Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
David Tepper
David Tepper (Appaloosa Management LP): Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 25 Positionen mit einem Gesamtwert von $7,7 Mrd. Wertentwicklung: 1 Jahr +88,59 %, 3 Jahre +262,09 %, 5 Jahre +396,59 %.
David Tepper
Appaloosa Management LP
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $7,7 Mrd.
Größte Position Amazon Com Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +88,59 %
Gesamtrendite · 3 Jahre +262,09 %
Gesamtrendite · 5 Jahre +396,59 %
25 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 AMZNAmazon Com Inc | 15,43% | $1.191.700.000 | 5.000.000 | BUY Q2 · 2026+15,7% · 680 Tsd. Stk. | ← | $253,71 | |
 MUMicron Technology Inc | 14,57% | $1.125.432.750 | 975.000 | SOLD Q2 · 2026-41,4% · 690 Tsd. Stk. | ← | $1.015,80 | |
 TSMTaiwan Semiconductor Mfg Ltd | 10,20% | $787.990.500 | 1.650.000 | BUY Q2 · 2026+24,3% · 323 Tsd. Stk. | ← | $434,67 | |
 GOOGAlphabet Inc | 8,46% | $653.660.500 | 1.850.000 | BUY Q2 · 2026+6,8% · 117 Tsd. Stk. | ← | $344,41 | |
 UBERUber Technologies Inc | 7,19% | $555.204.163 | 7.694.071 | BUY Q2 · 2026+21,5% · 1,4 Mio. Stk. | ← | $70,50 | |
 EWYIshares Inc | 6,34% | $489.607.500 | 2.425.000 | BUY Q2 · 2026+1,0% · 25 Tsd. Stk. | ← | $181,31 | |
 METAMeta Platforms Inc | 4,92% | $380.220.750 | 675.000 | BUY Q2 · 2026+54,6% · 239 Tsd. Stk. | ← | $665,75 | |
 VSTVistra Corp | 4,55% | $351.408.597 | 2.215.272 | BUY Q2 · 2026+9,5% · 193 Tsd. Stk. | ← | $140,67 | |
 NVDANvidia Corporation | 3,95% | $305.137.250 | 1.525.000 | BUY Q2 · 2026+3,6% · 54 Tsd. Stk. | ← | $222,27 | |
 NRGNrg Energy Inc | 3,33% | $257.065.600 | 1.760.000 | BUY Q2 · 2026+1,5% · 26 Tsd. Stk. | ← | $103,66 | |
 BABAAlibaba Group Hldg Ltd | 2,48% | $191.960.000 | 2.000.000 | SOLD Q2 · 2026-42,3% · 1,5 Mio. Stk. | ← | $113,24 | |
 BABoeing Co | 2,24% | $173.176.000 | 800.000 | NEW Q2 · 2026800 Tsd. Stk. | ← | $198,20 | |
 LRCXLam Research Corp | 2,15% | $165.748.725 | 382.500 | – | SOLD Q1 · 2026-10,0% · 43 Tsd. Stk. | $288,11 | |
 BIDUBaidu Inc | 1,92% | $148.005.550 | 1.295.000 | BUY Q2 · 2026+87,1% · 603 Tsd. Stk. | ← | $89,93 | |
 AALAmerican Airls Group Inc | 1,75% | $135.525.000 | 7.500.000 | NEW Q2 · 20267,5 Mio. Stk. | ← | $12,96 | |
 AMDAdvanced Micro Devices Inc | 1,49% | $114.729.725 | 197.500 | SOLD Q2 · 2026-10,8% · 24 Tsd. Stk. | ← | $559,82 | |
N/A CRWVCoreweave Inc | 1,39% | $107.328.806 | 1.078.248 | NEW Q2 · 20261,1 Mio. Stk. | – | $81,36 | |
 ASMLAsml Hldg Nv | 1,29% | $99.472.000 | 50.000 | BUY Q2 · 2026+1,0% · 500 Stk. | ← | $1.679,92 | |
 AVGOBroadcom Inc | 0,73% | $56.662.500 | 150.000 | NEW Q2 · 2026150 Tsd. Stk. | ← | $357,61 | |
 QCOMQualcomm Inc | 0,60% | $46.197.500 | 250.000 | SOLD Q2 · 2026-49,9% · 249 Tsd. Stk. | ← | $177,72 | |
 SPCXSpace Exploration Techn Corp | 0,50% | $38.443.500 | 225.000 | NEW Q2 · 2026225 Tsd. Stk. | – | $152,71 | |
 ETEnergy Transfer Lp | 0,39% | $30.135.510 | 1.576.125 | – | SOLD Q1 · 2026-28,1% · 615 Tsd. Stk. | $21,14 | |
 MPLXMplx Lp | 0,37% | $28.303.572 | 502.460 | – | SOLD Q1 · 2026-19,9% · 125 Tsd. Stk. | $59,44 | |
 WHRWhirlpool Corp | 0,36% | $28.185.300 | 715.000 | SOLD Q2 · 2026-63,3% · 1,2 Mio. Stk. | ← | $31,97 | |
 GTGoodyear Tire & Rubr Co | 0,13% | $9.956.701 | 1.508.591 | NEW Q2 · 20261,5 Mio. Stk. | ← | $5,05 | |
N/A BALLBall Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 837 Tsd. Stk. | ← | – | |
 GLWCorning Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 1,1 Mio. Stk. | ← | $150,13 | |
 DBDeutsche Bank A G Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 258 Tsd. Stk. | ← | $37,98 | |
 JDJd.Com Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 1,3 Mio. Stk. | ← | $26,92 | |
N/A KWEBKraneshares Trust Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 1,1 Mio. Stk. | ← | – | |
 LHXL3Harris Technologies Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 198 Tsd. Stk. | ← | $247,29 | |
 LYFTLyft Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 2,7 Mio. Stk. | ← | – | |
 MSFTMicrosoft Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 90 Tsd. Stk. | ← | $493,78 | |
 PDDPdd Holdings Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 900 Tsd. Stk. | ← | $78,90 | |
 RTXRtx Corporation Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 342 Tsd. Stk. | ← | $194,00 | |
 SNDKSandisk Corp Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 281 Tsd. Stk. | ← | $1.791,82 | |
 UNHUnitedhealth Group Inc Ausgestiegen | - | - | 0 | SOLD Q2 · 2026-100% · 90 Tsd. Stk. | ← | $376,90 |
