Appaloosa LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AL Appaloosa LP | Institutional Filer | ▼ 7.66% | $5.93B | 31 |
Current Portfolio Holdings
Showing all 31 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 4.3M | $899.7M | 15.16% |
| 2 | MU | Micron Technology, Inc. | Technology | 1.7M | $562.5M | 9.48% |
| 3 | GOOG | Alphabet Inc. | Technology | 1.7M | $497.0M | 8.38% |
| 4 | UBER | Uber Technologies, Inc. | Technology | 6.3M | $455.5M | 7.68% |
| 5 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 1.3M | $448.6M | 7.56% |
| 6 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | 3.5M | $434.7M | 7.33% |
| 7 | VST | Vistra Corp. | Utilities | 2.0M | $304.0M | 5.12% |
| 8 | EWY | ISHARES INC | — | 2.4M | $295.2M | 4.98% |
| 9 | NVDA | NVIDIA Corporation | Technology | 1.5M | $256.6M | 4.33% |
| 10 | NRG | NRG Energy, Inc. | Utilities | 1.7M | $253.5M | 4.27% |
| 11 | META | Meta Platforms, Inc. | Technology | 437K | $249.7M | 4.21% |
| 12 | SNDK | Sandisk Corporation | Technology | 281K | $178.7M | 3.01% |
| 13 | GLW | Corning Incorporated | Technology | 1.1M | $153.6M | 2.59% |
| 14 | WHR | Whirlpool Corporation | Consumer Cyclical | 1.9M | $105.1M | 1.77% |
| 15 | PDD | PDD Holdings Inc. | Consumer Cyclical | 900K | $92.0M | 1.55% |
Showing 1 to 15 of 31 holdings