David Tepper's top holdings (April 2026) include Alibaba Group Holding Ltd (BABA), a global e-commerce giant with a significant presence in cloud computing and digital payments.

David Tepper is the founder and president of Appaloosa Management, an American hedge fund manager. The firm typically focuses its investments across a range of areas including distressed assets, public equity, and fixed-income securities.

Alibaba Group Holding Ltd (BABA)

Alibaba Group Holding Ltd is a multinational technology company specializing in e-commerce, retail, internet, and technology. It operates several leading online marketplaces, provides cloud computing services through Alibaba Cloud, and has a strong presence in logistics and digital payments. This holding in David Tepper's portfolio is currently worth $644.76 million. The company boasts a substantial market capitalization of $284.72 billion. Analysts have set a price target of $181.75 for Alibaba, while a discounted cash flow analysis suggests a value of $312.48 per share.

Here's an overview of David Tepper's trades in Alibaba Group Holding Ltd:

Alphabet Inc (GOOG)

Alphabet Inc is the parent company of Google, known for its dominant search engine, online advertising technologies, cloud computing platform (Google Cloud), and other popular products like YouTube and the Android operating system. The company’s market cap stands at $3.32 trillion, while the current value of David Tepper's holding in GOOG is $512.67 million. The discounted cash flow value for Alphabet is $197.55, and analysts frequently place a price target of $377.79 on the stock.

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

Micron Technology Inc. (MU)

Micron Technology Inc. is a leading global producer of memory and storage solutions, including DRAM, NAND flash, and NOR flash memory. Its products are vital components in a wide range of devices from computers and mobile phones to data centers and automotive applications. Micron Technology has a market capitalization of $402.85 billion, with David Tepper's position currently valued at $506.5 million. The analyst price target for the company is $362.21, and its discounted cash flow is calculated at $77.99 per share.

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

Amazon.com Inc. (AMZN)

Amazon.com Inc. is an American multinational technology company focusing on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is one of the world's largest online retailers and a prominent provider of cloud services through Amazon Web Services (AWS). The current value of David Tepper's position in Amazon is $453.9 million. With a market capitalization of $2.14 trillion, Amazon is a significant player in the global economy. A discounted cash flow analysis suggests a value of $105.8 per share, and analysts commonly assign a price target of $284.93.

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

Taiwan Semiconductor Manufacturing (TSM)

Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest dedicated independent semiconductor foundry, manufacturing chips for a diverse range of customers and applications. It plays a critical role in the global technology supply chain, producing semiconductors used in everything from smartphones to high-performance computing. This holding in David Tepper's portfolio is currently worth $381.88 million. The company maintains a market capitalization of $1.69 trillion. The analyst price target for TSMC is $410.0, with a discounted cash flow valuation of $181.32 per share.

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