increased | 0.54% | 0.76% | $52M | 2025 Q4 |
| MPLX | 627,500 | $53.37 | Increased | 17.29% | 0.49% | $33.49M | 2025 Q4 |
| DAL | 475,000 | $69.4 | Increased | 2.70% | 0.48% | $32.97M | 2025 Q4 |
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