Appaloosa Management

Managed by David Tepper

AUM Tracked

$13.6B

AI Exposure

35.6%

AI vs Non-AI Sector Exposure

AI & Semiconductors26.4%

Other Tech0.0%

16.8%

6.2%

3.4%

AI & Tech holdings for Appaloosa Management

Ticker	Company	Shares	Value	% of Portfolio	Action Last Quarter
$NVDAAI	NVIDIA Corporation	720,000	$898.1M	16.8%	Increased by 58%
$AVGOAI	Broadcom Inc.	140,000	$236.5M	6.2%	Increased by 30%
$MRVLAI	Marvell Technology	380,000	$31.2M	3.4%	New Position