Appaloosa LP
Appaloosa LP reported 27 holdings worth US$7.73B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Appaloosa LP reported 27 holdings worth US$7.73B as of Jun 30, 2026. Largest: Amazon.com, Inc., Micron Technology, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 27
- Value as reported
- US$7.73B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 5M | US$1.19B | 15.4% |
| Micron Technology, Inc. | 975K | US$1.13B | 14.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.65M | US$788M | 10.2% |
| Alphabet Inc (google) Class C | 1.83M | US$654M | 8.5% |
| Uber Technologies, Inc. | 7.69M | US$555M | 7.2% |
| Meta Platforms, Inc. | 675K | US$380M | 4.9% |
| Vistra Corp. | 2.22M | US$351M | 4.5% |
| Nvidia Corporation | 1.52M | US$305M | 3.9% |
| Nrg Energy, Inc. | 1.76M | US$257M | 3.3% |
| Boeing Company (the) | 800K | US$173M | 2.2% |
| Lam Research Corporation | 383K | US$166M | 2.1% |
| American Airlines Group, Inc. | 7.5M | US$136M | 1.8% |
| Advanced Micro Devices Inc | 198K | US$115M | 1.5% |
| Coreweave, Inc. | 1.08M | US$107M | 1.4% |
| Asml Holding Nv | 50,000 | US$99.5M | 1.3% |
| Broadcom Inc. | 150K | US$56.7M | 0.73% |
| Qualcomm Incorporated | 250K | US$46.2M | 0.60% |
| Space Exploration Technologies Corp | 225K | US$38.4M | 0.50% |
| Energy Transfer Lp | 1.58M | US$30.1M | 0.39% |
| Mplx Lp | 502K | US$28.3M | 0.37% |
| Whirlpool Corporation | 715K | US$28.2M | 0.36% |
| The Goodyear Tire & Rubber Company | 1.51M | US$9.96M | 0.13% |
| Ball Corporation | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| L3harris Technologies, Inc. | 0 | US$0 | 0.00% |
| Lyft, Inc. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Rtx Corporation | 0 | US$0 | 0.00% |
| Sandisk Corporation | 0 | US$0 | 0.00% |
| Unitedhealth Group Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
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