Appaloosa LP
28 holdingsFiling period: 2026-06-30Current AUM: $7.20Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 5.00M | $1.19B | $1.31B | 18.24% | +680.0K | 2026-06-30 |
| 2 | MU | Micron Technology Inc | 975.0K | $1.13B | $873.7M | 12.14% | -690,000 | 2026-06-30 |
| 3 | TSM | Taiwan Semiconductor Manufac | 1.65M | $788.0M | $701.4M | 9.74% | +322.5K | 2026-06-30 |
| 4 | GOOG | Alphabet Inc | 1.85M | $653.7M | $622.3M | 8.64% | +117.3K | 2026-06-30 |
| 5 | UBER | Uber Technologies Inc | 7.69M | $555.2M | $530.4M | 7.37% | +1.36M | 2026-06-30 |
| 6 | EWY | iShares Inc | 2.42M | $489.6M | $373.4M | 5.19% | +25.0K | 2026-06-30 |
| 7 | META | Meta Platforms Inc | 675.0K | $380.2M | $468.6M | 6.51% | +238.5K | 2026-06-30 |
| 8 | VST | Vistra Corp | 2.22M | $351.4M | $333.0M | 4.63% | +192.9K | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 1.52M | $305.1M | $330.1M | 4.59% | +53.5K | 2026-06-30 |
| 10 | NRG | Nrg Energy Inc | 1.76M | $257.1M | $172.2M | 2.39% | +25.6K | 2026-06-30 |
| 11 | AAPL | Apple Inc | 835.0K | $241.6M | $283.5M | 3.94% | -- | 2026-06-30 |
| 12 | BABA | Alibaba Group Hldg Ltd | 2.00M | $192.0M | $217.2M | 3.02% | -1,465,000 | 2026-06-30 |
| 13 | BA | Boeing Co | 800.0K | $173.2M | $152.4M | 2.12% | -- | 2026-06-30 |
| 14 | LRCX | Lam Research Corp | 382.5K | $165.7M | $100.8M | 1.40% | -- | 2026-06-30 |
| 15 | BIDU | Baidu Inc | 1.29M | $148.0M | $104.2M | 1.45% | +602.9K | 2026-06-30 |
| 16 | AAL | American Airlines Group Inc | 7.50M | $135.5M | $90.8M | 1.26% | -- | 2026-06-30 |
| 17 | AMD | Advanced Micro Devices Inc | 197.5K | $114.7M | $105.6M | 1.47% | -23,900 | 2026-06-30 |
| 18 | CRWV | Coreweave Inc | 1.08M | $107.3M | $67.0M | 0.93% | -- | 2026-06-30 |
| 19 | — | Asml Hldg NV | 50.0K | $99.5M | $99.5M | 1.38% | +500 | 2026-06-30 |
| 20 | AVGO | Broadcom Inc | 150.0K | $56.7M | $50.2M | 0.70% | -- | 2026-06-30 |
| 21 | QCOM | Qualcomm Inc | 250.0K | $46.2M | $43.9M | 0.61% | -248,613 | 2026-06-30 |
| 22 | SPCX | Space Exploration Techn Corp | 225.0K | $38.4M | $33.3M | 0.46% | -- | 2026-06-30 |
| 23 | SPCX | Space Exploration Techn Corp | 225.0K | $38.4M | $33.3M | 0.46% | -- | 2026-06-30 |
| 24 | ET | Energy Transfer L P | 1.58M | $30.1M | $30.8M | 0.43% | -- | 2026-06-30 |
| 25 | MPLX | Mplx LP | 502.5K | $28.3M | $29.3M | 0.41% | -- | 2026-06-30 |
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