APPALOOSA LP
31 holdingsFiling period: 2026-03-31Current AUM: $7.55Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 4.32M | $899.7M | $1.17B | 15.55% | +2.14M | 2026-03-31 |
| 2 | MU | MICRON TECHNOLOGY INC | 1.67M | $562.5M | $1.37B | 18.16% | -85,000 | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 1.73M | $497.0M | $618.0M | 8.19% | -54,231 | 2026-03-31 |
| 4 | UBER | UBER TECHNOLOGIES INC | 6.33M | $455.5M | $445.6M | 5.90% | +4.48M | 2026-03-31 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.33M | $448.6M | $536.6M | 7.11% | +197.5K | 2026-03-31 |
| 6 | BABA | ALIBABA GROUP HLDG LTD | 3.46M | $434.7M | $423.6M | 5.61% | -1,672,931 | 2026-03-31 |
| 7 | VST | VISTRA CORP | 2.02M | $304.0M | $299.7M | 3.97% | +1.08M | 2026-03-31 |
| 8 | EWY | ISHARES INC | 2.40M | $295.2M | $377.0M | 5.00% | +525.0K | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 1.47M | $256.6M | $295.4M | 3.91% | -228,500 | 2026-03-31 |
| 10 | NRG | NRG ENERGY INC | 1.73M | $253.5M | $232.9M | 3.09% | +94.4K | 2026-03-31 |
| 11 | META | META PLATFORMS INC | 436.5K | $249.7M | $243.0M | 3.22% | -163,500 | 2026-03-31 |
| 12 | SNDK | SANDISK CORP | 281.3K | $178.7M | $341.7M | 4.53% | -- | 2026-03-31 |
| 13 | GLW | CORNING INC | 1.13M | $153.6M | $156.2M | 2.07% | -440,700 | 2026-03-31 |
| 14 | WHR | WHIRLPOOL CORP | 1.95M | $105.1M | $73.1M | 0.97% | -1,960,000 | 2026-03-31 |
| 15 | PDD | PDD HOLDINGS INC | 900.0K | $92.0M | $79.7M | 1.06% | -875,000 | 2026-03-31 |
| 16 | LRCX | LAM RESEARCH CORP | 382.5K | $81.7M | $112.1M | 1.49% | -42,500 | 2026-03-31 |
| 17 | BIDU | BAIDU INC | 692.1K | $77.1M | $76.9M | 1.02% | +117.1K | 2026-03-31 |
| 18 | LHX | L3HARRIS TECHNOLOGIES INC | 198.0K | $68.3M | $54.9M | 0.73% | -97,000 | 2026-03-31 |
| 19 | RTX | RTX CORPORATION | 342.0K | $66.0M | $73.6M | 0.98% | -158,000 | 2026-03-31 |
| 20 | — | ASML HLDG NV | 49.5K | $65.4M | $65.4M | 0.87% | -13,000 | 2026-03-31 |
| 21 | QCOM | QUALCOMM INC | 498.6K | $64.2M | $73.6M | 0.98% | -646,387 | 2026-03-31 |
| 22 | BALL | BALL CORP | 837.0K | $49.5M | $54.3M | 0.72% | -363,000 | 2026-03-31 |
| 23 | AMD | ADVANCED MICRO DEVICES INC | 221.4K | $45.0M | $105.4M | 1.40% | -103,600 | 2026-03-31 |
| 24 | JD | JD.COM INC | 1.30M | $38.6M | $43.1M | 0.57% | -2,852,046 | 2026-03-31 |
| 25 | LYFT | LYFT INC | 2.70M | $35.9M | $42.8M | 0.57% | -1,100,000 | 2026-03-31 |
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