David Tepper increased positions in Alphabet (GOOGL), Micron (MU) and Meta (META) while reducing Alibaba (BABA) and Amazon (AMZN). Alphabet is guiding for $175B to $185B in 2026 CapEx almost entirely ...
Wed, February 18, 2026 at 3:19 PM UTC It's 13F season when Wall Street funds release their holdings. One of the most widely followed 13F reports is David Tepper's Appaloosa Management. Tepper founded ...
Hedge fund giant Appaloosa, owned by billionaire David Tepper, reshuffled its tech holdings in the last quarter of 2025, bumping up its stakes in Micron and Alphabet, while trimming holdings of AMD, ...
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