David Tepper’s Appaloosa Management disclosed in an SEC filing its holdings as of March 31, 2026. Appaloosa’s one new buy during the first quarter was Sandisk (SNDK). Appaloosa exited a number of positions during the quarter, including by size of previous position, American Air (AAL), Owens Corning (OC), Mohawk Industries (MHK), Iqvia (IQV), and United Airlines (UAL). Appaloosa increased its stake in a number of holdings, including by size of previous position, Amazon (AMZN), Uber (UBER), Vistra (VST), and Micron (MU). Appaloosa reduced its stake in a number of holdings, including by size of previous position, Alibaba (BABA), Microsoft (MSFT), Whirlpool (WHR), Meta (META), and Qualcomm (QCOM). Appaloosa’s top holdings as of March 31, in order of size, were Amazon, Micron, Alphabet (GOOG), Uber, and TSMC (TSM).
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