According to sources, David Tepper's Appaloosa Management was up 32% in the first half of 2026
Here's the latest on what he's holding:• Amazon $Amazon(AMZN.US) (15.16%)• Micron Technology $Micron Tech(MU.US) (9.48%)• Alphabet $Alphabet - C(GOOG.US) (8.38%)• Uber $Uber Tech(UBER.US) (7.68%)• Taiwan Semiconductor $Taiwan Semiconductor(TSM.US) (7.56%)• Alibaba $Alibaba(BABA.US) (7.33%)• iShares South Korea ETF $EWY (4.98%)• Meta $Meta Platforms(META.US) (4.21%)• Corning $Corning(GLW.US) (2.59%)• Lam Research $Lam Research(LRCX.US) (1.38%)• Baidu $Baidu(BIDU.US) (1.30%)• L3Harris $L3Harris Tech(LHX.US) (1.15%)• ASML $ASML(ASML.US) (1.10%)• Ball Corp $Ball(BALL.US) (0.83%)• AMD $AMD(AMD.US) (0.76%)This is Appaloosa's top 15 out of 31 total positions, representing a $5.93B portfolio as of Q1 2026
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