EdgeMarket › What Appaloosa Lp reported owning
What Appaloosa Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.9BPositions
31Quarter
2026-03-31Shown below
31largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 899.7M | 15.2% | 4.3M | 258.63 | +15.6% |
| MU MICRON TECHNOLOGY INC | 562.5M | 9.5% | 1.7M | 966.78 | +724.8% |
| GOOG Alphabet Inc. | 497.0M | 8.4% | 1.7M | 341.75 | +70.7% |
| UBER Uber Technologies, Inc | 455.5M | 7.7% | 6.3M | 78.80 | -15.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 448.6M | 7.6% | 1.3M | 418.95 | +83.3% |
| BABA Alibaba Group Holding Ltd | 434.7M | 7.3% | 3.5M | 119.34 | -0.1% |
| VST Vistra Corp. | 304.0M | 5.1% | 2.0M | 136.21 | -29.4% |
| EWY iShares MSCI South Korea ETF | 295.2M | 5.0% | 2.4M | 178.34 | +149.9% |
| NVDA NVIDIA CORP | 256.6M | 4.3% | 1.5M | 214.72 | +22.4% |
| NRG NRG ENERGY, INC. | 253.5M | 4.3% | 1.7M | 113.11 | -23.7% |
| META Meta Platforms, Inc. | 249.7M | 4.2% | 436.5K | 549.90 | -26.5% |
| SNDK Sandisk Corp | 178.7M | 3.0% | 281.2K | 1,596.08 | +3494.8% |
| GLW CORNING INC /NY | 153.6M | 2.6% | 1.1M | 149.84 | +132.0% |
| WHR WHIRLPOOL CORP /DE/ | 105.1M | 1.8% | 1.9M | 40.35 | -53.6% |
| PDD PDD Holdings Inc. | 92.0M | 1.5% | 900.0K | 88.38 | -25.1% |
| LRCX LAM RESEARCH CORP | 81.7M | 1.4% | 382.5K | 314.00 | +216.7% |
| BIDU Baidu, Inc. | 77.1M | 1.3% | 692.1K | 93.21 | +7.4% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 68.3M | 1.2% | 198.0K | 266.73 | -3.4% |
| RTX RTX Corp | 66.0M | 1.1% | 342.0K | 209.91 | +34.1% |
| ASML ASML HOLDING NV | 65.4M | 1.1% | 49.5K | 1,763.76 | +135.3% |
| QCOM QUALCOMM INC/DE | 64.2M | 1.1% | 498.6K | 160.75 | +3.4% |
| BALL BALL Corp | 49.5M | 0.8% | 837.0K | 63.59 | +19.7% |
| AMD ADVANCED MICRO DEVICES INC | 45.0M | 0.8% | 221.4K | 473.25 | +186.5% |
| JD JD.com, Inc. | 38.6M | 0.7% | 1.3M | 29.37 | -5.8% |
| LYFT Lyft, Inc. | 35.9M | 0.6% | 2.7M | 17.47 | +12.2% |
| MSFT MICROSOFT CORP | 33.3M | 0.6% | 90.0K | 483.24 | -4.4% |
| KWEB KraneShares CSI China Internet ETF | 30.7M | 0.5% | 1.1M | 26.66 | -28.2% |
| ET Energy Transfer LP | 30.4M | 0.5% | 1.6M | 21.19 | +22.3% |
| MPLX MPLX LP | 28.7M | 0.5% | 502.5K | 58.41 | +15.7% |
| UNH UNITEDHEALTH GROUP INC | 24.4M | 0.4% | 90.0K | 390.11 | +30.1% |
| DB DEUTSCHE BANK AKTIENGESELLSCHAFT | 7.7M | 0.1% | 257.6K | 37.82 | +3.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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