Billionaire David Tepper's Appaloosa Management Returned 32% Through the First Half of the Year. Here Are His Top 3 Stocks.

David Tepper's Appaloosa Management achieved a 32% return in the first half of 2026, driven by concentrated bets on three major stocks. Amazon is his largest holding after he doubled his stake, while Micron Technology and Taiwan Semiconductor Manufacturing round out his top three positions, all benefiting from AI demand trends.