APPALOOSA LP
CIK 1656456
13F filing for Q2 2026・No. 684
- Holdings
- US$7.73B
- Quarter change
- +US$1.79B
- Entries
- 27
- Net bought (estimate)
- +US$368M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 12
- Cut 4
- Added 12
- Corporate actions 0
- Unchanged 3
Largest holdings
25 stocks worth US$7.47B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Added | 5,000,000 | US$1.19B | 15.95% |
| MUMicronCOM | AddedSplit 1:2 | 975,000 | US$1.13B | 15.06% |
| TSMTSMC ADRSPONSORED ADS | Added | 1,650,000 | US$787.99M | 10.55% |
| GOOGALPHABET INCCAP STK CL C | Added | 1,850,000 | US$653.66M | 8.75% |
| UBERUBER TECHNOLOGIES INCCOM | Added | 7,694,071 | US$555.2M | 7.43% |
| EWYISHARES INCMSCI STH KOR ETF | Added | 2,425,000 | US$489.61M | 6.55% |
| METAMetaCL A | Added | 675,000 | US$380.22M | 5.09% |
| VSTVISTRA CORPCOM | Added | 2,215,272 | US$351.41M | 4.70% |
| NVDANvidiaCOM | Added | 1,525,000 | US$305.14M | 4.08% |
| NRGNRG ENERGY INCCOM NEW | Added | 1,760,000 | US$257.07M | 3.44% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.