David Tepper - Appaloosa Management – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by David Tepper - Appaloosa Management during the 2026 Q1 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 |
|---|---|---|---|---|---|---|---|
| AMZN | 4,320,000 | $208.27 | Increased | 98.22% | 15.17% | $899.73M | 2026 Q1 |
| MU | 1,665,000 | $337.84 | Increased | 11.00% | 9.49% | $562.5M | 2026 Q1 |
| UBER | 6,332,720 | $71.93 | Increased | 242.31% | 7.68% | $455.51M | 2026 Q1 |
| TSM | 1,327,500 | $337.95 | Increased | 17.48% | 7.57% | $448.63M | 2026 Q1 |
| VST | 2,022,332 | $150.33 | Increased | 114.00% | 5.13% | $304.02M | 2026 Q1 |
| EWY | 2,400,000 | $123.01 | Increased | 28.00% | 4.98% | $295.22M | 2026 Q1 |
| NRG | 1,734,442 | $146.14 | Increased | 5.76% | 4.27% | $253.47M | 2026 Q1 |
| SNDK | 281,250 | $635.34 | Buy | 100.00% | 3.01% | $178.69M | 2026 Q1 |
| BIDU | 692,100 | $111.42 | Increased | 20.37% | 1.30% | $77.11M | 2026 Q1 |
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