David Tepper's top holdings (June 2026) include Micron Technology Inc. (MU), a global manufacturer of memory and storage semiconductors.

David Tepper is the founder and president of Appaloosa Management, an investment firm based in Miami Beach, Florida. The firm invests across a diverse array of global markets, focusing on both equity and debt positions within various industries.

Micron Technology Inc. (MU)

Micron Technology Inc. specializes in the production of computer memory and data storage, including dynamic random-access memory and flash memory. Its products are integrated into electronic devices ranging from servers to mobile phones. Micron Technology Inc. has a market capitalization of $1.1T, with David Tepper's position currently valued at $1.62B. Analysts have set a price target of $805.94 for the stock, and the discounted cash flow value is estimated at $385.9 per share.

Here's an overview of David Tepper's trades in Micron Technology Inc.:

Amazon.com Inc. (AMZN)

Amazon.com Inc. is a multinational technology firm focusing on e-commerce, cloud computing, and digital streaming. It operates a significant logistics network and provides infrastructure services through its AWS division. The company's market cap stands at $2.91T, while the current value of David Tepper's holding is $1.17B. An analyst price target for the stock is set at $302.49, and the discounted cash flow value is calculated at $66.27 per share.

Here's an overview of David Tepper's trades in Amazon.com Inc.:

Alphabet Inc (GOOG)

Alphabet Inc is the parent company of Google, encompassing its search engine, the Android platform, and YouTube. It also invests in technological innovations through its various research and development segments. This holding in David Tepper's portfolio is currently worth $652.24M, within a company that has a market capitalization of $4.6T. Current analyst price targets are positioned at $400.47, with a discounted cash flow valuation of $169.76 per share.

Here's an overview of David Tepper's trades in Alphabet Inc:

Taiwan Semiconductor Manufacturing (TSM)

Taiwan Semiconductor Manufacturing is a semiconductor foundry that produces integrated circuits for a wide variety of electronics. The company provides manufacturing services for global technology brands. TSMC carries a market capitalization of $2.17T, and the current value of David Tepper's position is $555.49M. Analysts have established a price target of $465.0 for the company, while discounted cash flow analysis indicates a value of $184.47 per share.

Here's an overview of David Tepper's trades in Taiwan Semiconductor Manufacturing:

BlackRock Institutional Trust Company N.A. (EWY)

BlackRock Institutional Trust Company N.A. offers the iShares MSCI South Korea ETF, which tracks an index of South Korean companies. The fund provides exposure to large and mid-sized entities in the South Korean market. The fund's market capitalization is $843.08B, with David Tepper's position currently valued at $493.99M.

Here's an overview of David Tepper's trades in BlackRock Institutional Trust Company N.A.: