Appaloosa Management.
American hedge fund
- Reports this week
- 0
- Active events
- 0
- Connections
- 27
What's happening
Earlier this month
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Appaloosa Management, led by David Tepper, initiated positions in SpaceX and CoreWeave during Q2 2026.Some support4 reports
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Baidu is expanding its strategic footprint in the AI market, leveraging Kunlunxin chips, market access in Shanghai and Shenzhen, and investor backing from Appaloosa Management.Some support2 reports
One to three months ago
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Appaloosa Management acquired a new position in shares of UnitedHealth Group.Some support2 reports
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Appaloosa Management adjusted its portfolio by selling L3Harris holdings, adding Baidu, and exiting SanDisk positions.Well supported3 reports1 development inside
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Appaloosa Management increased its investment in Baidu, while Alibaba announced it had exited its stake in the company.Some support1 report
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Appaloosa Management adjusted its investment portfolio, increasing its stake in Amazon and zeroing out several other positions.Some support2 reports
Gone quiet
No new reports in 90+ daysNo events began in the chosen period. Widen it, or reset.
Around Appaloosa Management this week
News at the entities that move Appaloosa Management most-
Amazon StructuralNvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Moves Appaloosa Management
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Baidu StructuralAlibaba Group and Baidu are facing scrutiny from the Pentagon's growing blacklist, while China's Commerce Ministry objects to the list expansion.Moves Appaloosa Management
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TSMC TransactionalTSMC signed a 10-year advanced packaging partnership in Arizona.Moves Appaloosa Management
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CoreWeave TransactionalCoreWeave is leveraging GPU compute power for AI infrastructure, serving customers like Jane Street.Moves Appaloosa Management
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Micron Technology StructuralMicron, Nvidia, and Samsung are major players in semiconductor demand amid regional tensions sparked by the Iran conflict.Moves Appaloosa Management
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Vistra StructuralThe integration of Calpine into Constellation Energy is identified as a potential risk.Moves Appaloosa Management
Connections
The 20 strongest of 27, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
David Tepper Structural
David Tepper founded and serves as the president and leader of Appaloosa Management.
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Micron Technology Structural
Appaloosa Management holds and actively manages a significant investment stake in Micron Technology, frequently adjusting its position.
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Vistra Structural
Appaloosa Management holds a significant investment stake in Vistra.
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Baidu Structural
Appaloosa Management holds an investment stake in Baidu.
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Amazon Structural
Appaloosa Management holds a significant and growing investment stake in Amazon.
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TSMC Transactional
Appaloosa Management increased its financial stake in TSMC.
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CoreWeave Transactional
Appaloosa Management has initiated and is tracking an ongoing investment position in CoreWeave stock.
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Alibaba Group Structural
Appaloosa Management holds a significant investment stake in Alibaba Group.
Show all 20 connections
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Microsoft Transactional
Appaloosa Management held an investment position in Microsoft during the quarter, which included a reduction of exposure.
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American Airlines Transactional
Appaloosa Management founder holds a valued investment stake of $173 million in American Airlines.
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SpaceX Transactional
Appaloosa Management initiated financial investment in SpaceX during Q2, establishing a transactional link.
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UnitedHealth Group Transactional
Appaloosa Management is actively acquiring a financial stake in UnitedHealth Group through share purchases.
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PDD Holdings Transactional
Appaloosa Management reduced its investment exposure to PDD Holdings and JD.com.
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Apple Inc. Transactional
Appaloosa Management established a financial position in Apple Inc. valued at over $241 million.
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Bloomberg News Mentioned together
Bloomberg News reports on the investment returns and activities of Appaloosa Management.
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Nvidia Mentioned together
Appaloosa Management monitors Nvidia's historical performance as part of its investment due diligence.
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Boeing Transactional
Appaloosa Management's founder holds a financial investment in Boeing valued at $173 million.
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SanDisk Transactional
Appaloosa Management liquidated its stake in SanDisk in Q2 2026.
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Foxconn Mentioned together
The single available snapshot does not provide direct evidence of a relationship between Foxconn and Appaloosa Management.
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L3Harris Technologies Transactional
Appaloosa Management sold down its investment holdings in L3Harris Technologies.
History
Events by the month they beganSeptember 2026
2 eventsAugust 2026
4 events- Appaloosa Management acquired a new position in shares of UnitedHealth Group.
- Appaloosa Management adjusted its portfolio by selling L3Harris holdings, adding Baidu, and exiting SanDisk positions.
- Appaloosa Management increased its investment in Baidu, while Alibaba announced it had exited its stake in the company.
- Appaloosa Management adjusted its investment portfolio, increasing its stake in Amazon and zeroing out several other positions.