David Tepper's Latest AI Bet Is CoreWeave - CoreWeave (NASDAQ:CRWV)

Appaloosa Management’s latest 13F shows David Tepper adding CoreWeave (NASDAQ:CRWV) to his AI-focused portfolio, signaling a shift from chip makers toward the companies supplying cloud infrastructure for artificial-intelligence workloads. The new position in CoreWeave is reported at about $107.3 million during the second quarter. The filing also includes a new stake in Broadcom (NASDAQ:AVGO) and increases in holdings in Nvidia (NASDAQ:NVDA), TSMC (NYSE:TSM), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL/GOOG), as well as Meta Platforms (NASDAQ:META). The article notes Tepper trimmed positions in AMD and Micron and exited others including Microsoft, while the 13F reflects holdings as of June 30, 2026.