account_balance
Investment manager · 13F filer · SEC CIK 1656456
Appaloosa LP
Reported value$7.47Bas of Jun 30, 2026
Positions25 6 new, 12 sold out
Top 10 weight81.6%AMZN alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon Com Inc
16.0%Added +16%
MUMicron Technology Inc
15.1%Trimmed −41%
TSMTaiwan Semiconductor Manufac
10.5%Added +24%
GOOGAlphabet Inc
8.7%Added +7%
UBERUber Technologies Inc
7.4%Added +21%
EWYiShares Inc
6.6%
METAMeta Platforms Inc
5.1%Added +55%
VSTVistra Corp
4.7%Added +10%
NVDANvidia Corporation
4.1%Added +4%
NRG3.4%BABAAlibaba Group HLDG Ltd
2.6%Trimmed −42%
BABoeing Co
2.3%New
AMZNAmazon Com Inc
16.0%Added +16%
MUMicron Technology Inc
15.1%Trimmed −41%
TSM10.5%GOOG8.7%UBER7.4%EWY6.6%
META5.1%VST4.7%NVDA4.1%NRG3.4%BABA2.6%BA2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon Com Inc 16.0% Added +16%MU Micron Technology Inc 15.1% Trimmed −41%TSM Taiwan Semiconductor Manufac 10.5% Added +24%GOOG Alphabet Inc 8.7% Added +7%UBER Uber Technologies Inc 7.4% Added +21%
EWY iShares Inc 6.6% Held
META Meta Platforms Inc 5.1% Added +55%VST Vistra Corp 4.7% Added +10%NVDA Nvidia Corporation 4.1% Added +4%NRG NRG Energy Inc 3.4% HeldBABA Alibaba Group HLDG Ltd 2.6% Trimmed −42%BA Boeing Co 2.3% NewWhat changed