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Appaloosa

Дэвид Теппер

13F AUM 7.73 B $
positions 27
filed August 14, 2026
AMZN · 15.4% AMZN 15.4% MU · 14.6% MU 14.6% TSM · 10.2% TSM 10.2% GOOG · 8.5% GOOG 8.5% UBER · 7.2% UBER 7.2% EWY · 6.3% EWY 6.3% META · 4.9% META 4.9% VST · 4.5% VST 4.5% NVDA · 3.9% NVDA 3.9% NRG · 3.3% NRG AAPL · 3.1% AAPL BABA · 2.5% BABA BA · 2.2% BA LRCX · 2.1% LRCX BIDU · 1.9% BIDU AAL · 1.8% AAL AMD · 1.5% AMD CRWV · 1.4% CRWV ASML · 1.3% ASML AVGO · 0.73% AVGO QCOM · 0.6% QCOM SPCX · 0.5% SPCX ET · 0.39% ET MPLX · 0.37% WHR · 0.36% WHR BRK.B · 0.16% GT · 0.13%

Small cells: MPLX 0.37%, BRK.B 0.16%, GT 0.13%.

added new trimmed unchanged