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SHORT HILLS, NJ · CIK 0001656456
Portfolio Value
$5.93B
Positions
49
New
2
Increased
7
Decreased
31
Sold Out
4
Source: SEC 13F-HR filing filed on 2026-05-15 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | $899.73M | 15.16% | +98.2% |
| 2 | MUMICRON TECHNOLOGY INC | $562.50M | 9.48% | -4.9% |
| 3 | GOOGALPHABET INC | $497.04M | 8.38% | -3.0% |
| 4 | UBERUBER TECHNOLOGIES INC | $455.51M | 7.68% | +242.3% |
| 5 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $448.63M | 7.56% | +17.5% |
| 6 | BABAALIBABA GROUP HLDG LTD | $434.72M | 7.33% | -32.6% |
| 7 | VSTVISTRA CORP | $304.02M | 5.12% | +114.0% |
| 8 | IAUISHARES INC | $295.22M | 4.98% | +28.0% |
| 9 | NVDANVIDIA CORPORATION | $256.63M | 4.33% | -13.4% |
| 10 | NRGNRG ENERGY INC | $253.47M | 4.27% | +5.8% |
| Stock | Value | Shares |
|---|---|---|
| SNDKSANDISK CORP | $178.69M | 281,250 |
| RTXRTX CORPORATION | $65.97M | 342,000 |
As of Q1 2026, Appaloosa LP reported a portfolio value of $5.93B across 49 positions in their 13F filing.
Appaloosa LP's largest holding is AMZN with a position worth $899.73M. Their top holdings include AMZN, MU, GOOG, UBER, TSM.
In Q1 2026, Appaloosa LP made the following changes to their portfolio: 2 new positions, 4 positions sold out, 7 positions increased, 31 positions reduced.
Appaloosa LP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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