Appaloosa LP 13F holdings and portfolio
Appaloosa LP 13F holdings summary
Appaloosa LP reported 27 positions worth $7.7B in its latest 13F filing for the quarter ended Jun 30, 2026 (filed Aug 14, 2026). Its largest holdings are AMZN, MU, TSM, GOOG, UBER.
Top 10 holdings
| Company | Ticker | Value | Weight |
|---|---|---|---|
| Amazon Com Inc | AMZN | $1.2B | 15.4% |
| Micron Technology Inc | MU | $1.1B | 14.6% |
| Taiwan Semiconductor Manufac | TSM | $788.0M | 10.2% |
| Alphabet Inc | GOOG | $653.7M | 8.5% |
| Uber Technologies Inc | UBER | $555.2M | 7.2% |
| Ishares Inc | EWY | $489.6M | 6.3% |
| Meta Platforms Inc | META | $380.2M | 4.9% |
| Vistra Corp | VST | $351.4M | 4.5% |
| NVIDIA Corporation | NVDA | $305.1M | 3.9% |
| Nrg Energy Inc | NRG | $257.1M | 3.3% |
Source: SEC Form 13F. Holdings are reported quarterly, up to 45 days after quarter end.