Cost Basis
Appaloosa Management
David Tepper
20 holdings with price data
Est. portfolio value: $5.9BReport date: 2026-03-31Avg ROI: +16.8%
View full 13F →| Ticker | Est. avg cost | Now | ROI |
|---|---|---|---|
| SNDK SANDISK CORP | $504.74 | $1,288.03 | +155.19% |
| MU MICRON TECHNOLOGY INC | $373.57 | $829.50 | +122.05% |
| LRCX LAM RESEARCH CORP | $210.33 | $294.61 | +40.07% |
| EWY ISHARES MSCI SOUTH KOREA ETF | $124.29 | $160.24 | +28.92% |
| AMZN Amazon.com Inc | $223.08 | $284.02 | +27.31% |
| ASML ASML Holding NV | $1,298.18 | $1,642.52 | +26.52% |
| GOOG ALPHABET INC-CL C | $309.02 | $372.47 | +20.53% |
| GLW CORNING INC | $122.83 | $146.64 | +19.38% |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | $345.81 | $406.11 | +17.44% |
| NVDA NVIDIA Corp | $180.36 | $206.64 | +14.57% |
| RTX RTX CORP | $197.78 | $216.65 | +9.54% |
| VST VISTRA CORP | $161.35 | $155.94 | -3.35% |
| META Meta Platforms Inc | $632.01 | $590.24 | -6.61% |
| UBER Uber Technologies Inc | $78.38 | $71.61 | -8.64% |
| NRG NRG ENERGY INC | $162.63 | $138.47 | -14.86% |
| BABA ALIBABA GROUP HOLDING-SP ADR | $149.58 | $127.30 | -14.90% |
| BIDU BAIDU INC - SPON ADR | $134.56 | $113.06 | -15.98% |
| LHX L3HARRIS TECHNOLOGIES INC | $336.03 | $277.86 | -17.31% |
| PDD PDD HOLDINGS INC | $109.43 | $90.15 | -17.61% |
| WHR WHIRLPOOL CORP | $71.84 | $39.21 | -45.42% |