Hedge Fund Titans Pivot Toward Memory and Media in Latest 13-F Filings

Recent 13-F filings highlight a strategic accumulation of high-growth technology and memory stocks by some of the world's most prominent hedge fund managers. Amidst a volatile start to 2026, investors are analyzing the portfolios of David Tepper, Ken Griffin, and David Einhorn for guidance on market direction. David Tepper, founder of Appaloosa Management, has significantly increased his stake in Micron Technology (MU), adding approximately 1 million shares. Micron, which has surged 85% year-to-date, is currently trading at 8 times forward earnings, reflecting a strong demand supercycle for memory and storage solutions. Simultaneously, Ken Griffin's Citadel Advisors expanded its footprint in the 'Magnificent Seven' at the end of last year. Filings show the addition of 11 million shares of Amazon (AMZN) and 12 million shares of Nvidia (NVDA), both of which have generated market-beating returns so far this year. In a more unconventional move, David Einhorn of Greenlight Capital has established a new position in Versant Media Group (VSNT). The company, which spun off from Comcast (CMCSA) in January, owns properties including CNBC and USA Network. While the stock has declined 10% since its initial launch, it has rallied 48% over the past month. Greenlight Capital noted that over 60% of Versant's programming is tied to live news and events, which is viewed as more resistant to cord-cutting trends than general entertainment. Additionally, non-Pay TV revenue now accounts for nearly 20% of the company's total revenue.