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David Tepper concentrates 40% of Appaloosa portfolio in Amazon, Micron and TSMC

Verifying
  • David Tepper concentrated Appaloosa’s portfolio in Amazon, Micron Technology and Taiwan Semiconductor Manufacturing.
  • 40% of Appaloosa’s $7.7 billion portfolio was held in those three companies.
  • Appaloosa added CoreWeave and SpaceX while exiting SanDisk during Q2 2026.
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