Billionaires David Tepper and Michael Platt Sold Nvidia Shares and Bought This AI Stock That's Climbed 40,000% Since its IPO.

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Adria Cimino, The Motley Fool

Sun, March 15, 2026 astatine 5:35 PM CDT 4 min read

There are galore paths to a billion-dollar portfolio, meaning billionaires don't ever hold erstwhile it comes to concern opportunities. Even if it's wide that the country of artificial quality (AI) has a agleam future, billionaire hedge money managers whitethorn take antithetic paths to an AI win. One whitethorn heap into Nvidia (NASDAQ: NVDA), for example, portion different sells shares of this AI spot giant.

But, from clip to time, these investing experts spot oculus to oculus and marque akin moves. And this is precisely what happened successful the 4th fourth of past year. Billionaires David Tepper of Appaloosa Management and Michael Platt of Bluecrest Capital Management each sold shares of Nvidia and bought an AI banal that's soared 40,000% since its archetypal nationalist offering. Let's cheque retired the details.

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Two investors look astatine thing connected a laptop astatine home.

So, first, a speedy enactment connected however we cognize astir these billionaires' moves. On a quarterly basis, managers of much than $100 cardinal successful stocks indispensable study their enactment to the Securities and Exchange Commission connected Form 13F. These forms are disposable for the nationalist to see, truthful we whitethorn get a glimpse into the latest moves of these investing experts.

Tepper and Platt, similar galore different billionaires, person been investing successful AI stocks; Tepper whitethorn beryllium the astir assertive here, though, arsenic his apical 5 holdings, from Alibaba to Meta Platforms, are heavy progressive successful AI. Platt's biggest banal positions are successful concern and energy. Both billionaires made 2 akin moves successful the latest quarter, however...

Tepper, who oversees $6.9 billion, chopped his presumption successful Nvidia by 10%, and it present makes up 4.6% of his portfolio. He's held the banal since the archetypal 4th of 2023.
Platt, who manages $3.3 billion, slashed Nvidia by 96%, and the banal present makes up lone 0.2% of his portfolio. He's held Nvidia shares since the 2nd 4th of past year.
Tepper accrued his presumption successful Micron Technology (NASDAQ: MU) by 200%, and it present accounts for 6.2% of his portfolio. He's held the banal since the 2nd 4th of 2023.
Platt opened a caller presumption successful Micron, and it represents astir 0.1% of his portfolio.

As ever with 13F filings, we don't cognize the nonstop crushed down the investors' moves. But these decisions by Tepper and Platt suggest the billionaires judge Micron volition present maturation arsenic the adjacent stages of the AI communicative unfold -- and perchance correspond a amended maturation bargain than Nvidia. It's besides important to enactment that these moves took spot a fewer months ago, and the billionaires' views oregon strategies whitethorn person changed successful much caller times.

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