Appaloosa Holdings

What Appaloosa actually owns, from its latest public 13F filing.

By AKA Studio

What’s inside

• AMZN Amazon: 16.0% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• MU Micron: 15.1% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• TSM TSMC: 10.5% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• GOOG Alphabet Inc. (Class C): 8.7% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• UBER Uber: 7.4% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• EWY ISHARES MSCI SOUTH KOREA ETF: 6.6% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• META Meta: 5.1% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• VST Vistra: 4.7% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• NVDA NVIDIA: 4.1% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• NRG NRG Energy: 3.4% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• BABA Alibaba Group Holding Limited: 2.6% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• BA Boeing: 2.3% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• LRCX Lam Research: 2.2% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• BIDU Baidu, Inc.: 2.0% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• AAL AMERICAN AIRLINES GROUP INC: 1.8% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• AMD AMD: 1.5% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• CRWV CoreWeave: 1.4% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• AVGO Broadcom: 0.8% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• QCOM Qualcomm: 0.6% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• SPCX SpaceX: 0.5% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• ET ENERGY TRANSFER LP: 0.4% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• MPLX MPLX LP: 0.4% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• WHR WHIRLPOOL CORP: 0.4% of reported value in the Q2 2026 13F, filed 14 Aug 2026.
• GT GOODYEAR TIRE & RUBBER CO: 0.1% of reported value in the Q2 2026 13F, filed 14 Aug 2026.

For learning only. Not investment advice.