泰珀David Tepper
Appaloosa · SEC CIK 1656456
季末 · Quarter end
2026-06-30
13F 只包含美股多头、ETF 和期权，不含空头、现金和非美股资产。变动为 2026-06-30 与 2026-03-31 两个季末的股数对比。仅供研究参考，不构成投资建议。 · 13F covers US long equity, ETF and option positions only; no shorts, cash or non-US assets. Changes compare share counts at 2026-06-30 vs 2026-03-31. For research only, not investment advice.
| 股票 · Stock |
市值 · Value |
占比 · Weight |
股数 · Shares |
股数变化 · Chg |
变动 · Action |
|
AMZN
AMAZON.COM INC
|
$1.2B |
15.43% |
5.00M |
+15.7%
|
加仓 Added |
|
MU
MICRON TECHNOLOGY INC
|
$1.1B |
14.57% |
975.0K |
-41.4%
|
减仓 Trimmed |
|
TSM
TAIWAN SEMICONDUCTOR-SP ADR
|
$788.0M |
10.20% |
1.65M |
+24.3%
|
加仓 Added |
|
GOOG
ALPHABET INC-CL C
|
$653.7M |
8.46% |
1.85M |
+6.8%
|
加仓 Added |
|
UBER
UBER TECHNOLOGIES INC
|
$555.2M |
7.19% |
7.69M |
+21.5%
|
加仓 Added |
|
EWY
ISHARES MSCI SOUTH KOREA ETF
|
$489.6M |
6.34% |
2.42M |
+1.0%
|
加仓 Added |
|
META
META PLATFORMS INC-CLASS A
|
$380.2M |
4.92% |
675.0K |
+54.6%
|
加仓 Added |
|
VST
VISTRA CORP
|
$351.4M |
4.55% |
2.22M |
+9.5%
|
加仓 Added |
|
NVDA
NVIDIA CORP
|
$305.1M |
3.95% |
1.52M |
+3.6%
|
加仓 Added |
|
NRG
NRG ENERGY INC
|
$257.1M |
3.33% |
1.76M |
+1.5%
|
加仓 Added |
|
AAPL
PUT
APPLE INC
|
$241.6M |
3.13% |
835.0K |
+835.0K
|
新建仓 New |
|
BABA
ALIBABA GROUP HOLDING-SP ADR
|
$192.0M |
2.48% |
2.00M |
-42.3%
|
减仓 Trimmed |
|
BA
BOEING CO/THE
|
$173.2M |
2.24% |
800.0K |
+800.0K
|
新建仓 New |
|
LRCX
LAM RESEARCH CORP
|
$165.7M |
2.15% |
382.5K |
-
|
不变 Unchanged |
|
BIDU
BAIDU INC - SPON ADR
|
$148.0M |
1.92% |
1.29M |
+87.1%
|
加仓 Added |
|
AAL
AMERICAN AIRLINES GROUP INC
|
$135.5M |
1.75% |
7.50M |
+7.50M
|
新建仓 New |
|
AMD
ADVANCED MICRO DEVICES
|
$114.7M |
1.49% |
197.5K |
-10.8%
|
减仓 Trimmed |
|
CRWV
COREWEAVE INC-CL A
|
$107.3M |
1.39% |
1.08M |
+1.08M
|
新建仓 New |
|
ASML
ASML HOLDING NV
|
$99.5M |
1.29% |
50.0K |
+1.0%
|
加仓 Added |
|
AVGO
BROADCOM INC
|
$56.7M |
0.73% |
150.0K |
+150.0K
|
新建仓 New |
|
QCOM
QUALCOMM INC
|
$46.2M |
0.60% |
250.0K |
-49.9%
|
减仓 Trimmed |
|
SPCX
SPACE EXPLORATION TECHN-CL A
|
$38.4M |
0.50% |
225.0K |
+225.0K
|
新建仓 New |
|
ET
ENERGY TRANSFER LP
|
$30.1M |
0.39% |
1.58M |
-
|
不变 Unchanged |
|
MPLX
MPLX LP
|
$28.3M |
0.37% |
502.5K |
-
|
不变 Unchanged |
|
WHR
WHIRLPOOL CORP
|
$28.2M |
0.36% |
715.0K |
-63.3%
|
减仓 Trimmed |
|
BRK
PUT
BERKSHIRE HATHAWAY INC-CL B
|
$12.5M |
0.16% |
25.0K |
+25.0K
|
新建仓 New |
|
GT
GOODYEAR TIRE & RUBBER CO
|
$10.0M |
0.13% |
1.51M |
+1.51M
|
新建仓 New |
|
SNDK
SANDISK CORP
|
- |
- |
- |
-281.2K
|
清仓 Sold out |
|
GLW
CORNING INC
|
- |
- |
- |
-1.13M
|
清仓 Sold out |
|
PDD
PDD HOLDINGS INC
|
- |
- |
- |
-900.0K
|
清仓 Sold out |
|
LHX
L3HARRIS TECHNOLOGIES INC
|
- |
- |
- |
-198.0K
|
清仓 Sold out |
|
RTX
RTX CORP
|
- |
- |
- |
-342.0K
|
清仓 Sold out |
|
BALL
BALL CORP
|
- |
- |
- |
-837.0K
|
清仓 Sold out |
|
JD
JD.COM INC-ADR
|
- |
- |
- |
-1.30M
|
清仓 Sold out |
|
LYFT
LYFT INC-A
|
- |
- |
- |
-2.70M
|
清仓 Sold out |
|
MSFT
MICROSOFT CORP
|
- |
- |
- |
-90.0K
|
清仓 Sold out |
|
KWEB
KRANESH CSI CHINA INTERNET
|
- |
- |
- |
-1.08M
|
清仓 Sold out |
|
UNH
UNITEDHEALTH GROUP INC
|
- |
- |
- |
-90.0K
|
清仓 Sold out |
|
D18190898
DEUTSCHE BK AG
|
- |
- |
- |
-257.6K
|
清仓 Sold out |