Institutions / Appaloosa LP

Appaloosa LP

CIK 1656456 · Institution · as of Dec 31, 2025

Portfolio value

$6.85B

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 38 →

Company	Class	Value	Shares	% of portfolio
Alibaba Group Holding LtdBABA	ADR	$753.12M	5,137,931	11.0%
Alphabet Inc.	—	$560.74M	1,786,931	8.2%
Amazon.com Inc	—	$503.05M	2,179,391	7.3%
Micron Technology Inc	—	$428.12M	1,500,000	6.2%
Meta Platforms Inc	—	$396.05M	600,000	5.8%
Taiwan Semiconductor Manufacturing Co LtdTSM	ADR	$343.40M	1,130,000	5.0%
NVIDIA Corp	—	$317.05M	1,700,000	4.6%
Whirlpool Corp	—	$282.07M	3,910,000	4.1%
NRG Energy Inc	—	$261.15M	1,640,000	3.8%
Microsoft Corp	—	$241.81M	500,000	3.5%
American Airlines Group Inc.	—	$216.92M	14,150,000	3.2%
PDD Holdings Inc.PDD	ADR	$201.27M	1,775,000	2.9%
Qualcomm INC/DE	—	$195.85M	1,145,000	2.9%
iShares Inc	—	$182.29M	1,875,000	2.7%
Kraneshares Trust	—	$161.74M	4,750,000	2.4%
Vistra Corp.	—	$152.46M	945,000	2.2%
Uber Technologies, Inc	—	$151.16M	1,850,000	2.2%
Corning Inc /Ny	—	$137.49M	1,570,200	2.0%
Deutsche Bank a G	—	$121.46M	3,150,000	1.8%
JD.com,Inc.JD	ADR	$119.31M	4,157,046	1.7%
Owens Corning	—	$106.31M	950,000	1.6%
RTX Corp	—	$91.70M	500,000	1.3%
L3HARRIS Technologies, Inc. /De	—	$86.60M	295,000	1.3%
Baidu, Inc.BIDU	ADR	$75.13M	575,000	1.1%
Mohawk Industries Inc	—	$73.78M	675,000	1.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.