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← All 13F filings

Appaloosa LP

Appaloosa LP

As of 2026-06-30Holdings 27 stocksValue $7.7B
  • 1
    AMZN · AMAZON COM INC

    5,000,000 sh · 15.4% of portfolio

    $1.2B
  • 2
    MU · MICRON TECHNOLOGY INC

    975,000 sh · 14.6% of portfolio

    $1.1B
  • 3
    TAIWAN SEMICONDUCTOR MANUFAC

    1,650,000 sh · 10.2% of portfolio

    $788M
  • 4
    GOOG · ALPHABET INC

    1,850,000 sh · 8.5% of portfolio

    $654M
  • 5
    UBER · UBER TECHNOLOGIES INC

    7,694,071 sh · 7.2% of portfolio

    $555M
  • 6
    ISHARES INC

    2,425,000 sh · 6.3% of portfolio

    $490M
  • 7
    META · META PLATFORMS INC

    675,000 sh · 4.9% of portfolio

    $380M
  • 8
    VST · VISTRA CORP

    2,215,272 sh · 4.5% of portfolio

    $351M
  • 9
    NVDA · NVIDIA CORPORATION

    1,525,000 sh · 3.9% of portfolio

    $305M
  • 10
    NRG · NRG ENERGY INC

    1,760,000 sh · 3.3% of portfolio

    $257M
  • 11
    AAPL · APPLE INC

    835,000 sh · 3.1% of portfolio

    $242M
  • 12
    ALIBABA GROUP HLDG LTD

    2,000,000 sh · 2.5% of portfolio

    $192M
  • 13
    BA · BOEING CO

    800,000 sh · 2.2% of portfolio

    $173M
  • 14
    LRCX · LAM RESEARCH CORP

    382,500 sh · 2.1% of portfolio

    $166M
  • 15
    BIDU · BAIDU INC

    1,295,000 sh · 1.9% of portfolio

    $148M
  • 16
    AAL · AMERICAN AIRLINES GROUP INC

    7,500,000 sh · 1.8% of portfolio

    $136M
  • 17
    AMD · ADVANCED MICRO DEVICES INC

    197,500 sh · 1.5% of portfolio

    $115M
  • 18
    CRWV · COREWEAVE INC

    1,078,248 sh · 1.4% of portfolio

    $107M
  • 19
    ASML HLDG NV

    50,000 sh · 1.3% of portfolio

    $99M
  • 20
    AVGO · BROADCOM INC

    150,000 sh · 0.7% of portfolio

    $57M
  • 21
    QUALCOMM INC

    250,000 sh · 0.6% of portfolio

    $46M
  • 22
    SPACE EXPLORATION TECHN CORP

    225,000 sh · 0.5% of portfolio

    $38M
  • 23
    ENERGY TRANSFER L P

    1,576,125 sh · 0.4% of portfolio

    $30M
  • 24
    MPLX · MPLX LP

    502,460 sh · 0.4% of portfolio

    $28M
  • 25
    WHIRLPOOL CORP

    715,000 sh · 0.4% of portfolio

    $28M
  • 26
    BERKSHIRE HATHAWAY INC DEL

    25,000 sh · 0.2% of portfolio

    $13M
  • 27
    GOODYEAR TIRE & RUBR CO

    1,508,591 sh · 0.1% of portfolio

    $10M
    • View SEC filing ↗

    13F filings are disclosed up to 45 days after quarter-end and may differ from current holdings. For reference only.