David Tepper's Appaloosa Management Sells Entire SanDisk Stake While Increasing AI Holdings

Appaloosa Management, led by billionaire David Tepper, has fully exited its position in SanDisk following a significant rally in 2026. Simultaneously, the firm has aggressively expanded its AI-focused portfolio, with AI-related assets now accounting for 77% of its top holdings, including major positions in Amazon, TSMC, and Nvidia.