David Tepper - Appaloosa
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    31
Portfolio value:    $5,933,477,986
Holdings Activity Buys Sells    History
Holding/activity history for  Alphabet Inc. CL C (GOOG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,732,700 8.38 Reduce 3.03% 0.25 $286.86 $497,042,322 SEC
2025   Q4 1,786,931 8.18 Add 28.79% 1.83 $313.80 $560,738,948 SEC
2025   Q3 1,387,500 4.58 Reduce 7.50% 0.31 $243.55 $337,925,625 SEC
2025   Q2 1,500,000 4.13 Reduce 25.37% 1.43 $177.39 $266,085,000 SEC
2025   Q1 2,010,000 5.64 Add 6.80% 0.36 $156.23 $314,022,300 SEC
2024   Q4 1,881,963 5.54 Reduce 0.00% $190.44 $358,401,034 SEC
2024   Q3 1,881,964 4.67 Reduce 2.24% 0.13 $167.19 $314,645,561 SEC
2024   Q2 1,925,000 5.72 Reduce 7.23% 0.34 $183.42 $353,083,500 SEC
2024   Q1 2,075,000 4.72 Reduce 9.78% 0.56 $152.26 $315,939,500 SEC
2023   Q4 2,300,000 5.73 Reduce 16.36% 1.17 $140.93 $324,139,000 SEC
2023   Q3 2,750,000 7.16 Add 19.05% 1.15 $131.85 $362,587,500 SEC
2023   Q2 2,310,000 5.19 Add 9.48% 0.45 $120.97 $279,440,700 SEC
2023   Q1 2,110,000 11.86 Add 5.76% 0.65 $104.00 $219,440,000 SEC
2022   Q4 1,995,000 13.13 $88.73 $177,016,350 SEC
2022   Q3 1,995,000 14.10 Add 1,895.00% 13.39 $96.15 $191,819,000 SEC
2022   Q2 100,000 13.73 Reduce 15.97% 2.13 $2,187.45 $218,745,000 SEC
2022   Q1 119,000 13.34 Reduce 11.85% 1.19 $2,792.99 $332,366,000 SEC
2021   Q4 135,000 10.07 Reduce 8.16% 0.76 $2,893.59 $390,635,000 SEC
2021   Q3 147,000 9.37 Add 0.68% 0.06 $2,665.31 $391,801,000 SEC
2021   Q2 146,000 7.62 Reduce 36.80% 2.53 $2,506.32 $365,923,000 SEC
2021   Q1 231,000 6.87 Reduce 9.23% 0.62 $2,068.63 $477,854,000 SEC
2020   Q4 254,500 6.68 Reduce 1.17% 0.08 $1,751.88 $445,853,000 SEC
2020   Q3 257,500 6.70 Reduce 22.90% 1.88 $1,469.60 $378,422,000 SEC
2020   Q2 334,000 8.20 Reduce 7.48% 0.96 $1,413.61 $472,146,000 SEC
2020   Q1 361,000 12.85 Reduce 17.95% 2.68 $1,162.81 $419,774,000 SEC
2019   Q4 440,000 14.94 Reduce 1.10% 0.18 $1,337.02 $588,289,000 SEC
2019   Q3 444,900 16.05 Add 106.93% 8.29 $1,219.00 $542,333,000 SEC
2019   Q2 215,000 9.92 Add 48.28% 3.23 $1,080.91 $232,396,000 SEC
2019   Q1 145,000 5.01 Reduce 0.41% 0.03 $1,173.31 $170,130,000 SEC
2018   Q4 145,600 7.58 Reduce 27.20% 1.16 $1,035.61 $150,785,000 SEC
2018   Q3 200,000 4.28 Reduce 39.58% 1.71 $1,193.47 $238,694,000 SEC
2018   Q2 331,000 4.31 Reduce 18.44% 0.81 $1,115.65 $369,280,000 SEC
2018   Q1 405,847 4.37 Add 14.09% 0.54 $1,031.79 $418,749,000 SEC
2017   Q4 355,729 3.59 Reduce 37.37% 2.98 $1,046.40 $372,235,000 SEC
2017   Q3 568,000 7.97 Reduce 2.91% 0.23 $959.11 $544,774,000 SEC
2017   Q2 585,000 7.97 Add 23.16% 1.50 $908.73 $531,607,000 SEC
2017   Q1 475,000 6.96 Reduce 1.66% 0.11 $829.56 $394,041,000 SEC
2016   Q4 483,000 6.88 Add 2.33% 0.16 $771.82 $372,789,000 SEC
2016   Q3 472,000 9.50 Reduce 25.08% 2.87 $777.29 $366,881,000 SEC
2016   Q2 630,000 11.46 Add 4.90% 0.54 $692.10 $436,023,000 SEC
2016   Q1 600,550 9.21 $744.95 $447,380,000 SEC