Story thread · 2 reports / 2 sources

David Tepper cuts AI stock, yet value hits $1.1 billion

thestreet.com · 3hShare

David Tepper entered the second quarter with his hedge fund sitting on a massive stake in one of 2026’s hottest memory stocks. At the end of March, his Appaloosa portfolio held 1.67 million shares worth around $562.5 million. Given its exposure to the booming demand for AI memory and its tremendous ...

First report: Billionaire David Tepper Just Revealed His Single Largest Stock Holding. It’s Not NVIDIA — finance.yahoo.com, 2d