Historical portfolio replay
David Tepper / Appaloosa snapshot: 1 month replay
A normalized view of Appaloosa LP’s six largest disclosed long equity positions by reported market value at June 30, 2026. It is an affiliated manager’s filing snapshot—not David Tepper’s personal account or a complete portfolio.
Historical close-price movement · weights applied once at the start · no trades or rebalancing.
Historical result
Replay the allocation in the app
The interactive replay calculates the available close-price history for each holding and shows the result when the data is available for the selected window.
Allocation
David Tepper / Appaloosa snapshot holdings
| Ticker | Company | Weight |
|---|---|---|
| AMZN | Amazon | 25.4% |
| MU | Micron Technology | 24% |
| TSM | Taiwan Semiconductor | 16.8% |
| GOOGL | Alphabet | 13.9% |
| UBER | Uber Technologies | 11.8% |
| META | Meta Platforms | 8.1% |
Method
How this historical replay works
Each allocation weight is applied once at the beginning of the selected window. The result is a close-price illustration—not a brokerage record, trade history, rebalancing plan, recommendation, or projection.
Source: SEC Form 13F-HR · Appaloosa LP.
Snapshot date: 2026-06-30
Source reviewed: 2026-08-17
Weights are normalized from the six largest reportable long positions by market value. Form 13F is delayed, limited to reportable securities, and does not show every position, short exposure, or private investment.
Historical windows