Appaloosa returns 32% in first half, led by Amazon, Micron, and TSMC
AMZN Amazon.com Inc
$250.00 -1.87%
View chart & analysis → - 1David Tepper's Appaloosa Management generated a 32% return in the first half of this year
- 2Approximately 40% of the public equity portfolio is concentrated in three stocks, with 5 million shares of Amazon as the largest holding
- 3The Micron stake was reduced by about 41%, while the TSMC stake was increased by 61% from mid-2025 to mid-2026
So what's the key point?
Famous investor Tepper's fund earned 32% in the first half of this year. About 40% of the money is concentrated in three stocks, Amazon, Micron, and TSMC, with the Micron position decreased and the TSMC position increased.
Source The Motley Fool +1 · View original ↗
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