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Apple ( AAPL)

Company Profile: Apple is the maker of hot consumer electronic devices like the iPad, iPhone and Mac line of computers.

Tepper's Investment: Appaloosa added to its Apple stake in the fourth quarter, buying up more than 143,000 shares. The position held a market value of $73.6 million as of Dec. 31. Overall, the position represents 9.6% of Tepper's disclosed portfolio, making it his third largest holding.

Share Price Performance: Apple shares have gone parabolic, recently passing the psychologically important $500 share price level. After rallying more than 24% in 2011, Apple shares are up another 25% in 2012.


Delphi Automotive ( DLPH)

Company Profile: Delphi is the world's largest supplier of auto parts. After a Chapter 11 bankruptcy filing, Delphi went public again in November.

Tepper's Investment: Appaloosa initiated a new position in Delphi during the quarter, buying 229,000 shares. The stake carried a market value of $4.9 million as of Dec. 31. Overall, the position represents less than 1% of Tepper's disclosed portfolio.

Share Price Performance: Since the IPO, Delphi shares are up 36%, likely making the pick a winner for Tepper. The stock is up 35% since Dec. 31.

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