§ 13F · FUND PROFILE
APPALOOSA LP.
AUM · $7.7B (13F)Positions · 27Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$775M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 5.00M | $1.2B | 15.4% | +16% |
| 2 | MU | MICRON TECHNOLOGY INC | 975K | $1.1B | 14.6% | −41% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.65M | $788M | 10.2% | +24% |
| 4 | GOOG | ALPHABET INC | 1.85M | $654M | 8.5% | +7% |
| 5 | UBER | UBER TECHNOLOGIES INC | 7.69M | $555M | 7.2% | +22% |
| 6 | EWY | ISHARES INC | 2.42M | $490M | 6.3% | +1% |
| 7 | META | META PLATFORMS INC | 675K | $380M | 4.9% | +55% |
| 8 | VST | VISTRA CORP | 2.22M | $351M | 4.5% | +10% |
| 9 | NVDA | NVIDIA CORPORATION | 1.52M | $305M | 3.9% | +4% |
| 10 | NRG | NRG ENERGY INC | 1.76M | $257M | 3.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE APPALOOSA SIGNAL
AC read
APPALOOSA LP is a Other fund managing $7.7 billion in assets. The fund runs a focused portfolio of just 27 positions.
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