Form 13F-HR · filed 2026-08-14 · registrant as filed: Appaloosa LP
Appaloosa LP holdings, as of 2026-06-30
What Appaloosa LP reported on Form 13F for the quarter ending 2026-06-30: 27 US-listed positions worth $7.7B. Weighted by reported value the top ten are 78.93% and the whole list behaves like 12.1 equally weighted positions. Against the 2026-03-31 filing: 8 new, 12 closed, 16 changed by 1% or more in shares.
Positions by reported value
27| # | Issuer | Class | Weight | Value | Shares | vs 2026-03-31 |
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | COM | 15.43% | $1.2B | 5,000,000 | +15.7% |
| 2 | MICRON TECHNOLOGY INC | COM | 14.57% | $1.1B | 975,000 | -41.4% |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 10.20% | $788M | 1,650,000 | +24.3% |
| 4 | ALPHABET INC | CAP STK CL C | 8.46% | $654M | 1,850,000 | +6.8% |
| 5 | UBER TECHNOLOGIES INC | COM | 7.19% | $555M | 7,694,071 | +21.5% |
| 6 | ISHARES INC | MSCI STH KOR ETF | 6.34% | $490M | 2,425,000 | +1.0% |
| 7 | META PLATFORMS INC | CL A | 4.92% | $380M | 675,000 | +54.6% |
| 8 | VISTRA CORP | COM | 4.55% | $351M | 2,215,272 | +9.5% |
| 9 | NVIDIA CORPORATION | COM | 3.95% | $305M | 1,525,000 | +3.6% |
| 10 | NRG ENERGY INC | COM NEW | 3.33% | $257M | 1,760,000 | +1.5% |
| 11 | APPLE INC · Put | COM | 3.13% | $242M | 835,000 | new |
| 12 | ALIBABA GROUP HLDG LTD | SPONSORED ADS | 2.48% | $192M | 2,000,000 | -42.3% |
| 13 | BOEING CO | COM | 2.24% | $173M | 800,000 | new |
| 14 | LAM RESEARCH CORP | COM NEW | 2.15% | $166M | 382,500 | — |
| 15 | BAIDU INC | SPON ADR REP A | 1.92% | $148M | 1,295,000 | +87.1% |
| 16 | AMERICAN AIRLINES GROUP INC | COM | 1.75% | $136M | 7,500,000 | new |
| 17 | ADVANCED MICRO DEVICES INC | COM | 1.49% | $115M | 197,500 | -10.8% |
| 18 | COREWEAVE INC | COM CL A | 1.39% | $107M | 1,078,248 | new |
| 19 | ASML HLDG NV | N Y REGISTRY SHS | 1.29% | $99M | 50,000 | +1.0% |
| 20 | BROADCOM INC | COM | 0.73% | $57M | 150,000 | new |
| 21 | QUALCOMM INC | COM | 0.60% | $46M | 250,000 | -49.9% |
| 22 | SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 0.50% | $38M | 225,000 | new |
| 23 | ENERGY TRANSFER L P | COM UT LTD PTN | 0.39% | $30M | 1,576,125 | — |
| 24 | MPLX LP | COM UNIT REP LTD | 0.37% | $28M | 502,460 | — |
| 25 | WHIRLPOOL CORP | COM | 0.36% | $28M | 715,000 | -63.3% |
| 26 | BERKSHIRE HATHAWAY INC DEL · Put | CL B NEW | 0.16% | $13M | 25,000 | new |
| 27 | GOODYEAR TIRE & RUBR CO | COM | 0.13% | $10M | 1,508,591 | new |
Changes since 2026-03-31
36- APPLE INC
- BOEING CO
- AMERICAN AIRLINES GROUP INC
- COREWEAVE INC
- BROADCOM INC
- SPACE EXPLORATION TECHN CORP
- BERKSHIRE HATHAWAY INC DEL
- GOODYEAR TIRE & RUBR CO
- SANDISK CORP
- CORNING INC
- PDD HOLDINGS INC
- L3HARRIS TECHNOLOGIES INC
- RTX CORPORATION
- BALL CORP
- JD.COM INC
- LYFT INC
- MICROSOFT CORP
- KRANESHARES TRUST
- AMAZON COM INC · now 15.43%
- TAIWAN SEMICONDUCTOR MANUFAC · now 10.20%
- ALPHABET INC · now 8.46%
- UBER TECHNOLOGIES INC · now 7.19%
- ISHARES INC · now 6.34%
- META PLATFORMS INC · now 4.92%
- VISTRA CORP · now 4.55%
- NVIDIA CORPORATION · now 3.95%
- NRG ENERGY INC · now 3.33%
- BAIDU INC · now 1.92%
- MICRON TECHNOLOGY INC · now 14.57%
- ALIBABA GROUP HLDG LTD · now 2.48%
- ADVANCED MICRO DEVICES INC · now 1.49%
- QUALCOMM INC · now 0.60%
- WHIRLPOOL CORP · now 0.36%
Share counts compared line by line by CUSIP between the two filings. A change in reported value without a change in shares is a price move, not a trade, and is not listed here.
Source
Form 13F-HR, accession 0001656456-26-000003, on SEC EDGAR · period 2026-06-30 · filed 2026-08-14. Computed fields (weights, effective holdings, top-ten share, changes) are this site's arithmetic on the information table; download the record (CC BY 4.0). All 24 registrants: /managers/.
Cite this
Mulden. (2026). Appaloosa LP Form 13F, 2026-06-30. Retrieved 2026-09-15 from https://themulden.com/managers/appaloosa-lp-1656456/
Select the line above to copy. CC BY 4.0 — attribution required, no permission needed.