Filed: 5/15/2026ACC: 0001656456-26-000002
📋 What this filing means
APPALOOSA LP filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $5.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$5.93B
Total AUM (reported)
41.99M
Total Shares
Allocation by class
COM$3.27B55.1%
SPONSORED ADS$975.31M16.4%
CAP STK CL C$497.04M8.4%
COM NEW$335.20M5.6%
MSCI STH KOR ETF$295.22M5.0%
CL A$249.73M4.2%
SPON ADR REP A$77.11M1.3%
Portfolio Concentration
Top 3$1.96B33.0%
4–10$2.45B41.3%
11–25$1.37B23.1%
Rest$155.14M2.6%
Top 3 weight
33.0%
Top 10 weight
74.3%
Voting Authority Distribution
Total shares with voting rights: 41.99M
Sole
Full voting authority
41.99M
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)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
AMAZON COM INC
SOLEShares4.32M
TypeSH
Market value$899.73M
15.16%
Sole
4.32M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares1.67M
TypeSH
Market value$562.50M
9.48%
Sole
1.67M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.73M
TypeSH
Market value$497.04M
8.38%
Sole
1.73M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares6.33M
TypeSH
Market value$455.51M
7.68%
Sole
6.33M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares1.33M
TypeSH
Market value$448.63M
7.56%
Sole
1.33M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares3.46M
TypeSH
Market value$434.72M
7.33%
Sole
3.46M
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares2.02M
TypeSH
Market value$304.02M
5.12%
Sole
2.02M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares2.40M
TypeSH
Market value$295.22M
4.98%
Sole
2.40M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.47M
TypeSH
Market value$256.63M
4.33%
Sole
1.47M
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares1.73M
TypeSH
Market value$253.47M
4.27%
Sole
1.73M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares436.50K
TypeSH
Market value$249.73M
4.21%
Sole
436.50K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares281.25K
TypeSH
Market value$178.69M
3.01%
Sole
281.25K
Shared
0.00
None
0.00
CORNING INC
SOLEShares1.13M
TypeSH
Market value$153.58M
2.59%
Sole
1.13M
Shared
0.00
None
0.00
WHIRLPOOL CORP
SOLEShares1.95M
TypeSH
Market value$105.14M
1.77%
Sole
1.95M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares900K
TypeSH
Market value$91.96M
1.55%
Sole
900K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares382.50K
TypeSH
Market value$81.72M
1.38%
Sole
382.50K
Shared
0.00
None
0.00
BAIDU INC
SOLEShares692.10K
TypeSH
Market value$77.11M
1.30%
Sole
692.10K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares198K
TypeSH
Market value$68.34M
1.15%
Sole
198K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares342K
TypeSH
Market value$65.97M
1.11%
Sole
342K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares49.50K
TypeSH
Market value$65.38M
1.10%
Sole
49.50K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares498.61K
TypeSH
Market value$64.21M
1.08%
Sole
498.61K
Shared
0.00
None
0.00
BALL CORP
SOLEShares837K
TypeSH
Market value$49.48M
0.83%
Sole
837K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares221.40K
TypeSH
Market value$45.04M
0.76%
Sole
221.40K
Shared
0.00
None
0.00
JD.COM INC
SOLEShares1.30M
TypeSH
Market value$38.59M
0.65%
Sole
1.30M
Shared
0.00
None
0.00
LYFT INC
SOLEShares2.70M
TypeSH
Market value$35.91M
0.61%
Sole
2.70M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 4.32M | SH | $899.73M 15.16% | 4.32M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.67M | SH | $562.50M 9.48% | 1.67M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.73M | SH | $497.04M 8.38% | 1.73M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 6.33M | SH | $455.51M 7.68% | 6.33M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 1.33M | SH | $448.63M 7.56% | 1.33M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 3.46M | SH | $434.72M 7.33% | 3.46M | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 2.02M | SH | $304.02M 5.12% | 2.02M | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI STH KOR ETF | 2.40M | SH | $295.22M 4.98% | 2.40M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.47M | SH | $256.63M 4.33% | 1.47M | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 1.73M | SH | $253.47M 4.27% | 1.73M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 436.50K | SH | $249.73M 4.21% | 436.50K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 281.25K | SH | $178.69M 3.01% | 281.25K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 1.13M | SH | $153.58M 2.59% | 1.13M | 0.00 | 0.00 |
WHIRLPOOL CORPSOLE | COM | 1.95M | SH | $105.14M 1.77% | 1.95M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 900K | SH | $91.96M 1.55% | 900K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 382.50K | SH | $81.72M 1.38% | 382.50K | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 692.10K | SH | $77.11M 1.30% | 692.10K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 198K | SH | $68.34M 1.15% | 198K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 342K | SH | $65.97M 1.11% | 342K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 49.50K | SH | $65.38M 1.10% | 49.50K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 498.61K | SH | $64.21M 1.08% | 498.61K | 0.00 | 0.00 |
BALL CORPSOLE | COM | 837K | SH | $49.48M 0.83% | 837K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 221.40K | SH | $45.04M 0.76% | 221.40K | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADS CL A | 1.30M | SH | $38.59M 0.65% | 1.30M | 0.00 | 0.00 |
LYFT INCSOLE | CL A COM | 2.70M | SH | $35.91M 0.61% | 2.70M | 0.00 | 0.00 |
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