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David Tepper’s Appaloosa cut Micron by 690,000 shares and exited SanDisk, while adding 680,000 Amazon shares

AI Market Summary
David Tepper's Q2 2026 13F shows a rotation within the AI theme: trimming cyclical memory and chip exposure (Micron, SanDisk, AMD, Qualcomm) while adding to platform and infrastructure beneficiaries, led by a large increase in Amazon (now his biggest disclosed holding) plus TSMC and NVIDIA, and a new CoreWeave stake. The shift reinforces investor focus on AI compute, cloud, and power-demand linkages.
Impact level
● Medium
Affected assets
NCSKAMZN2USD/USDT+0.16%
AI Insight · NCSKAMZN2USD/USDTAI Insight
▲ Bullish
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Billionaire David Tepper’s Appaloosa Management reduced its Micron Technology stake by 690,000 shares in Q2 2026 and sold its entire 281,250-share position in SanDisk. The hedge fund also increased its Amazon holding by 680,000 shares. That brought Appaloosa’s Amazon position to 5,000,000 shares, making it the firm’s largest disclosed holding.
Disclaimer: The content above is only the author's opinion and does not represent BingX’s stance. It shall not be construed as investment advice from BingX. For details, refer to the Terms and Conditions.
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