Filed: 11/13/2025ACC: 0001656456-25-000007
📋 What this filing means
APPALOOSA LP filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $7.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$7.38B
Total AUM (reported)
87.65M
Total Shares
Allocation by class
COM$3.54B47.9%
SPONSORED ADS$1.69B22.8%
COM NEW$378.64M5.1%
CAP STK CL C$337.93M4.6%
CSI CHI INTERNET$310.87M4.2%
CL A$298.46M4.0%
SPON ADS CL A$217.75M2.9%
Portfolio Concentration
Top 3$2.13B28.9%
4–10$2.12B28.7%
11–25$2.31B31.2%
Rest$826.25M11.2%
Top 3 weight
28.9%
Top 10 weight
57.6%
Voting Authority Distribution
Total shares with voting rights: 87.65M
Sole
Full voting authority
87.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
ALIBABA GROUP HLDG LTD
SOLEShares6.45M
TypeSH
Market value$1.15B
15.61%
Sole
6.45M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.50M
TypeSH
Market value$548.92M
7.43%
Sole
2.50M
Shared
0.00
None
0.00
WHIRLPOOL CORP
SOLEShares5.50M
TypeSH
Market value$432.30M
5.85%
Sole
5.50M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.90M
TypeSH
Market value$354.50M
4.80%
Sole
1.90M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.39M
TypeSH
Market value$337.93M
4.58%
Sole
1.39M
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares7.40M
TypeSH
Market value$310.87M
4.21%
Sole
7.40M
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares1.87M
TypeSH
Market value$302.85M
4.10%
Sole
1.87M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.06M
TypeSH
Market value$296.05M
4.01%
Sole
1.06M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares370K
TypeSH
Market value$271.72M
3.68%
Sole
370K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares1.25M
TypeSH
Market value$243.92M
3.30%
Sole
1.25M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares462.50K
TypeSH
Market value$239.55M
3.24%
Sole
462.50K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares1.80M
TypeSH
Market value$237.91M
3.22%
Sole
1.80M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares2.41M
TypeSH
Market value$235.81M
3.19%
Sole
2.41M
Shared
0.00
None
0.00
JD.COM INC
SOLEShares6.22M
TypeSH
Market value$217.75M
2.95%
Sole
6.22M
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares1.25M
TypeSH
Market value$207.12M
2.81%
Sole
1.25M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares950K
TypeSH
Market value$153.70M
2.08%
Sole
950K
Shared
0.00
None
0.00
BAIDU INC
SOLEShares1.04M
TypeSH
Market value$137.70M
1.86%
Sole
1.04M
Shared
0.00
None
0.00
DEUTSCHE BANK A G
SOLEShares3.79M
TypeSH
Market value$134.20M
1.82%
Sole
3.79M
Shared
0.00
None
0.00
CORNING INC
SOLEShares1.63M
TypeSH
Market value$133.30M
1.81%
Sole
1.63M
Shared
0.00
None
0.00
LYFT INC
SOLEShares5.60M
TypeSH
Market value$123.26M
1.67%
Sole
5.60M
Shared
0.00
None
0.00
FISERV INC
SOLEShares925K
TypeSH
Market value$119.26M
1.62%
Sole
925K
Shared
0.00
None
0.00
AMERICAN AIRLS GROUP INC
SOLEShares9.25M
TypeSH
Market value$103.97M
1.41%
Sole
9.25M
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares300K
TypeSH
Market value$91.62M
1.24%
Sole
300K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares509.50K
TypeSH
Market value$85.25M
1.15%
Sole
509.50K
Shared
0.00
None
0.00
ENERGY TRANSFER L P
SOLEShares4.96M
TypeSH
Market value$85.07M
1.15%
Sole
4.96M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 6.45M | SH | $1.15B 15.61% | 6.45M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.50M | SH | $548.92M 7.43% | 2.50M | 0.00 | 0.00 |
WHIRLPOOL CORPSOLE | COM | 5.50M | SH | $432.30M 5.85% | 5.50M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.90M | SH | $354.50M 4.80% | 1.90M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.39M | SH | $337.93M 4.58% | 1.39M | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 7.40M | SH | $310.87M 4.21% | 7.40M | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 1.87M | SH | $302.85M 4.10% | 1.87M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.06M | SH | $296.05M 4.01% | 1.06M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 370K | SH | $271.72M 3.68% | 370K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 1.25M | SH | $243.92M 3.30% | 1.25M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 462.50K | SH | $239.55M 3.24% | 462.50K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 1.80M | SH | $237.91M 3.22% | 1.80M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 2.41M | SH | $235.81M 3.19% | 2.41M | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 6.22M | SH | $217.75M 2.95% | 6.22M | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 1.25M | SH | $207.12M 2.81% | 1.25M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 950K | SH | $153.70M 2.08% | 950K | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 1.04M | SH | $137.70M 1.86% | 1.04M | 0.00 | 0.00 |
DEUTSCHE BANK A GSOLE | NAMEN AKT | 3.79M | SH | $134.20M 1.82% | 3.79M | 0.00 | 0.00 |
CORNING INCSOLE | COM | 1.63M | SH | $133.30M 1.81% | 1.63M | 0.00 | 0.00 |
LYFT INCSOLE | CL A COM | 5.60M | SH | $123.26M 1.67% | 5.60M | 0.00 | 0.00 |
FISERV INCSOLE | COM | 925K | SH | $119.26M 1.62% | 925K | 0.00 | 0.00 |
AMERICAN AIRLS GROUP INCSOLE | COM | 9.25M | SH | $103.97M 1.41% | 9.25M | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 300K | SH | $91.62M 1.24% | 300K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 509.50K | SH | $85.25M 1.15% | 509.50K | 0.00 | 0.00 |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 4.96M | SH | $85.07M 1.15% | 4.96M | 0.00 | 0.00 |
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