Appaloosa Management · David Tepper

Latest 13F holdings with ERM3 risk decomposition — how much of the portfolio's return is market beta versus genuine stock-picking, and where the residual risk concentrates.

Reported AUM
$5.6B
Holdings
28
Top-10 weight
72%
As of
2025-12-31
Filed
2026-03-16

Return attribution — beta or stock-picking?

Sum of monthly ERM3 attribution over the trailing 12 months (2025-01-31 2025-12-31), modeled subset of holdings. Roughly 46% of the gross return was idiosyncratic — most of the return came from factor exposure, not stock selection.

Gross

+32.0%

Market

+17.1%

Sector

-0.0%

Subsector

-0.1%

Stock-specific

+14.6%

Top holdings

28 reported positions; top 15 shown. “Stock-specific” is the share of each position's variance not explained by market, sector, or subsector factors.

#HoldingWeightValueStock-specific
1BABA13.5%$753M89%
2GOOG10.0%$561M67%
3AMZN9.0%$503M52%
4MU8.9%$499M47%
5META7.1%$396M58%
6NVDA5.7%$317M46%
7WHR5.1%$282M69%
8NRG4.7%$261M64%
9MSFT4.3%$242M56%
10PDD3.6%$201M83%
11QCOM3.5%$196M79%
12VST2.7%$152M68%
13UBER2.7%$151M85%
14DB2.2%$121M63%
15JD2.1%$119M87%

84% of reported AUM is in the ERM3 model universe; attribution and risk shares cover that subset. Source: SEC Form 13F-HR, filed 2026-03-16.

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