David Tepper’s Lyft LYFT Stock Holding History

David Tepper’s Portfolio LYFT Stock Details LYFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.9M	Sell	2,700,000 -1,100,000	-29%	-$17M	0.61%	25
2025 Q4	$73.6M	Sell	3,800,000 -1,800,000	-32%	-$37.4M	1.06%	26
2025 Q3	$123M	Sell	5,600,000 -2,400,000	-30%	-$40.2M	1.67%	20
2025 Q2	$126M	Sell	8,000,000 -1,000,000	-11%	-$14M	1.96%	16
2025 Q1	$107M	Sell	9,000,000 -4,500,000	-33%	-$58.6M	1.27%	15
2024 Q4	$174M	Sell	13,500,000 -2,250,000	-14%	-$33.4M	2.69%	11
2024 Q3	$201M	Buy	15,750,000 +7,788,743	+98%	+$93M	2.98%	9
2024 Q2	$112M	Buy	7,961,257 +7,493,639	+1,603%	+$122M	1.82%	18
2024 Q1	$9.05M	Buy	+467,618	New	+$7.17M	0.13%	39

Other funds holding LYFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

David Tepper's LYFT Position: Q1 2026 in Review

David Tepper reduced its Lyft (LYFT) stake by 29% in Q1 2026, selling an estimated $17M and leaving 2,700,000 shares worth $35.9M. The position accounts for 0.61% of the portfolio, ranked #25.

David Tepper first reported a position in LYFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $201M in Q3 2024. 527 funds tracked by Wall St. Rank hold LYFT as of Q1 2026.

David Tepper held 2,700,000 shares of Lyft worth $35.9M as of Q1 2026.
David Tepper sold 1,100,000 Lyft shares in Q1 2026, an estimated $17M.
Lyft made up 0.61% of David Tepper's portfolio in Q1 2026, its #25 holding.
David Tepper first reported a position in Lyft in Q1 2024 and has held it in 9 quarters since.
David Tepper's Lyft position peaked at $201M in Q3 2024.
527 funds tracked by Wall St. Rank held Lyft as of Q1 2026.

Based on Appaloosa LP's 13F filing for Q1 2026, filed 15 May 2026.