sniff.trade
showstrackprofile
request access
← all people
DT

David Tepper

FUND
Founder · Appaloosa Management

Big, opportunistic macro tilts — most famous lately for a heavy China bet.

9 positions · last filed May 15, 2026
BEST SINCE FILING
MUMU+16.29%
WORST SINCE FILING
BIDBIDU-17.91%
LATEST POSITIONS
Q1 2026 · 13F · % = the stock's move since the filing date
MHKMHKSOLDMohawk Inds Inc$96.85 → $124.77+28.82%›
RTXRTXSOLDRtx Corporation$168.58 → $214.53+27.26%›
AALAALSOLDAmerican Airls Group Inc$12.08 → $15.09+24.93%›
OCOCSOLDOwens Corning New$112.17 → $137.96+22.98%›
LYFLYFTSOLDLyft Inc$13.13 → $15.69+19.50%›
BALBALLSOLDBall Corp$56.03 → $65.73+17.32%›
MUMUBOUGHTMicron Technology Inc$714.92 → $831.37+16.29%›
AMDAMDSOLDAdvanced Micro Devices Inc$430.53 → $482.70+12.12%›
ASMASMLSOLDAsml Hldg Nv$1,470.69 → $1,605.73+9.18%›
VSTVSTBOUGHTVistra Corp$140.12 → $150.28+7.25%›
NRGNRGBOUGHTNrg Energy Inc$125.29 → $132.37+5.65%›
LRCLRCXSOLDLam Research Corp$289.17 → $302.75+4.69%›
JDJDSOLDJd.Com Inc$31.92 → $33.16+3.90%›
AMZAMZNBOUGHTAmazon Com Inc$265.53 → $274.73+3.46%›
TSMTSMBOUGHTTaiwan Semiconductor Manufac$402.67 → $407.68+1.24%›
LHXLHXSOLDL3harris Technologies Inc$302.70 → $281.25-7.09%›
UBEUBERBOUGHTUber Technologies Inc$75.82 → $69.86-7.87%›
WHRWHRSOLDWhirlpool Corp$40.60 → $37.38-7.94%›
PDDPDDSOLDPdd Holdings Inc$97.40 → $89.38-8.24%›
GOOGOOGSOLDAlphabet Inc$385.21 → $350.93-8.90%›
BABBABASOLDAlibaba Group Hldg Ltd$131.63 → $119.27-9.39%›
NVDNVDASOLDNvidia Corporation$221.54 → $198.99-10.18%›
METMETASOLDMeta Platforms Inc$620.52 → $548.51-11.60%›
EWYEWYBOUGHTIshares Inc$181.59 → $159.35-12.25%›
SNDSNDKBOUGHTSandisk Corp$1,400.18 → $1,202.47-14.12%›
BIDBIDUBOUGHTBaidu Inc$132.78 → $109.00-17.91%›
QCOQCOMSOLDQualcomm Inc$205.75 → $149.90-27.14%›
GLWGLWSOLDCorning Inc$188.06 → $135.71-27.84%›
FILING HISTORY
what they bought, sold and held — by filing date
May 15, 2026Q1 2026 · 13F
source ↗
AMZAMZNBOUGHT+3.46%›
MUMUBOUGHT+16.29%›
GOOGOOGSOLD-8.90%›
UBEUBERBOUGHT-7.87%›
TSMTSMBOUGHT+1.24%›
BABBABASOLD-9.39%›
VSTVSTBOUGHT+7.25%›
EWYEWYBOUGHT-12.25%›
NVDNVDASOLD-10.18%›
NRGNRGBOUGHT+5.65%›
