In a recent 13F filing, David Tepper's Appaloosa Management revealed a new position in CoreWeave Inc. (CRWV), a cloud-computing provider specializing in AI infrastructure. The filing, which reflects holdings as of June 30, 2026, showed the acquisition of 1.08 million shares, valued at approximately $107.33 million. This new stake constitutes 1.39% of Appaloosa's reported portfolio.
Investors should note that 13F filings are delayed disclosures, revealing positions held at the end of a quarter and not necessarily indicating current holdings. CoreWeave provides GPU-powered cloud infrastructure, a critical component for developers and enterprises working on artificial intelligence.