VOL. I · NO. 119 · standardpoorly.comWED · JUL 29 · 2026FORWARD HORIZON · 1 d / 1 wk / 1 mo / 3 mo
STANDARD Poorly
"All the correlations that are barely fit to print"
REAL DATA — current positions and QoQ flow are from real SEC EDGAR 13F filings. Vs-SPY performance scoring isn't built for this data yet.
Almanac variant pending — disclosed-trade pages render in Terminal skin only today (the dense data shape doesn't translate cleanly into newspaper layout yet).
SP·//STANDARD POORLY · TERMINAL · /disclosed/13f/appaloosareal · SEC EDGAR 13F[●] LIVEEDGAR FEED · PTR SYNC 0:4828·MAY·2026 · 22:36 ETtier ALMANACK→ skin
scope · 13F filer
APPALOOSA LP
David Tepper · 31 pos
panels
[O]overview
[H]holdings31
[Q]qoq flow4
[B]copy-the-fund$
[D]all 13f filers[L]clusters
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HEDGE FUND · 1-10B AUM
Appaloosa LP
headline principal: David Tepper · 4 quarterly 13Fs on file
latest filing: 2026-03-31
reported value
$5.9B
positions
31
new this Q
1
Q[ 2026-03-31 · what changed ]
◆ FLOW VIEW
NEW BUILDS
SNDK$178.7M · 3.0% port
ADDED
AMZN+98.2pp → 15.2%
MU+11.0pp → 9.5%
UBER+242.3pp → 7.7%
TSM+17.5pp → 7.6%
VST+114.0pp → 5.1%
TRIMMED / CLOSED
GOOG-3.0pp → 8.4%
BABA-32.6pp → 7.3%
NVDA-13.4pp → 4.3%
UALclosed
DALclosed
net: 1 new · 8 added · 22 trimmed · 8 closed · book turnover this quarter 23%
H[ current positions · free ]
31 POSITIONS · 1 NEW
ticker$ value% portΔ qoqcompany
AMZN$899.7M15.2%+98.2ppAMAZON COM INC
MU$562.5M9.5%+11.0ppMICRON TECHNOLOGY INC
GOOG$497.0M8.4%-3.0ppALPHABET INC
UBER$455.5M7.7%+242.3ppUBER TECHNOLOGIES INC
TSM$448.6M7.6%+17.5ppTAIWAN SEMICONDUCTOR MANUFAC
BABA$434.7M7.3%-32.6ppALIBABA GROUP HLDG LTD
VST$304.0M5.1%+114.0ppVISTRA CORP
EWY$295.2M5.0%+28.0ppISHARES INC
NVDA$256.6M4.3%-13.4ppNVIDIA CORPORATION
NRG$253.5M4.3%+5.8ppNRG ENERGY INC
META$249.7M4.2%-27.3ppMETA PLATFORMS INC
SNDK$178.7M3.0%NEWSANDISK CORP
GLW$153.6M2.6%-28.1ppCORNING INC
WHR$105.1M1.8%-50.1ppWHIRLPOOL CORP
PDD$92.0M1.5%-49.3ppPDD HOLDINGS INC
LRCX$81.7M1.4%-10.0ppLAM RESEARCH CORP
BIDU$77.1M1.3%+20.4ppBAIDU INC
LHX$68.3M1.2%-32.9ppL3HARRIS TECHNOLOGIES INC
RTX$66.0M1.1%-31.6ppRTX CORPORATION
ASML$65.4M1.1%-20.8ppASML HLDG NV
QCOM$64.2M1.1%-56.5ppQUALCOMM INC
BALL$49.5M0.8%-30.3ppBALL CORP
AMD$45.0M0.8%-31.9ppADVANCED MICRO DEVICES INC
JD$38.6M0.7%-68.6ppJD.COM INC
LYFT$35.9M0.6%-28.9ppLYFT INC
Q[ qoq flow history · last 4q · free ]
2026-03-31+1 new SNDK-8 closed UAL · DAL · OC
2025-12-31+2 new BALL · EWY-9 closed ZION · CMA · TFC
2025-09-30+10 new AMD · AAL · CFG-3 closed ORCL · INTC · BEKE
2025-06-30+38 new BABA · GOOG · AMZN-0 closed
B[ copy-the-fund · 13f alerts ]
TRADER 🔒
Mirror QoQ moves with publication lag; push alerts within 5 min of the next EDGAR filing.
> what this is not
Vs-SPY performance and tipping detection are planned but not built yet for 13F data. Every position row is sourced from the fund's public SEC EDGAR 13F-HR filing.
legend buy/up sell/down tipping 13F fundQ qoqH holdingsK skinESC back