Goodyear Tire & Rubber

Breaking: David Tepper just filed his Q2 2026 13F

Here's everything you need to know about his recent 13F

Top 10 positions:

• Amazon $Amazon(AMZN.US) (15.4%)

• Micron Technology $Micron Tech(MU.US) (14.6%)

• Taiwan Semiconductor $Taiwan Semiconductor(TSM.US) (10.2%)

• Alphabet $Alphabet - C(GOOG.US) (8.5%)

• Uber $Uber Tech(UBER.US) (7.2%)

• iShares MSCI South Korea ETF $EWY (6.3%)

• Meta Platforms $Meta Platforms(META.US) (4.9%)

• Vistra $Vistra(VST.US) (4.5%)

• Nvidia $NVIDIA(NVDA.US) (3.9%)

• NRG Energy $NRG Energy(NRG.US) (3.3%)

New positions:

• $American Airlines(AAL.US)

• $Boeing(BA.US)

• $Goodyear Tire & Rubber(GT.US)

• $Apple(AAPL.US) [Put]

• $Coreweave(CRWV.US)

• $BRK.B [Put]

• $Broadcom(AVGO.US)

• SpaceX (private)

Full exits:

• $Sandisk(SNDK.US)

• $Corning(GLW.US)

• $RTX(RTX.US)

• $PDD(PDD.US)

• $L3Harris Tech(LHX.US)

• $Microsoft(MSFT.US)

• $Unitedhealth(UNH.US)

• $Boeing(BA.US)LL

• $LYFT(LYFT.US)

• $JD.com(JD.US)

• $Deutsche Bank AG(DB.US)

• $KWEB

Summary: Tepper grew Appaloosa's book 30% to $7.73B this quarter, doubling down on his AI trio (Amazon, Micron, TSM) now nearly 40% of the portfolio. While adding a defense and industrials basket (Boeing, American Airlines, Goodyear) and a bearish Apple put alongside a full rotation out of Corning, RTX and UnitedHealth

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $General Motors(GM.US) GM to Develop Battery Tech for NASA’s 𝐏𝐞𝐠𝐚𝐬𝐮𝐬 Lunar Rover

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ GM to develop 𝐛𝐚𝐭𝐭𝐞𝐫𝐲 technology for NASA’s Pegasus lunar rover.

➤ Rover selected under NASA’s 𝐋𝐮𝐧𝐚𝐫 𝐓𝐞𝐫𝐫𝐚𝐢𝐧 𝐕𝐞𝐡𝐢𝐜𝐥𝐞 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 contract.

➤ Pegasus scheduled to support crewed 𝐀𝐫𝐭𝐞𝐦𝐢𝐬 missions in 𝟐𝟎𝟐𝟖.

➤ Vehicle designed for harsh 𝐌𝐨𝐨𝐧 𝐒𝐨𝐮𝐭𝐡 𝐏𝐨𝐥𝐞 conditions.

➤ GM batteries engineered to withstand 𝐞𝐱𝐭𝐫𝐞𝐦𝐞 𝐥𝐮𝐧𝐚𝐫 temperatures.

➤ GM previously contributed systems for NASA’s 𝐀𝐩𝐨𝐥𝐥𝐨 lunar rover.

➤ Pegasus developed alongside 𝐋𝐮𝐧𝐚𝐫 𝐎𝐮𝐭𝐩𝐨𝐬𝐭, Goodyear, and Leidos