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Tepper's Appaloosa Management Portfolio Surges to $7.73 Billion in Q2 2026

Guavy AI Editorial Team
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David Tepper's Appaloosa Management portfolio reached $7.73 billion in Q2 2026, with 27 holdings and a focus on tech and growth stocks.

The top five positions are Amazon (AMZN), Micron Technology (MU), Taiwan Semiconductor Manufacturing Company (TSM), Alphabet (GOOGL), and Uber Technologies (UBER).

Notable new stakes include Apple (AAPL), Boeing (BA), American Airlines (AAL), and Crown Worldwide Group (CRWV).

The portfolio saw significant reductions in Micron Technology and Alibaba Group (BABA) as well.

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