David Tepper profile

Appaloosa Lp (David Tepper)

Basic Stats

Market Value

5.39B

Top 10 (%)

62.50%

Portfolio Size

39 (10)

Avg. Holding Period

6 years

Turnover

0.72%

Industry Breakdown

Semiconductors & Related Devices

25.93%

Services-computer Programming, Data Processing, Etc.

16.43%

Services-business Services, Nec

13.61%

Services-prepackaged Software

9.83%

Retail-catalog & Mail-order Houses

7.65%

Radio & Tv Broadcasting & Communications Equipment

4.09%

Crude Petroleum & Natural Gas

3.45%

Air Courier Services

2.99%

Natural Gas Transmission

2.55%

Special Industry Machinery, Nec

2.51%

NVDA(8%)META(8%)MSFT(8%)AMZN(8%)BABA(7%)AMD(5%)$5.33B (100%)Market Value
Nvidia Corporation Website

Nvidia Corporation

NVDA431.48M8.01%1.02M

580.00%

870K$423.020.04%
Meta Platforms Inc Website

Meta Platforms Inc

META431.19M8.00%1.50M

114.64%

802.50K$286.980.06%
Microsoft Corp Website

Microsoft Corp

MSFT422.27M7.84%1.24M

376.92%

980K$340.540.02%
Amazon Com Inc Website

Amazon Com Inc

AMZN412.26M7.65%3.16M

58.13%

1.16M$130.360.03%
Alibaba Group Hldg Ltd Website

Alibaba Group Hldg Ltd

BABA372.99M6.92%4.47M

4375.00%

4.38M$83.350.17%
Uber Technologies Inc Website

Uber Technologies Inc

UBER308.67M5.73%7.15M

19.17%

1.15M$43.170.36%
Alphabet Inc Website

Alphabet Inc

GOOG279.44M5.19%2.31M

9.48%

200K$120.970.02%
Advanced Micro Devices Inc Website

Advanced Micro Devices Inc

AMD263.13M4.88%2.31M

New Buy

2.31M$113.910.14%
Intel Corp Website

Intel Corp

INTC226.56M4.20%6.78M

New Buy

6.78M$33.440.17%
Qualcomm Inc Website

Qualcomm Inc

QCOM220.22M4.09%1.85M

New Buy

1.85M$119.040.17%
Taiwan Semiconductor Mfg Ltd Website

Taiwan Semiconductor Mfg Ltd

TSM179.13M3.32%1.77M

New Buy

1.77M$100.920.03%
Baidu Inc Website

Baidu Inc

BIDU174.56M3.24%1.27M

New Buy

1.27M$136.910.36%
Fedex Corp Website

Fedex Corp

FDX161.13M2.99%650K

85.71%

300K$247.900.26%
Energy Transfer L P Website

Energy Transfer L P

ET124.23M2.31%9.78M

-4.13%

-421.55K$12.700.32%
Marvell Technology Inc Website

Marvell Technology Inc

MRVL104.61M1.94%1.75M

New Buy

1.75M$59.780.20%

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