METMETASOLD-11.60%›
SNDSNDKBOUGHT-14.12%›
GLWGLWSOLD-27.84%›
WHRWHRSOLD-7.94%›
PDDPDDSOLD-8.24%›
LRCLRCXSOLD+4.69%›
BIDBIDUBOUGHT-17.91%›
LHXLHXSOLD-7.09%›
RTXRTXSOLD+27.26%›
ASMASMLSOLD+9.18%›
QCOQCOMSOLD-27.14%›
BALBALLSOLD+17.32%›
AMDAMDSOLD+12.12%›
JDJDSOLD+3.90%›
LYFLYFTSOLD+19.50%›
AALAALSOLD+24.93%›
OCOCSOLD+22.98%›
MHKMHKSOLD+28.82%›
Feb 17, 2026Q4 2025 · 13F
source ↗
BABBABASOLD-23.81%›
GOOGOOGBOUGHT+13.11%›
AMZAMZNSOLD+38.35%›
MUMUBOUGHT+105.22%›
METMETABOUGHT-13.60%›
TSMTSMBOUGHT+12.06%›
NVDNVDASOLD+5.57%›
WHRWHRSOLD-56.68%›
NRGNRGSOLD-25.44%›
MSFMSFTBOUGHT+17.98%›
AALAALBOUGHT+2.44%›
PDDPDDHELD-10.86%›
QCOQCOMSOLD+6.81%›
EWYEWYBOUGHT+24.16%›
KWEKWEBSOLD-10.09%›
VSTVSTSOLD-12.57%›
UBEUBERSOLD-0.30%›
GLWGLWSOLD+1.79%›
JDJDSOLD+21.68%›
OCOCBOUGHT+1.37%›
RTXRTXHELD+3.73%›
LHXLHXHELD-18.56%›
BIDBIDUSOLD-22.37%›
MHKMHKBOUGHT-4.44%›
FISFISVSOLD-12.11%›
Nov 13, 2025Q3 2025 · 13F
source ↗
BABBABASOLD-24.69%›
AMZAMZNSOLD+15.36%›
WHRWHRBOUGHT-43.71%›
NVDNVDABOUGHT+8.10%›
GOOGOOGSOLD+27.84%›
KWEKWEBBOUGHT-26.79%›
NRGNRGSOLD-19.02%›
TSMTSMBOUGHT+45.41%›
METMETASOLD-10.55%›
VSTVSTSOLD-12.42%›
MSFMSFTSOLD-9.03%›
PDDPDDSOLD-34.87%›
UBEUBERSOLD-24.27%›
JDJDSOLD+8.58%›
QCOQCOMBOUGHT-15.65%›
AMDAMDBOUGHT+92.61%›
BIDBIDUBOUGHT-8.21%›
GLWGLWSOLD+67.50%›
LYFLYFTSOLD-34.57%›
FISFISVBOUGHT-16.22%›
AALAALBOUGHT+17.29%›
LHXLHXSOLD-1.99%›
RTXRTXSOLD+25.09%›
ETETHELD+23.53%›
INTINTCSOLD+159.12%›
Aug 14, 2025Q2 2025 · 13F
source ↗
BABBABASOLD-3.97%›
UNHUNHBOUGHT+58.90%›
AMZAMZNBOUGHT+21.40%›
VSTVSTSOLD-24.25%›
NRGNRGSOLD-14.28%›
METMETASOLD-31.07%›
NVDNVDABOUGHT+9.44%›
GOOGOOGSOLD+71.05%›
UBEUBERSOLD-24.89%›
MSFMSFTHELD-12.80%›
TSMTSMBOUGHT+71.82%›
JDJDSOLD+6.76%›
PDDPDDSOLD-21.88%›
INTINTCBOUGHT+293.66%›
KWEKWEBHELD-20.05%›
LYFLYFTSOLD+5.51%›
MUMUBOUGHT+567.55%›
GLWGLWHELD+104.11%›
ETETHELD+21.60%›
LHXLHXBOUGHT+5.53%›
RTXRTXBOUGHT+38.83%›
CZRCZRSOLD+20.67%›
QCOQCOMHELD-6.27%›
SPYSPYXSOLDPUT+18.06%›
AAPAAPLSOLDPUT+33.05%›
Positions reconstructed from public disclosures (congressional Periodic Transaction Reports · SEC 13F filings). Prices are frozen at each filing date and tracked live — expressions, not advice.