David Tepper Hit Micron at the Perfect Moment. His Fund’s Other Holdings Are Also Worth a Look

David Tepper of Appaloosa Management is already a large sanction successful the hedge money world. What makes Tepper basal caput and shoulders supra the assemblage astatine a clip similar this, though, is his fund's much caller way grounds of performance.

Indeed, Appaloosa has been making immoderate truly outstanding calls, specifically wrong the AI semi space, with the acquisition of a large chunk of Micron (NASDAQ:MU) shares successful the 4th and last 4th of past year. The 13-F filings from Q4 2025 don't rather uncover specifics arsenic to erstwhile Tepper and Appaloosa bought that sizeable position. But, nonetheless, Tepper's money got a magnificent spot successful the DRAM steadfast up of a much than 100% gain.

Any mode you look astatine it, Tepper's attack has translated truly good successful these earlier innings of the AI boom, possibly acold amended than the different billionaire concern legends retired there.

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Appaloosa's Micron stake deserves praise

Year to date, Micron banal is up astir 122%. Even with the latest correction, the sanction has been a timely double. And portion lone clip volition archer what Appaloosa has done with its Micron presumption arsenic of this existent 2nd quarter, I bash deliberation that the Micron commercialized (or possibly it's a longer-term investment?) was worthy a circular of applause for its surgical precision.

More recently, Appaloosa added to its presumption somewhat (by astir 11%) successful the archetypal 4th of 2026. Given shares of Micron are up much than 55% successful the past month, that top-up is already proving to beryllium different winning move.

While the Q1 2026 moves mightiness already beryllium past quarter's news, I bash deliberation that immoderate of the large moves are much than worthy capitalist attention, particularly erstwhile it comes to the names that haven't rather moved arsenic overmuch since the archetypal quarter. In this piece, we'll look astatine immoderate of the different large names successful the Appaloosa portfolio and find whether they're worthy additions for investors close present successful the midpoint of the 2nd quarter.