L3Harris Tech

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: U.S. Space Force Awards $𝟵𝟴𝟭 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 Space Test & Training Contracts to 15 Companies - $Rocket Lab(RKLB.US) $Redwire(RDW.US) $Firefly Aerospace(FLY.US) $L3Harris Tech(LHX.US) $ViaSat(VSAT.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ U.S. Space Force awards contracts with a ceiling value of $𝟵𝟴𝟭 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ 𝟭𝟱 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 selected under a multiple-award IDIQ contract.

➤ Contract supports 𝘀𝗽𝗮𝗰𝗲 𝘁𝗲𝘀𝘁, 𝗲𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻, and 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴 capabilities.

➤ Work includes 𝘀𝗽𝗮𝗰𝗲 and 𝗴𝗿𝗼𝘂𝗻𝗱-𝗯𝗮𝘀𝗲𝗱 engineering activities.

➤ Performance is scheduled through 𝗝𝘂𝗹𝘆 𝟮𝟵, 𝟮𝟬𝟯𝟮.

➤ 𝟮𝟬 𝗼𝗳𝗳𝗲𝗿𝘀 were received through a competitive acquisition.

➤ No funds are obligated at the time of contract award.

➤ Major awardees include 𝗟𝗼𝗰𝗸𝗵𝗲𝗲𝗱 𝗠𝗮𝗿𝘁𝗶𝗻, 𝗕𝗼𝗲𝗶𝗻𝗴, 𝗟𝟯𝗛𝗮𝗿𝗿𝗶𝘀, 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯, 𝗙𝗶𝗿𝗲𝗳𝗹𝘆 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲, 𝗥𝗲𝗱𝘄𝗶𝗿𝗲, 𝗮𝗻𝗱 𝗩𝗶𝗮𝘀𝗮𝘁.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Expands U.S. capabilities for 𝘀𝗽𝗮𝗰𝗲 𝘁𝗲𝘀𝘁𝗶𝗻𝗴 and operational readiness.

➤ Creates long-term contracting opportunities across the 𝘀𝗽𝗮𝗰𝗲 and 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 sector.

➤ Positions participating companies to compete for future task orders through 𝟮𝟬𝟯𝟮.

➤ Highlights continued U.S. investment in next-generation 𝘀𝗽𝗮𝗰𝗲 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 and national security.

Breaking: A politician sitting on the House Armed Services Committee bought stock in a major defense contractor just weeks before it won hundreds of millions in fresh Pentagon contracts

That committee oversees the entire Department of War budget

His name is Rich McCormick & he's a Republican from Georgia

On June 12th, he bought L3Harris $L3Harris Tech(LHX.US), which recently won:

• $106M Army counter-drone deal - June 10th

• $614M Special Operations contract - June 29th

• $500M Missile Defense contract - July 6th

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $L3Harris Tech(LHX.US) L3Harris Wins Up to $𝟏𝟎𝟔𝐌 U.S. Army Counter-Drone Contract

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ L3Harris awarded U.S. Army contract worth up to $𝟏𝟎𝟔𝐌.

➤ Contract covers delivery of 𝐕𝐀𝐌𝐏𝐈𝐑𝐄 counter-unmanned systems.

➤ VAMPIRE provides reconnaissance and 𝐩𝐫𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐬𝐭𝐫𝐢𝐤𝐞 capabilities against drones.

➤ System has logged over 𝟑𝟓𝟎,𝟎𝟎𝟎 operational hours since 𝟐𝟎𝟐𝟑.

➤ Capability supports the U.S. military’s 𝐥𝐚𝐲𝐞𝐫𝐞𝐝 𝐜𝐨𝐮𝐧𝐭𝐞𝐫-𝐔𝐀𝐒 defense strategy.

➤ L3Harris expanded production with 𝐡𝐢𝐠𝐡-𝐯𝐨𝐥𝐮𝐦𝐞 manufacturing in Alabama.

➤ VAMPIRE was developed as a 𝐥𝐨𝐰-𝐜𝐨𝐬𝐭 solution to counter drone threats.

💬 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

"VAMPIRE is effective at hunting and engaging drone threats affordably, which enables U.S. armed forces to sustain reliable defense of its personnel and infrastructure," said Tom Kirkland, President of Targeting & Sensor Systems, Communications & Spectrum Dominance at L3Harris.

Just in: Secretary of Defense launches new drone fast track program for the military

Last month, two politicians bought L3Harris while sitting on the armed services committees

$L3Harris Tech(LHX.US) is the 6th largest defense contractor in the US

✍️✍️✍️

This shouldn't be legal, but keep an eye on this one ✍️

Markwayne Mullin (R) & GIl Cisneros (D) both bought L3Harris $L3Harris Tech(LHX.US) in the past month

$L3Harris Tech(LHX.US) is the 6th largest Defense Contractor in the US

They also both sit on Armed Services Committees

Breaking 🚨: Keep an eye on this defense stock

Markwayne Mullin (R) & GIl Cisneros (D) both sit on Armed Services Committees

Coincidentally, both also bought L3Harris $L3Harris Tech(LHX.US) in the past month

$L3Harris Tech(LHX.US) is the 6th largest Defense Contractor in the US

It's +17% in the past month