David Tepper’s Appaloosa LP shows significant long positions in Micron (MU), Amazon (AMZN), Alphabet (GOOG), and TSMC (TSM), while notably excluding Intel. Recent portfolio adjustments include major additions to Uber (UBER), Vistra (VST), and Sandisk (SNDK), alongside reductions in NVIDIA (NVDA), Alibaba (BABA), and Meta (META). The fund maintains a heavy concentration in semiconductor and memory assets, including AMD, Qualcomm (QCOM), and ASML.