SEC 13F filing
Appaloosa LP 13F portfolio — Q2 2026
Appaloosa LP reported $7.73B across its 27 reported positions in its SEC Form 13F-HR for the quarter ended 2026-06-30, with AMAZON COM INC the largest at $1.19B (15.43% of reported value). 13F positions are as of quarter-end and filed up to 45 days later — they are not current positions.
Definition
A 13F filing is a quarterly SEC disclosure required of institutional investment managers with at least $100M in US-listed equity assets. It lists the manager's long US equity positions as of quarter-end and must be filed within 45 days of that date. Source: SEC EDGAR Form 13F-HR.
Appaloosa LP holdings — Q2 2026
| # | Holding | Ticker | Shares | Value | % of reported | Δ shares vs Q1 2026 |
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 5,000,000 | $1.19B | 15.43% | +680,000 |
| 2 | MICRON TECHNOLOGY INC | MU | 975,000 | $1.13B | 14.57% | −690,000 |
| 3 | Taiwan Semiconductor Manufacturing Company Ltd | TSM | 1,650,000 | $788.0M | 10.2% | +322,500 |
| 4 | ALPHABET INC | GOOG | 1,850,000 | $653.7M | 8.46% | +117,300 |
| 5 | UBER TECHNOLOGIES INC | UBER | 7,694,071 | $555.2M | 7.19% | +1,361,351 |
| 6 | ISHARES INC | — | 2,425,000 | $489.6M | 6.34% | +25,000 |
| 7 | META PLATFORMS INC | META | 675,000 | $380.2M | 4.92% | +238,500 |
| 8 | VISTRA CORP | VST | 2,215,272 | $351.4M | 4.55% | +192,940 |
| 9 | NVIDIA Corp | NVDA | 1,525,000 | $305.1M | 3.95% | +53,500 |
| 10 | NRG ENERGY INC | NRG | 1,760,000 | $257.1M | 3.33% | +25,558 |
| 11 | APPLE INC | AAPL | 835,000 | $241.6M | 3.13% | new |
| 12 | Alibaba Group Holding Ltd | BABA | 2,000,000 | $192.0M | 2.48% | −1,465,000 |
| 13 | BOEING CO | — | 800,000 | $173.2M | 2.24% | new |
| 14 | LAM RESEARCH CORP | LRCX | 382,500 | $165.7M | 2.15% | 0 |
| 15 | Baidu Inc | — | 1,295,000 | $148.0M | 1.92% | +602,900 |
| 16 | AMERICAN AIRLINES GROUP INC | AAL | 7,500,000 | $135.5M | 1.75% | new |
| 17 | Advanced Micro Devices Inc | AMD | 197,500 | $114.7M | 1.49% | −23,900 |
| 18 | CoreWeave Inc | CRWV | 1,078,248 | $107.3M | 1.39% | new |
| 19 | ASML HLDG NV | ASML | 50,000 | $99.5M | 1.29% | +500 |
| 20 | Broadcom Inc | AVGO | 150,000 | $56.7M | 0.73% | new |
| 21 | QUALCOMM INC | QCOM | 250,000 | $46.2M | 0.6% | −248,613 |
| 22 | SPACE EXPLORATION TECHN CORP | SPCX | 225,000 | $38.4M | 0.5% | new |
| 23 | ENERGY TRANSFER L P | ET | 1,576,125 | $30.1M | 0.39% | 0 |
| 24 | MPLX LP | MPLX | 502,460 | $28.3M | 0.37% | 0 |
| 25 | WHIRLPOOL CORP | WHR | 715,000 | $28.2M | 0.36% | −1,235,000 |
| 26 | BERKSHIRE HATHAWAY INC DEL | — | 25,000 | $12.5M | 0.16% | new |
| 27 | GOODYEAR TIRE & RUBR CO | GT | 1,508,591 | $10.0M | 0.13% | new |
Disclosures shown are public regulatory filings. Data may be delayed or incomplete. Smart-money entities may no longer hold positions shown. Not investment advice.
Changes vs Q1 2026
Share-count changes between the Q1 2026 and Q2 2026 filings, matched position by position. Value deltas include the quarter's price move, so rankings key on share changes first.
