Funds › Appaloosa LP
Appaloosa LP
13F for Q2 2026, filed Aug 14, 2026. 25 positions worth $7.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AMZN Amazon.com, Inc. | 5.00M | $1.2B | 15.4% | +15.7% | 13F ↗ |
| 2 | MU Micron Technology, Inc. | 975,000 | $1.1B | 14.6% | -41.4% | 13F ↗ |
| 3 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 1.65M | $788.0M | 10.2% | +24.3% | 13F ↗ |
| 4 | GOOG Alphabet Inc. Class C | 1.85M | $653.7M | 8.5% | +6.8% | 13F ↗ |
| 5 | UBER Uber Technologies, Inc. | 7.69M | $555.2M | 7.2% | +21.5% | 13F ↗ |
| 6 | iShares Inc Msci Sth Kor Etf | 2.42M | $489.6M | 6.3% | +1.0% | 13F ↗ |
| 7 | META Meta Platforms, Inc. | 675,000 | $380.2M | 4.9% | +54.6% | 13F ↗ |
| 8 | VST Vistra Corp. | 2.22M | $351.4M | 4.5% | +9.5% | 13F ↗ |
| 9 | NVDA NVIDIA Corporation | 1.52M | $305.1M | 3.9% | +3.6% | 13F ↗ |
| 10 | NRG NRG Energy, Inc. | 1.76M | $257.1M | 3.3% | +1.5% | 13F ↗ |
| 11 | BABA Alibaba Group Holding Limited · ADR | 2.00M | $192.0M | 2.5% | -42.3% | 13F ↗ |
| 12 | BA Boeing Company | 800,000 | $173.2M | 2.2% | New | 13F ↗ |
| 13 | LRCX Lam Research Corporation | 382,500 | $165.7M | 2.1% | Unchanged | 13F ↗ |
| 14 | BIDU Baidu, Inc. · ADR | 1.29M | $148.0M | 1.9% | +87.1% | 13F ↗ |
| 15 | AAL American Airlines Group, Inc. | 7.50M | $135.5M | 1.8% | New | 13F ↗ |
| 16 | AMD Advanced Micro Devices, Inc. | 197,500 | $114.7M | 1.5% | -10.8% | 13F ↗ |
| 17 | CRWV CoreWeave, Inc. | 1.08M | $107.3M | 1.4% | New | 13F ↗ |
| 18 | ASML ASML Holding N.V. · Equities | 50,000 | $99.5M | 1.3% | +1.0% | 13F ↗ |
| 19 | AVGO Broadcom Inc. | 150,000 | $56.7M | 0.7% | New | 13F ↗ |
| 20 | QCOM QUALCOMM Incorporated | 250,000 | $46.2M | 0.6% | -49.9% | 13F ↗ |
| 21 | SPCX Space Exploration Technologies Corp. | 225,000 | $38.4M | 0.5% | New | 13F ↗ |
| 22 | ET Energy Transfer LP · Com Ut Ltd Ptn | 1.58M | $30.1M | 0.4% | Unchanged | 13F ↗ |
| 23 | MPLX Mplx LP · Comm | 502,460 | $28.3M | 0.4% | Unchanged | 13F ↗ |
| 24 | WHR Whirlpool Corporation | 715,000 | $28.2M | 0.4% | -63.3% | 13F ↗ |
| 25 | GT The Goodyear Tire & Rubber Company | 1.51M | $10.0M | 0.1% | New | 13F ↗ |
Changes since Q1 2026
6 new, 11 added to, 5 trimmed, 12 exited, 3 unchanged. By estimated dollars.
New positions (6)
Added to (11)
| AMZN Amazon.com, Inc. | 5.00M | +15.7% | $162.1M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 1.65M | +24.3% | $154.0M |
| META Meta Platforms, Inc. | 675,000 | +54.6% | $134.3M |
| UBER Uber Technologies, Inc. | 7.69M | +21.5% | $98.2M |
| BIDU Baidu, Inc. · ADR | 1.29M | +87.1% | $68.9M |
| GOOG Alphabet Inc. Class C | 1.85M | +6.8% | $41.4M |
| VST Vistra Corp. | 2.22M | +9.5% | $30.6M |
| NVDA NVIDIA Corporation | 1.52M | +3.6% | $10.7M |
| iShares Inc Msci Sth Kor Etf | 2.42M | +1.0% | $5.0M |
| NRG NRG Energy, Inc. | 1.76M | +1.5% | $3.7M |
Trimmed (5)
Exited (12)
| SNDK Sandisk Corporation | 281,250 | Exited | -$178.7M |
| GLW Corning Incorporated | 1.13M | Exited | -$153.6M |
| PDD PDD Holdings Inc. · ADR | 900,000 | Exited | -$92.0M |
| LHX L3Harris Technologies, Inc. | 198,000 | Exited | -$68.3M |
| RTX RTX Corporation | 342,000 | Exited | -$66.0M |
| BALL Ball Corporation | 837,000 | Exited | -$49.5M |
| JD JD.com, Inc. | 1.30M | Exited | -$38.6M |
| LYFT Lyft, Inc. | 2.70M | Exited | -$35.9M |
| MSFT Microsoft Corporation | 90,000 | Exited | -$33.3M |
| Kraneshares Trust Csi Chi Internet | 1.08M | Exited | -$30.7M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer