August 17, 2026Stocks·Neutral·13f filings

David Tepper's Appaloosa cuts Micron 41%, exits SanDisk, adds Amazon, Meta, Alphabet and new Apple stake in Q2

David Tepper's Appaloosa disclosed in its Q2 13F filing that it cut its Micron position by 41% and exited SanDisk entirely, while adding positions in Amazon, Meta, Alphabet and a new Apple stake.

Detected & updated continuously · Source: Nebula

Story subjects

David Tepper's AppaloosaMicron Technology, Inc.Sandisk Corporation Amazon.com, Inc.Meta Platforms, Inc.Alphabet Inc. Class A Common Stock Apple Inc.

Sources

@blckchaindaily

🚨 TEPPER'S APPALOOSA CUT MICRON 41% AND EXITED SANDISK IN Q2, ADDED AMAZON, META, ALPHABET, NEW APPLE STAKE $MU $SNDK $AMZN $META $GOOGL $AAPL

@Benzinga

David Tepper’s Appaloosa cut Micron ($MU) by 41% and exited SanDisk ($SNDK) in Q2, reducing exposure before the memory selloff. At the same time, the fund loaded up on Amazon ($AMZN), Meta ($META), Alphabet ($GOOGL) and a new Apple ($AAPL) stake.