New positions
- APPLE INC+835,000 sh · +$241.6M
- BOEING CO+800,000 sh · +$173.2M
- AMERICAN AIRLINES GROUP INC+7,500,000 sh · +$135.5M
- CoreWeave Inc+1,078,248 sh · +$107.3M
- Broadcom Inc+150,000 sh · +$56.7M
- SPACE EXPLORATION TECHN CORP+225,000 sh · +$38.4M
- BERKSHIRE HATHAWAY INC DEL+25,000 sh · +$12.5M
- GOODYEAR TIRE & RUBR CO+1,508,591 sh · +$10.0M
Exited positions
- SANDISK CORP−281,250 sh · $178.7M
- CORNING INC−1,129,500 sh · $153.6M
- PDD HOLDINGS INC−900,000 sh · $92.0M
- L3Harris Technologies Inc−198,000 sh · $68.3M
- RTX CORPORATION−342,000 sh · $66.0M
- BALL CORP−837,000 sh · $49.5M
- JD.COM INC−1,305,000 sh · $38.6M
- LYFT INC−2,700,000 sh · $35.9M
- MICROSOFT CORP−90,000 sh · $33.3M
- KRANESHARES TRUST−1,080,000 sh · $30.7M
and 2 more
Largest increases
- Taiwan Semiconductor Manufacturing Company Ltd+322,500 sh · +$339.4M
- AMAZON COM INC+680,000 sh · +$292.0M
- ISHARES INC+25,000 sh · +$194.4M
- ALPHABET INC+117,300 sh · +$156.6M
- META PLATFORMS INC+238,500 sh · +$130.5M
- UBER TECHNOLOGIES INC+1,361,351 sh · +$99.7M
- Baidu Inc+602,900 sh · +$70.9M
- NVIDIA Corp+53,500 sh · +$48.5M
- VISTRA CORP+192,940 sh · +$47.4M
- ASML HLDG NV+500 sh · +$34.1M
Largest decreases
- Alibaba Group Holding Ltd−1,465,000 sh · −$242.8M
- WHIRLPOOL CORP−1,235,000 sh · −$77.0M
- QUALCOMM INC−248,613 sh · −$18.0M
- Advanced Micro Devices Inc−23,900 sh · +$69.7M
- MICRON TECHNOLOGY INC−690,000 sh · +$562.9M
Disclosures shown are public regulatory filings. Data may be delayed or incomplete. Smart-money entities may no longer hold positions shown. Not investment advice.
Appaloosa LP 13F filing history
| Quarter | Quarter end | Positions stored | Reported value |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 27 | $7.73B |
| Q1 2026 | 2026-03-31 | 31 | $5.93B |
| Q4 2025 | 2025-12-31 | 38 | $6.93B |
| Q3 2025 | 2025-09-30 | 45 | $7.38B |
| Q2 2025 | 2025-06-30 | 38 | $6.45B |
Related on Flock
- All tracked 13F filers (browse every fund by name)
- Stocks the most 13F filers added last quarter
- The largest single 13F position increases
- What is a 13F filing? (how the disclosure works, and its limits)
- NSE shareholding patterns (the India equivalent: quarterly ownership filings)
Frequently asked questions
What is Appaloosa LP's largest 13F holding?
AMAZON COM INC was Appaloosa LP's largest reported position for the quarter ended 2026-06-30, valued at $1.19B — 15.43% of the $7.73B in reported holdings. Figures come from the fund's SEC Form 13F-HR. Not investment advice.
How many positions did Appaloosa LP report for Q2 2026?
Appaloosa LP reported 27 US-listed positions worth $7.73B in its 13F filing for the quarter ended 2026-06-30.
Which quarter does Appaloosa LP's 13F data here cover?
Flock's coverage of Appaloosa LP runs through the quarter ended 2026-06-30. SEC rules give institutional managers up to 45 days after quarter-end to file Form 13F-HR, so the disclosure became public after that date. Positions are as of the quarter-end, not current positions.
What did Appaloosa LP add in Q2 2026?
Versus its prior stored quarter (Q1 2026), Appaloosa LP's Q2 2026 13F shows share-count increases or newly reported positions including Taiwan Semiconductor Manufacturing Company Ltd, AMAZON COM INC, APPLE INC. The quarter-over-quarter tables on this page list the largest changes with share and value deltas. Not investment advice.
What is a 13F filing?
Form 13F-HR is a quarterly SEC disclosure required of institutional investment managers with at least $100M in US-listed equity assets. It lists the manager's long US equity positions as of quarter-end and must be filed within 45 days of that date. It excludes shorts, most bonds, and non-US listings.
How current is this data?
13F positions are as of quarter-end and filed up to 45 days later, so they are never current positions. Flock's coverage of Appaloosa LP runs through the quarter ended 2026-06-30. Flock re-checks SEC EDGAR daily and re-stamps this page when a new quarterly filing lands.
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