AMZN AMAZON COM INC15.43% of the portfolio
Investor holdings /
Appaloosa LP holdings
Appaloosa LP reported 27 positions on Jun 30, 2026, on its SEC Form 13F (filed Aug 14, 2026). A 13F is filed up to 45 days after the quarter ends, so this is not today's list. It covers only certain US-listed holdings: no cash, bonds, foreign-listed shares or short positions.
Largest holdings, charted
PRO Chart all 19 companies in the portfolio, sorted and filtered by the screener's figures.
MU MICRON TECHNOLOGY INC14.57% of the portfolio
GOOGL ALPHABET INC8.46% of the portfolio
UBER UBER TECHNOLOGIES INC7.19% of the portfolio
META META PLATFORMS INC4.92% of the portfolio
All 27 positions
| # | Holding | Weight |
|---|---|---|
| 1 | AMZN AMAZON COM INC | 15.43% |
| 2 | MU MICRON TECHNOLOGY INC | 14.57% |
| 3 | — TAIWAN SEMICONDUCTOR MANUFAC | 10.20% |
| 4 | GOOGL ALPHABET INC | 8.46% |
| 5 | UBER UBER TECHNOLOGIES INC | 7.19% |
| 6 | — ISHARES INC | 6.34% |
| 7 | META META PLATFORMS INC | 4.92% |
| 8 | VST VISTRA CORP | 4.55% |
| 9 | NVDA NVIDIA CORPORATION | 3.95% |
| 10 | NRG NRG ENERGY INC | 3.33% |
| 11 | — APPLE INC put option | 3.13% |
| 12 | — ALIBABA GROUP HLDG LTD | 2.48% |
| 13 | BA BOEING CO | 2.24% |
| 14 | LRCX LAM RESEARCH CORP | 2.15% |
| 15 | BIDU BAIDU INC | 1.92% |
| 16 | AAL AMERICAN AIRLINES GROUP INC | 1.75% |
| 17 | AMD ADVANCED MICRO DEVICES INC | 1.49% |
| 18 | CRWV COREWEAVE INC | 1.39% |
| 19 | — ASML HLDG NV | 1.29% |
| 20 | AVGO BROADCOM INC | 0.73% |
| 21 | QCOM QUALCOMM INC | 0.60% |
| 22 | — SPACE EXPLORATION TECHN CORP | 0.50% |
| 23 | — ENERGY TRANSFER L P | 0.39% |
| 24 | MPLX MPLX LP | 0.37% |
| 25 | WHR WHIRLPOOL CORP | 0.36% |
| 26 | — BERKSHIRE HATHAWAY INC DEL put option | 0.16% |
| 27 | GT GOODYEAR TIRE & RUBR CO | 0.13% |
Weight: the position's value as a share of everything on the 13F, as filed. A stock listed more than once in the filing is added together; options are listed apart and not linked. 19 of 27 positions link to the company's charts — by the security's ID where a fund's report already tied it to one company, else by a name that matches exactly one company (— = no link). How this list is read.
Other investors
Berkshire Hathaway · Pershing Square Capital Management · Duquesne Family Office · The Baupost Group · Bridgewater Associates · Fairholme Capital Management · Himalaya Capital Management · Gates Foundation Trust · Tiger Global Management
Not investment advice. This page shows what the manager reported to the SEC. Nothing here is a recommendation about any security. Check important figures against the filing itself.